Privacy Policy — Use of Telephone and Messaging Systems
Vaca Tax & Financial Group LLC ("Vaca Financial," "we," "us," or "our") is committed to protecting the privacy of our clients' information. This section of our Privacy Policy describes how we handle phone communications and text messages (SMS) we exchange with you, including the role of our telecommunications service providers.
Call Recording
As a general practice, we do not record calls between you and our representatives. In the event that, in a particular situation, we decide to record a call, we will announce this to you at the start of the call.
Text Messages (SMS)
If you provide us with a mobile phone number, you may receive text messages related to the status of your application or account, payment reminders, security alerts, and, if you authorize it, you may receive text messages related to the status of your application or account, appointment reminders, document requests, payment reminders, and security alerts. These messages are sent through our messaging service provider.
By agreeing to receive SMS messages from us, you expressly consent to be contacted at the number provided, including through automated dialing or messaging systems, as permitted by applicable law (including the Telephone Consumer Protection Act, TCPA). Message and data rates may apply depending on your mobile plan; message frequency varies depending on the type of communication.
You may manage your preferences at any time: reply STOP to opt out of receiving messages, or HELP for assistance. You may also email us at frontdesk@vacafinancial.com to request removal from our contact list, or call us directly to update your preferences.
No Sharing of SMS Opt-In Data
Text messaging originator opt-in data and consent will not be shared with any third parties or affiliates for marketing or promotional purposes. All other categories of information collected by Vaca Financial may be shared with subcontractors and service providers strictly to support our operations (e.g., customer service, technical support). This exception does not apply to mobile opt-in data and consent, which will never be sold or shared with third parties for marketing purposes under any circumstance.
Telecommunications Service Providers
We use a third-party provider (data processor) to facilitate our phone and messaging communications. Information transmitted through this platform — including phone number, call and message content, and associated metadata — may be processed and stored by that provider under the security and confidentiality standards contractually required by Vaca Financial. This information is not shared with the provider for its own marketing purposes, and its use is limited to delivering the service we have contracted.
Your Rights
You may withdraw your consent to be contacted by phone or SMS at any time, without affecting your relationship with Vaca Financial beyond matters related to these communications. To request information about recordings or messages associated with your account, or to be removed from our contact list, please email us at frontdesk@vacafinancial.com.