Terms of Service

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Here’s a Terms of Service (TOS) Dreamhed Books Accountingthat includes security provisions for phone usage and texting:

Dreamhed Books Accounting – Terms of Service

Effective Date: 01/01/2021

Welcome to Dreamhed Books Accounting. By using our services, you agree to the following terms and conditions. Please read them carefully.

1. Services Provided

Dreamhed Books Accounting offers bookkeeping, accounting, tax preparation, and financial advisory services. Additional services may be provided upon request and agreement.

2. Communication & Security

2.1 Phone Usage & Security

• Dreamhed Books Accounting may      communicate with you via phone calls for consultations, verifications, and      service-related discussions.
• We prioritize security in all      communications and may require identity verification before discussing      sensitive financial matters.
• Phone conversations may be      recorded or logged for quality assurance and compliance purposes, subject      to applicable laws.

2.2 Text Messaging Policy

• By providing your phone number,      you consent to receive SMS/text messages regarding appointments,      reminders, account updates, and important notifications.
• We will never request      sensitive financial information (e.g., Social Security Numbers, banking      details, or passwords) via text.
• If you receive any suspicious      messages claiming to be from Dreamhed Books Accounting, report them      immediately.
• You may opt out of SMS      communications at any time by replying STOP to any message.

3. Data Privacy & Confidentiality

• We implement industry-standard      security measures to protect your personal and financial data.
• Your information will never be      shared with third parties without your consent, except as required by law.
• All electronic communications,      including phone and text interactions, are secured through encryption and      authentication measures where applicable.

4. Client Responsibilities

• Ensure that the contact      information you provide is accurate and up to date.
• Use caution when sharing      information via phone or text, and notify us if you suspect any      unauthorized access to your account.
• Comply with all applicable laws      and regulations related to financial disclosures.

5. Limitation of Liability

Dreamhed Books Accounting is not responsible for:

• Unauthorized access to your      personal data due to lost or stolen devices.
• Technical issues with phone      carriers, messaging services, or third-party platforms.
• Misinterpretation or      miscommunication due to reliance on text messages.

6. Updates to Terms

We may update these Terms of Service at any time. Continued use of our services after modifications constitutes acceptance of the new terms.

The Terms of Service related to SMS communication must either be included in the privacy policy or be a stand-alone document. Note: If the customer has a Terms and Conditions page, this information should be included there, and not in the privacy policy.  The document must include the following:

SMS Terms & Conditions

1- SMS Consent Communication:

The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2- Types of SMS Communications:

If you have consented to receive text messages from Dreamhed Books and Accounting, you may receive messages related to the following (provide specific examples):

• Appointment reminders
• Follow-up messages
• Billing inquiries
• Promotions or offers (if applicable) {If you see the customer selected a conversational use case, do not add this reference to your email thread, instead, make sure the customer adds the matching use cases to this portion of the Terms info}.

Example: "Hello, this is a friendly reminder of your upcoming appointment with Dr. [Name] at [Location] on [Date] at [Time]. You can reply STOP to opt out of SMS messaging from (Brand Name) at any time."

3- Message Frequency:
Message frequency may vary depending on the type of communication. For example, you may receive up to [X] SMS messages per week related to your [appointments/billing, etc.].

Example:
"Message frequency may vary. You may receive up to 2 SMS messages per week regarding your appointments or account status."

4- Potential Fees for SMS Messaging:

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

5- Opt-In Method:

You may opt-in to receive SMS messages from [Company Name] in the following ways (This is an example. Please include the method used.)

• Verbally, during a conversation
• By submitting an online form
• By filling out a paper form

6- Opt-Out Method:

You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7- Help:

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at (insert the link)

Additional Options:

• If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

8- Standard Messaging Disclosures:

• Message and data rates may apply.
• You can opt out at any time by texting "STOP."
• For assistance, text "HELP" or visit our [Privacy Policy] and [Terms and Conditions] pages.
• Message frequency may vary

7. Contact Us

For questions or concerns regarding our Terms of Service or security policies, please contact us at:

📞 Phone: 480-676-7438
📧 Email: info@dreamhedbooks.com
🌐 Website: www.dreamhedbooks.com

By using our services, you acknowledge that you have read, understood, and agreed to these Terms of Service.