SMS Terms & Conditions

Effective date: 09/30/2025

By opting in to receive SMS messages from Lucida Advisors LLC d/b/a Lucida Tax + Accounting Solutions (“Lucida,” “we,” “us,” “our”), you agree to these SMS Terms & Conditions. These terms supplement our other website terms and policies.

Program description

We use SMS to communicate with you about our services. Message types include:

  • Customer care messages (e.g., responses to inquiries, general support)

  • Account notification messages (e.g., scheduling, appointment reminders, service updates)

  • Promotional offers (discounts, flash sales, advertisements)

Message frequency varies (average 1–2 messages per month). Message and data rates may apply. Consent is not a condition of purchase.

Opt-in

You may opt in via our online forms by checking the SMS checkbox and submitting your phone number. We may send a confirmation text to verify your enrollment.

Opt-out

You can opt out at any time by replying STOP or UNSUBSCRIBE to any message. After you opt out, you will receive one final SMS confirming your request. Opting out of marketing/promotional texts will not affect receipt of strictly necessary transactional messages where permitted by law.

Help / Support

Reply HELP (or INFO) to any message for assistance, or contact us at marketing@lucida.com or (262) 860-1724.

Use & sharing of mobile data

Your mobile number and SMS metadata are used solely for Lucida Tax + Accounting Solutions business purposes to operate the messaging program described above. We do not sell personal information, and we do not share mobile numbers, consent status, or SMS metadata with third parties or affiliates for their marketing or promotional purposes. We do not transfer your mobile information to external organizations for their own use. Service providers that help us deliver SMS may process mobile data only under our instructions and for our business purposes.

Privacy

Your information is handled in accordance with our Privacy Policy:
https://app.termly.io/policy-viewer/policy.html?policyUUID=e2b05d1d-e323-4d64-9e42-a4d88ba5ff73

Security

We maintain administrative, technical, and physical safeguards designed to protect mobile information against unauthorized access, use, or disclosure.

Geographic scope

This SMS program is intended for recipients in the United States.

Carrier disclaimer

Wireless carriers are not liable for delayed or undelivered messages.

Changes

We may update these SMS Terms & Conditions from time to time. Changes will be posted here and the Effective date above will reflect the latest version.

Contact: marketing@lucida.com | (262) 860-1724