Privacy should be part of the design.
Information about how this public website should be used and why sensitive tax or financial records should not be submitted through unsecured public forms.
This website is a public information and lead-generation site. It is not a substitute for the secure client systems used for confidential tax and accounting information.
We start with the immediate business need, establish what information is required, and connect the work to the broader finance function when that adds value.
Designed around the work that matters.
Minimize sensitive information
Do not submit passwords, banking information, tax documents or other confidential records through public forms.
Secure client workflows
Use the firm's designated secure portal or other secure channel when instructed.
Third-party services
Analytics, hosting and other services may process technical information according to their own terms and applicable settings.
Ask before sending
If you are unsure whether a document or message is appropriate for a public channel, ask the firm first.
Website privacy
The exact privacy practices, retention periods and legal notices should be reviewed and finalized by the firm before launch.
Client information
Professional and tax information should be handled through appropriate secure systems with access controls and retention policies.
Questions clients often ask.
Is this the firm's complete legal privacy policy?
This page is a website-use summary. The firm's final privacy policy and professional obligations should be reviewed and published before launch.
Let's start with the question behind the numbers.
Tell us what you are trying to accomplish and we can determine the most useful starting point.