How a client opts in to text messages

Ledgerly, operated by REVDB LLC — myledgerly.ai

The workflow

  1. An accounting firm already engaged by the client enters them as their own client and emails them a secure link to their document portal. Clients cannot self-register and no address is ever imported, bought or scraped.
  2. In that portal, under “Your info”, the client enters their own mobile number and ticks the consent box shown below. The disclosure sits directly beneath it, in the same view.
  3. Nothing is sent until that box is ticked. Consent is stored against that client with a timestamp, and every grant or withdrawal is written to an audit log.
  4. Replying STOP suppresses that number immediately for every firm on the platform, and any later send to it is refused outright. HELP returns opt-out instructions.

The exact point of consent, as the client sees it

Reproduced from the client portal — wording and layout exactly as a client sees it

Hartwell CPA will text you about documents you still owe and your filing deadline. A few messages per tax season, never marketing. Message and data rates may apply. Reply STOP at any time to opt out, or HELP for help. See our Terms and Privacy Policy.

The firm’s own name is substituted at runtime; “Hartwell CPA” stands in for it here. Everything else is exactly what a client reads.

Policies

Terms and conditions · Privacy policy