Text Message Consent

Who sends the messages

FinishTax (operated by OSO Corp, doing business as FinishTax) sends text messages on behalf of tax and accounting firms to their own clients. A firm uses FinishTax to run its practice; the messages are about that firm's work with its client. FinishTax never texts a person who has not opted in, and never sends marketing texts.

How a client opts in

A client opts in from their own client portal, under Settings → Text messages. There they enter their mobile number and tick a box with this consent statement, where [firm name] is the name of their tax or accounting firm:

I agree to receive text messages from [firm name] about my documents, appointments, signatures and invoices at this number. Message and data rates may apply. Reply STOP to opt out, HELP for help.

Only the client can agree. A firm can email its client a link to that section of the portal, but cannot opt a client in on their behalf. When a client agrees, FinishTax records the mobile number and the time of consent, and sends one confirmation text.

What the client sees

The screens below are the client portal and the messages exactly as FinishTax shows them, with a sample firm (Rivera Tax Services) and a sample client.

Client portal, Settings, Text messages, before agreeing: the mobile number (555) 010-0142, an unticked box with the consent statement, and the Agree to texts button, disabled until the box is ticked — 1. The client's portal, Settings → Text messages. The client enters their mobile number and ticks the consent box; the Agree button stays disabled until they do.

The same section after agreeing: Agreed on Nov 11, 2026, the number on file, and a Turn texts off button — 2. After agreeing. The date of consent is recorded and shown, and the client can turn texts off here at any time.

The email a firm sends to ask a client to agree: it explains what the texts are about, links to the portal's Text messages section with an Agree to texts button, and notes that message and data rates may apply and that STOP opts out — 3. The only thing a firm can do: email the client a link to that portal section. The firm cannot tick the box for the client.

Illustration of the confirmation text: Rivera Tax Services: You're signed up for text updates about your documents, appointments, signatures and invoices. Msg and data rates may apply. Reply STOP to opt out, HELP for help. — 4. The one confirmation text sent when the client agrees. This image illustrates the text's exact content; it begins with the firm's name, as every message does.

What the messages are about

Documents the firm needs, and documents the firm has made available
Appointment reminders
Documents waiting for a signature
Invoices and payment
Replies to a text the client sent the firm

Message frequency varies with the activity on the client's account. Every message starts with the firm's name.

Rates, stopping and help

Message and data rates may apply.
Reply STOP to any message to stop receiving texts. A client can also turn texts off in their portal under Settings → Text messages, at any time.
Reply HELP to any message for help; the reply names the firm and how to reach it.
Carriers are not liable for delayed or undelivered messages.

Privacy

The mobile number, the time of consent and the message log are used only to send and record these messages. We do not sell or share your SMS opt-in data or personal information with third parties for marketing purposes. See the Privacy Policy and the SMS Terms in our Terms of Service.

Contact

Questions about text messages sent through FinishTax? Email contact@finish.tax.