Terms of Use & Client Communications Policy

Cloud City Accounting 

Effective Date: July 1, 2023 

These Terms of Use and Client Communications Policy (“Terms”) govern how Cloud City Accounting (“we,” “us,” or “our”) communicates with clients and users of our services. By engaging our services or communicating with us through any channel, you agree to these Terms. 

1. Scope of Communications 

  • Cloud City Accounting communicates with clients using the following methods: 
  • Phone calls 
  • Email 
  • SMS (text messaging) 
  • Secure client portals or document-sharing platforms 

All communications are conducted solely for legitimate business and service-related purposes. 

2. Phone Communications 

  • By providing a phone number to Cloud City Accounting, you acknowledge and agree that: 
  • The phone number is accurate and belongs to you or your authorized business 
  • We may contact you by phone regarding your services, inquiries, or account matters 
  • Calls may include appointment coordination, service updates, billing questions, or customer support 

Providing a phone number constitutes permission for us to place service-related calls. We do not engage in unsolicited telemarketing calls. 

3. Email Communications 

By sending an email to Cloud City Accounting or providing your email address, you consent to receive email responses and ongoing service-related communications, including: 

  • Replies to inquiries 
  • Requests for information or documents 
  • Service updates 
  • Administrative and billing communications 

Emails are sent in compliance with Canada’s Anti-Spam Legislation (CASL). You may unsubscribe from non-essential emails where applicable; however, essential service communications may still be sent as required to fulfill our professional obligations. 

4. SMS (Text Message) Communications 

4.1 SMS Program Description 

Cloud City Accounting uses SMS to support one-to-one, conversational communication between our principal and authorized employees and clients who have explicitly opted in to receive text messages. 

SMS is used strictly for service-related purposes, including: 

  • Appointment scheduling and reminders 
  • Document and information requests 
  • Tax and bookkeeping updates 
  • Billing inquiries 
  • Customer support and service coordination 

Messages are sent only to active clients, on an as-needed basis. 
We do not send marketing messages, bulk SMS, or automated alert blasts. 

4.2 Consent and Opt-In 

Clients opt in to receive SMS messages by providing express consent, which may occur during: 

  • Client onboarding 
  • Completion of intake or engagement forms 
  • Signing engagement letters or service agreements 
  • Requesting text communication via email, phone, or in person 

The initial SMS message will clearly identify Cloud City Accounting and include opt-in / opt-out instructions. 

Opt-in includes acknowledgment that: 

  • Message and data rates may apply 
  • SMS is used only for service-related communications 
  • Consent is not required to purchase services 

4.3 Opt-Out and Help 

Clients may opt out of SMS communications at any time by: 

  • Replying STOP to any message 

Clients may receive assistance by: 

  • Replying HELP to any message 

Contacting us directly using our published contact details 

Once opted out, no further SMS messages will be sent unless the client re-consents. 

4.4 Message Frequency 

Message frequency varies based on client needs and service activity. Messages are limited to those reasonably necessary to support existing services. 

4.5 Security Notice 

SMS is not a fully secure communication channel. While we take reasonable precautions, clients should not transmit highly sensitive information via SMS unless explicitly requested through secure means. We will never request passwords or full banking credentials via text message. 

5. Privacy and Data Protection 

All personal information, including contact details and communication content, is handled in accordance with our Privacy Policy and applicable Canadian privacy laws, including PIPEDA. 

Privacy Policy: 
https://www.cloudcityaccounting.com/privacy-policy  

We do not sell, rent, or share contact information for third-party marketing purposes. 

6. Eligibility and Authority 

By communicating with Cloud City Accounting, you confirm that: 

  • You are at least 18 years of age, or 
  • You are authorized to act on behalf of a business entity 

7. Modifications to These Terms 

Cloud City Accounting may update these Terms from time to time. The most current version will be posted on our website with the updated effective date. 

8. Contact Information 

Cloud City Accounting 
https://www.cloudcityaccounting.com 
British Columbia, Canada 
office@cloudcityaccounting.com 
250-847-1567