Text messages
Text messages from W2gMatch
W2gMatch sends text messages for two reasons: to put the link to sign a win/loss statement request in front of the person who asked us to prepare it, and to confirm and remind a person of a walkthrough they booked with us. Nobody is texted who did not ask to be.
What we send
- The link to sign your win/loss statement requests, once they are drafted, and one reminder if it goes unopened.
- Progress on those requests: sent, received by the operator, statement arrived.
- For a walkthrough booked on our booking page with the text box ticked: one confirmation, a reminder the day before and one the hour before. Three texts at most per walkthrough, sent between 8am and 9pm.
- Nothing promotional. No offers, no marketing, no messages about anything you did not set up.
Message frequency varies and is usually a few messages per tax year. Message and data rates may apply.
How you opt in
On your tax year's Documents tab, the Statement Concierge card has a field for a mobile number and a checkbox beneath it. The number is only saved, and texts only sent, when the box is ticked. This is the box, word for word:
Statement Concierge settings
The checkbox is unticked until you tick it. Leaving it unticked still gives you every link by email.
Firm staff who switch the concierge on for a client see the same field and the same box. They may only enter a number the client gave them for this purpose, and the client can stop the texts at any time.
Walkthrough reminders
On the page where a firm books a walkthrough, a checkbox beneath the details asks whether to text reminders. It is unticked until you tick it, a mobile number field appears only once it is ticked, and the booking goes ahead either way. This is the box, word for word:
Book a walkthrough
By checking this box, you agree to receive up to 3 text messages from W2gMatch about this walkthrough (confirmation and reminders). Message and data rates may apply. Reply STOP to opt out, HELP for help. Consent is not a condition of booking. Text message terms, terms, privacy policy.
We keep the number, the time, the words above and the connection it came from as the record of that consent.
How you stop
- Reply STOP to any message. You get one confirmation and nothing more.
- Reply HELP for help, or write to hello@w2gmatch.com.
- Untick the box on the concierge card, or clear the number, and no further texts are sent.
- For walkthrough reminders, reply HELP or write to penny@w2gmatch.com. Reply START to resume after a STOP.
Your number
Your mobile number is used only to send the messages described here. It is not sold, rented, or shared with third parties or affiliates for their marketing or promotional purposes. The full policy is in the privacy policy; the service terms are in the terms of service.
Messages are sent by W2gMatch (parent company: MemorySpace.ai, LLC), 505 South Upham Street, Lakewood, CO 80226. Carriers are not liable for delayed or undelivered messages.