Welcome to Frazier & Co. CPA & Advisors’ website. Frazier & Co. CPA & Advisors has created this statement so that you understand the specific ways in which we demonstrate our respect for your privacy. We appreciate and value that you entrust us with your sensitive personal information, and the primary guide in our privacy policy is our professional and personal commitment to ensuring that you have confidence in our professionalism and dedication to client service.
The core of our commitment is that we do not share any of the personal information that you entrust to us with any third parties for their marketing purposes. We treat your personal information with the utmost respect consistent with this privacy policy.
What Personal Information We Collect
We collect personal information about you for the purpose of offering or furnishing our products and services to you. The types of personal information we collect may include:
- Contact information, such as name, mailing and e-mail address;
- Information we receive from you on tax organizers, applications or other forms. This information may include your social security number, assets and income;
- Bank details and financial history, including your transactions with us and our affiliated companies;
- Information you may authorize us to obtain from others, such as consumer credit reports and medical information;
- Information we receive from prospective client meetings;
- Information from public sources (such as web directories and information);
- Information provided to Frazier & Co. for its own uses; and
- Information on what data is downloaded from the Frazier & Co. website.
Our website does not collect any personal information about you unless you specifically and knowingly provide such information. Visitors to our website may choose to interact with our website in ways that require us to gather personally-identifying information. For example, visitors may choose to submit a Request for Proposal on our website. In each case, our firm collects such information insofar as is necessary or appropriate to fulfill the purpose of the visitor’s interaction with our website. Our firm does not disclose personally-identifying information other than as described below. Visitors are never obligated to supply personally-identifying information, though the failure to disclose information may prevent them from engaging in certain website-related activities.
Use of Information
Your Personal Data may be used in the following ways:
- To provide our products and services to you
- To enhance and improve our products and services, for example, by performing internal research, analyzing user trends and measuring demographics and interests
- To process payments from you (including, but not limited to, membership dues and subscriptions, registration fees, voluntary contributions, examination fees, credential and designation fees, or payments for any products or services that you choose to purchase from us)
- To process payments to you (including, but not limited to, refunds or reimbursements)
- Internal purposes, such as website and system administration or internal audits and reviews
- To provide access to restricted parts of our websites.
- To determine eligibility for membership, credentials, designations and volunteer opportunities
- To communicate with you regarding your membership and products/services that may be of interest to you
- To respond to your requests and inquiries
- To serve relevant advertisements to you when you visit our sites or other third-party sites (including social media platforms)
- To request your participation in surveys, focus groups, or other initiatives which help us to gather information used to develop and enhance our products and services
- To evaluate your performance on continued learning courses and assist you in the tracking of your progress
- For examination scheduling, administration and registration purposes
- To comply with applicable law(s) (for example, to comply with a search warrant, subpoena or court order) or to carry out professional ethics/conduct investigations
- From time to time we may provide statistics about the usage levels of the Site and other related information to reputable third parties, but these statistics will not include information which will allow you to be identified
- We may use the information you provide to us and which we obtain from other sources to better understand your interests so we can try to predict what other products, services and information you might be most interested in. This practice is called “profiling”, which involves making automated decisions about you based on this information in order to better enable us to tailor our interactions with you to make them more relevant and interesting. You may object to such profiling at any time by contacting us.
We will process your Personal Data for the purposes identified above on the following bases:
- Our legitimate interests, which include processing such Personal Data for the purposes of providing and enhancing the provision of our products, services and information, as well as advertising further products, credentials, designations, services and information to you;
- Where such processing is necessary to perform our contract with you or to take steps before entering into our contract with you; and
- As necessary to comply with our legal obligations, resolve disputes and enforce our contractual agreements.
- Where such processing is necessary to comply with our obligations to protect members of the public and the public interest, including but not limited to, the maintenance of a member and student directory, regulatory activities and disciplinary actions.
Unless a longer retention period is required by applicable law, we will retain your information for as long as your account is active, as well as for a short additional period afterwards to cover any outstanding issues or queries that may arise in relation to your account (for example, outstanding payments). This period of retention is subject to our review and alteration.
Sharing and Disclosure to Third Parties
We may disclose your Personal Data to third parties from time to time under the following circumstances:
- You request or authorize the disclosure of your personal details to a third party.
