Privacy Policy
Effective Date: May 5, 2026
Business Name: Verity Financial Services, LLC
Overview
Verity Financial Services, LLC (“we,” “us,” or “our”) is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, and safeguard the information you provide to us, including via text messaging (SMS/MMS).
Information We Collect
We collect personal information that you voluntarily provide to us when inquiring about or utilizing our bookkeeping and controller services. This may include:
Full name
Business email address
Business and mobile phone numbers
Billing and account information
How We Use Your Information
We use the information collected solely to conduct legitimate business operations, including:
Communicating with clients and prospects regarding financial, bookkeeping, and controller services.
Sending transactional notifications, service updates, appointment reminders, and account alerts via SMS.
Responding to client inquiries and support requests.
Strict Mobile Non-Sharing Disclosure (A2P 10DLC Compliance)
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All text messaging originator opt-in data and consent will not be shared, sold, rented, or leased to any third parties.
Note: If data is shared with standard service providers (such as our VOIP or SMS delivery vendor), it is done strictly to facilitate message delivery on our behalf and for no other reason.
Text Messaging Opt-In Process
If you would like to receive informational text message communications from Verity Financial Services, LLC, from TBD, you can sign up by texting "VFS" to TBD
Message frequency varies and may include responses to messages you send us, as well as information relevant to your relationship with us. Message and data rates may apply. You can opt-out of messaging at any time by replying STOP. For assistance, reply HELP.
Our privacy policy and messaging terms and conditions are available at: https://www.verity.financial
Opt-Out & Mobile Rights
You may opt out of receiving text messages from Verity Financial Services, LLC at any time.
To unsubscribe, reply STOP to any text message received from us.
Upon texting STOP, you will receive a single final confirmation message, and no further automated text messages will be sent unless you re-enroll.
For assistance, reply HELP or contact us directly at TBD or TBD
Data Security
We implement reasonable physical, technical, and administrative safeguards designed to protect your personal information against loss, theft, and unauthorized access or disclosure.
Data Sharing
• Customer data is not shared with 3rd parties for promotional or marketing purposes.
• Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.
Verity Financial Services, LLC Messaging Terms and Conditions
1. The messaging program consists of general conversational messaging to answer questions and provide support to customers.
2. You can cancel the SMS service at any time. Just text 'STOP' to the phone number from which you received messages. After you send the SMS message 'STOP' to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.
3. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at TBD.
4. Carriers are not liable for delayed or undelivered messages.
5. As always, message and data rates may apply for any messages sent to you from us and to us from you. Message frequency will vary based on communication needs. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.
6. If you have any questions regarding privacy, please read our privacy policy contained in the rest of this document/page.