Swanson Agency

Text Message Sign-Up

Swanson Agency uses text messages to keep clients informed throughout their engagement so important updates don't get missed. We send short, transactional text messages to clients and prospective clients about their tax, accounting, and insurance engagements — engagement letter status, document requests, payment confirmations, and appointment reminders. Enter your details below to receive them.

SMS Terms and Privacy Policy

How we collect consent

We also collect text-message consent in these ways:

At intake - our new client intake form includes an SMS consent checkbox

In your engagement letter - signed engagement letters include an SMS consent clause.

By phone - when you call us, we may ask: "We can send you text reminders to the cell we have on file - engagement letter status, document requests, payment confirmations, and appointment reminders. Message and data rates may apply, and you can reply STOP anytime to opt out. Would you like us to text you?"

Montana Roots. Future Focused.

From taxes to insurance, we help Montana families, farms, and businesses protect what they’ve built and plan for what’s next.

Start a conversation

Montana Roots. Future Focused.

From taxes to insurance, we help Montana families, farms, and businesses protect what they’ve built and plan for what’s next.

Start a conversation

Montana Roots. Future Focused.

From taxes to insurance, we help Montana families, farms, and businesses protect what they’ve built and plan for what’s next.

Start a conversation