JWF Solutions

Last Updated: January 2026

1. Introduction

JWF Solutions ("we," "us," or "our") is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you interact with our services, including our SMS/text messaging program.

2. Information We Collect

We may collect the following types of information:

Personal Identifiers: Name, email address, phone number, mailing address

Business Information: Company name, tax ID, financial records submitted for accounting services

Communication Data: Records of your consent to receive communications from us

Usage Data: How you interact with our website and digital services

3. How We Use Your Information

We use your information to:

Provide accounting, bookkeeping, and financial services

Send appointment reminders, service updates, and account notifications via SMS

Send promotional offers, discounts, and service announcements (only with your explicit consent)

Respond to your inquiries and provide customer support

Comply with legal and regulatory obligations

4. SMS / Text Messaging

By opting into our SMS program, you consent to receive text messages from JWF Solutions. The following terms apply:

Marketing Messages: You may receive promotional texts about special offers, discounts, and service updates if you have opted in to marketing communications.

Non-Marketing Messages: You may receive transactional texts such as appointment reminders, document request notifications, tax deadline alerts, and account updates if you have opted in to non-marketing communications.

Message frequency may vary. Message and data rates may apply.

You may opt out at any time by replying STOP to any message.

For assistance, reply HELP or contact us directly.

5. Sharing of Information — SMS Data Non-Sharing Clause

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Information sharing to subcontractors in support of services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We do not sell, rent, trade, or otherwise transfer your personal information or SMS opt-in data to outside parties for their marketing purposes.

6. Data Security

We implement industry-standard security measures to protect your personal information, including:

Encrypted data storage and transmission

Restricted access to personal data on a need-to-know basis

Regular security assessments and updates

7. Third-Party Services

We may use trusted third-party service providers to assist in delivering our services (e.g., cloud storage, accounting software platforms). These providers are contractually obligated to keep your information confidential and may not use it for any purpose other than supporting our services.

We do not affiliate with, sell to, or buy leads from any third-party marketing organizations.

8. Your Rights

You have the right to:

Access the personal information we hold about you

Request correction of inaccurate data

Request deletion of your data, subject to legal retention requirements

Withdraw consent for SMS communications at any time by texting STOP

9. Retention of Data

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy or as required by applicable law (e.g., IRS record-keeping requirements for accounting clients).

10. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. Continued use of our services after changes are posted constitutes your acceptance of the revised policy.

11. Contact Us

If you have any questions about this Privacy Policy, please contact us:

JWF Solutions
📧 [[email protected]]
📞 [(918) 931-2373]
🌐 [https://learn.jwf-solutions.com/]