Terms & Conditions

Portal use

Keep your login credentials private and access only accounts and documents you are authorized to use. Provide accurate information and notify our office if you suspect unauthorized access.

Professional services

Use of this platform does not by itself establish an engagement or guarantee a filing, acceptance, refund, deadline extension, or other outcome. The scope and fees of professional services are governed by the applicable engagement agreement.

SMS program

If you opt in, you may receive recurring SMS and MMS messages about appointments, document requests, account updates, secure portal notifications, and customer support. Promotional messages, offers, announcements, and flyers require separate marketing consent.

Message frequency varies. Message and data rates may apply. Consent to text messages is optional and is not a condition of purchase.

Reply STOP to unsubscribe. You may receive a final confirmation of your opt-out. Reply HELP for assistance or contact our office at 205-659-5448. To resume messages, provide a new opt-in through our consent form.

Delivery depends on mobile networks and service availability. Carriers are not liable for delayed or undelivered messages. Text messages are not an emergency service. Do not send sensitive tax documents, Social Security numbers, passwords, or bank details by text; use the secure portal.

Privacy

Our Privacy Policy explains how we handle information and messaging consent.