SMS terms

These terms cover YetiBooks Client Messaging, the text message program run by Yeti Books LLC ("YetiBooks," "we," "us"). By opting in, you agree to them. They also cover the separate texts you agree to on a form on yetibooks.com, as explained under Texts from a website form.

Our text program

YetiBooks Client Messaging comes from 765-ASK-YETI (765-275-9384). It carries account texts and chat with the YetiBooks AI assistant and team, and it is the main way we text clients.

What we text you about

YetiBooks Client Messaging is for YetiBooks bookkeeping clients and their team members. It is how we stay in touch about your books, so we text as often as your account needs. We text about your bookkeeping and your account:

• questions about card charges, such as what a purchase was for
• requests for receipt photos, which you can reply with, and a note when we attach one
• offers to file a merchant the same way every time
• answers when you text us a question about your books, such as what you spent by category or merchant
• reminders when a receipt is still missing

Some messages are written or answered by an automated assistant that our bookkeeping team supervises. A YetiBooks team member reviews the work and is available whenever you want a person.

YetiBooks Client Messaging never sends marketing.

How you opt in

You opt in in the YetiBooks app:

1. Sign in at app.yetibooks.com and go to Settings → Text messaging.
2. Enter your mobile number and check the box. It is never checked for you.
3. Click Send verification code, then enter the 6-digit code we text you.

The box turns texting on. You need it to text with us, but not to use YetiBooks. It reads: "Text me about my account and let me chat with YetiBooks. Recurring automated texts, including replies from our AI assistant. Not required to use YetiBooks. Msg frequency varies. Msg & data rates may apply. Reply HELP for help, STOP to opt out." It links to these terms and our Privacy Policy.

Here is the form as it first appears in the app. The box starts unchecked. You check it yourself, as in this example, where the user has checked the box.

After you verify your number, we text you from 765-ASK-YETI to confirm before anything else: "YetiBooks: You're signed up for account texts and AI chat. Msg frequency varies. Msg & data rates may apply. Reply HELP for help, STOP to opt out." Settings then shows that texting is on for your number.

Texts from a website form

These texts are separate from YetiBooks Client Messaging. They come from our sales team, from a different number, not from 765-ASK-YETI.

Forms on yetibooks.com, such as Contact Us, Free Consultation and our industry pages, have an optional box labeled "Text me about my account." It is never checked for you, and every form submits without it. The box reads: "I agree to receive text messages from YetiBooks about my bookkeeping and account, including questions about transactions, requests for receipt photos, appointment and consultation reminders, and account notifications. Message frequency varies. Msg & data rates may apply. Reply HELP for help or STOP to opt out at any time. Consent is not a condition of service."

Checking it lets our team text you about your inquiry and your account. It does not opt you in to YetiBooks Client Messaging, which you can only join in the YetiBooks app. The rest of these terms apply to these texts too, including frequency, cost, HELP and privacy. To stop them, reply STOP to one of those texts.

Message frequency and cost

Message frequency varies. Account texts follow your account activity and the conversations you start. Message and data rates may apply. Check with your wireless carrier for the details of your plan.

How to stop messages

• Reply STOP to a text from 765-ASK-YETI to stop account texts.
• Reply STOP to a text from our sales team to stop those texts. Texts from a website form are separate, so a STOP to 765-ASK-YETI doesn't reach them.

We will send one text confirming you are unsubscribed and then stop. We also honor UNSUBSCRIBE, CANCEL, END, QUIT, REVOKE and OPTOUT when one is the whole message, and requests made by email or phone.

To start again, reply START to 765-ASK-YETI.

Getting help

Reply HELP to a text from 765-ASK-YETI, email info@yetibooks.com or call 623-299-7142 during office hours, Monday to Friday, 8:00 AM to 6:00 PM Eastern.

Examples of our messages

These come from 765-ASK-YETI:

Ferguson, $412.80 on Sat 10/3. What was it for? 1 Job materials 2 Tools or equipment 3 Personal. Or text a few words. Please send a photo of the receipt too.

Thanks. Filed as Job materials. Just need a photo of the receipt. Want me to file Ferguson as Job materials from now on? I'll still ask for receipts over $75. Reply Y.

You have spent $2,316.40 from 10/1 to 10/31, with $1,204.10 on job materials and $86.25 not categorized yet.

Got your receipt for Ferguson $412.80 (Sat 10/3).

Things to know

• Carriers are not liable for any delayed or undelivered messages.
• Eligibility: you must be 18 or older and the account holder or an authorized user of the mobile number you give us. The program is available to US mobile numbers.
• Sensitive information: do not text full Social Security numbers, bank account numbers or passwords. We will never ask for them by text.
• Consent is optional: you do not have to agree to texts to use YetiBooks, get a quote, book a consultation or become a client.

Privacy

Our Privacy Policy explains how we handle your mobile number and the messages you send. We do not share, sell or provide your mobile phone number or messaging consent data to third parties or affiliates for marketing or promotional purposes. We do not sell or share your SMS opt-in data or personal information with third parties for marketing purposes.

Changes and contact

We may update these terms and will post changes on this page with a new date. Questions about the program can go to:

Yeti Books LLC
809 W Riordan Rd, Suite 100-1176
Flagstaff, AZ 86001
Email: info@yetibooks.com
Phone: 623-299-7142