- The information is disclosed as permitted by applicable law(s) and/or in order to comply with applicable law(s) (for example, to comply with a search warrant, subpoena or court order).
- The information is disclosed to your employer, university or tuition provider in the event they have an interest in your data (e.g. they support your exam, tuition, or membership fees).
- The information is provided to our agents, vendors or service providers who perform functions on our behalf. See below for additional details.
It is likely that the identity and categories of such third parties will change during the life of your account but, depending on your use of the Site, it is anticipated that your Personal Data will be disclosed to the following categories of third-party service providers who perform functions on our behalf. We require that our third-party service providers only use your Personal Data as necessary to provide the requested services to us and each service provider is subject to a set of terms consistent with this Privacy Policy.
- Hosting providers for the secure storage and transmission of your data
- Learning technology and online event providers for the delivery and improvement of web events and learning programs and the tracking of your progress
- Digital credential providers for the delivery of digital badges earned through your participation in learning programs
- Examination providers for the scheduling and delivery of credential and designation examinations
- Identity management providers for authentication purposes
- Database software providers for the management and tracking of your data
- Legal and compliance consultants, such as external counsel, external auditors, or tax consultants
- Advertising partners, including social media providers, for the delivery of targeted advertisements
- Marketing providers who send communications on our behalf regarding our products and services
- Payment solution providers for the secure processing of payments you provide to us
- Publishers and learning providers who develop products on our behalf
- Technology providers who assist in the development and management of our web properties
- Outbound call center providers, who may perform outreach on our behalf regarding our products and services
- Fulfillment and postal vendors for the fulfillment of our products and services
- Our volunteers or committee members who perform various functions on our behalf
- Survey and research providers who perform studies on our behalf
Collection of Information Through Cookie Use
We may obtain information about your general internet usage by using a “cookie” file. A cookie is an element of data that a website can send to your browser, which may then be stored on your hard drive. If you do not agree, you can choose to not receive a cookie file by enabling your web browser to refuse cookies or to prompt you before you accept a cookie.
The following types of cookies may be used on our websites:
- Essential Cookies: These cookies are necessary for our websites to work properly. They are usually only set in response to actions you take such as logging in or completing online forms. You can set your browser to block or alert you about these cookies, but some parts of our sites will not function if these cookies are blocked.
- Functionality Cookies: These cookies enhance the functionality of our websites by storing your preferences (such as your preferred language or the region that you are in) and allow us to provide enhanced features on our sites such as videos. These cookies may be set by us or by third-party content that we have placed within our pages. If you do not allow these cookies, some of the features on our websites may not function properly and you may not receive a personalized experience when visiting our sites.
- Performance Cookies: These cookies allow us to count page visits and traffic sources so we can measure and improve the performance of our sites. They help us to understand which pages are visited most frequently and how visitors interact with our sites. Any information collected by performance cookies is aggregated and therefore not identifiable. If you do not allow these cookies we will not receive data related to your visits to our sites.
- Third-Party Cookies: These cookies may be set through our site by our advertising partners, such as Google or Adobe. They may be used by these companies to enable them to build a profile of your interests and show relevant advertisements on other sites. These cookies are based on identifying your browser and internet device. If you do not allow these cookies, you will experience a decrease in the targeted advertisements that you see online.
If you opt in to use the “Remember me” feature on our websites, we will place a persistent cookie on your hard drive and you will not be required to log in for every session. By disabling cookies on your machine or clearing your browsing history you may deactivate the persistent cookie.
All major browsers allow you to block or delete cookies from your system. To learn more about your ability to manage your preferences related to cookies, please consult the privacy features within your browser.
Security and Other
We use reasonable measures to strive to safeguard and secure the personal data we collect. Any transmission of personal information is at your own risk. Technology, such as, but not limited to, Transport Layer Security (TLS) and Secured Socket Layer (SSL), is used to enhance security and reduce risk of loss. Our security practices, processes or technology do not guarantee absolute security of your information and you should take all normal personal precautions such as, but not limited to, not sharing passwords, closing browsers, and not using public networks (e.g., internet cafes, etc.).
Parents and Children
We do not knowingly collect personal information from children under the age of 13. Parents have the right to terminate the registration of a child under the age of 13 by contacting us using the information listed at the bottom of this policy.
