Automated Voice Policy

Where activated, an automated assistant identifies itself and helps collect initial information. It does not make professional tax decisions, verify qualifications or approve an engagement.

Phone routing is being configured. A dedicated number does not establish that automated intake, transfers or appointments are currently operational.

Permission and human assistance

Recording, requested callbacks, marketing and SMS have separate permission processes. We do not treat providing a number as blanket permission. Ask for a person or request assistance by email.

Information limits

Do not share SSNs, passwords, access codes or full financial records with initial intake. Any secure records process follows separately.

Questions: contact@u3support.com.