Privacy Policy
Franmark Financial Services Inc. respects your privacy and is committed to protecting the information you share with us.
We help startups and small to mid-sized businesses build and manage reliable financial systems. This policy explains how information is handled when you interact with our website and public inquiry forms.
Last updated:
Related policies
Privacy and security at a glance
- Public website forms collect only limited, non-sensitive information.
- Sensitive financial documents are not requested through public forms.
- Secure document exchange takes place through the client portal after onboarding.
Before you submit
Please do not submit Social Security numbers, tax returns, bank account details, payment card information, government identification documents, or other sensitive financial records through public web forms.
The Franmark website uses public forms only for initial inquiries and evaluating whether our services are a good fit for your business.
Professional Responsibility Notice
Franmark is committed to maintaining appropriate professional standards for financial data protection.
Sensitive financial records, confidential documents, and client accounting information are exchanged only through secure client systems after an engagement begins. Public website forms are not designed to receive or store sensitive financial documents.
Information we collect
When you contact Franmark or Request Services through the website, we may collect information such as:
- name
- email address
- phone number
- company or business name
- requested services
- business entity type
- accounting software used
- revenue range
- project timeline
- referral source
- non-sensitive notes you choose to provide
This information allows us to evaluate service fit, understand your needs, and respond to inquiries.
We may also collect limited technical information needed to operate and protect the website, such as basic request data, browser information, and interaction data used for security and reliability.
What we do not collect through public forms
For your protection, Franmark does not request highly sensitive financial or identity information through public web forms.
Public forms should not be used to submit:
- Social Security numbers
- tax returns
- full bank account details
- payment card data
- government identification documents
- confidential financial records
The public website is intended for initial inquiry and qualification only.
How we use information
Information submitted through the website may be used to:
- respond to inquiries
- evaluate whether Franmark is a good fit for your business
- understand requested services and timing
- communicate regarding potential engagements
- protect the website from spam or automated abuse
Franmark does not sell or rent personal information submitted through the site.
Security and bot protection
Franmark implements security measures appropriate for a public-facing accounting firm website.
Public forms include protections designed to reduce spam, automated submissions, and abuse. The website architecture intentionally limits sensitive data collection on the public site.
Client portal and secure document exchange
Franmark uses a separate secure client environment for ongoing client operations.
This environment may include secure client portals, document exchange systems, and financial workflow tools used after onboarding.
Sensitive financial documents are exchanged through those secure systems rather than through public website forms.
Data retention
Inquiry information may be retained for reasonable business purposes, including responding to requests, evaluating service fit, maintaining communication records, and supporting operational follow-up.
Third-party services
The website may use trusted service providers for hosting infrastructure, security protection, and communication services. These providers may process limited information necessary to operate the website and support business communications.
External links
The Franmark website may include links to third-party websites. Franmark is not responsible for the privacy practices or content of external websites.
Changes to this policy
Franmark may update this Privacy Policy periodically. The "Last updated" date at the top of the page reflects the most recent revision.
Contact
Franmark Financial Services Inc.
General inquiries: mario@franmark.com