Security
Protecting client information is fundamental to how Franmark operates.
We follow a security-first approach designed to protect financial information, reduce risk, and maintain professional standards for confidentiality.
Our public website collects only limited information for initial inquiries. Sensitive financial documents are exchanged only through secure client systems after onboarding.
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Related policies
Secure client portal
Sensitive financial documents are exchanged only through secure client portal systems designed for accounting workflows.
Franmark does not request sensitive financial records through public website forms or unprotected email attachments.
Minimal public data collection
The public website collects only basic inquiry information needed to evaluate service fit.
Highly sensitive financial or identity information is intentionally not collected through public forms.
Professional onboarding process
Work begins only after a formal engagement letter is signed and secure client systems are established.
This ensures clear expectations, secure document exchange, and structured workflows.
Security notice
For your protection, Franmark does not request Social Security numbers, tax returns, or sensitive financial documents through public website forms or email.
Sensitive documents are exchanged only through secure client portal systems after onboarding.
Professional responsibility notice
Franmark is committed to maintaining appropriate professional standards for protecting financial data and client confidentiality.
Public website forms are intended only for initial inquiries and qualification. Sensitive financial records and confidential documents are exchanged only through secure client systems after engagement begins.
Our security principles
Confidentiality first. Client financial information is handled with strict confidentiality and exchanged only through approved secure systems.
Portal-first document exchange. Sensitive documents are never requested through public forms. Secure portals are used for document sharing and ongoing operations.
Minimal data exposure. The public website collects only the minimum information required to respond to inquiries.
Professional systems. Franmark relies on established accounting workflow systems designed to support secure financial operations.
How your information is protected
The following process describes how client information moves from initial contact through secure onboarding.
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Initial inquiry
Visitors submit basic contact information so we can evaluate whether our services are a good fit.
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Qualification review
We review the inquiry and determine whether Franmark's services align with the client's needs.
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Engagement agreement
Work begins only after a formal engagement letter is executed.
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Secure onboarding
Clients receive access to secure systems used for document exchange and ongoing operations.
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Protected document exchange
Financial documents and records are exchanged securely through client systems rather than public email attachments.
Website protections
The Franmark website implements safeguards appropriate for a public-facing accounting firm:
- spam and automated submission protection
- server-side form validation
- rate limiting and bot mitigation
- secure hosting infrastructure
- encrypted HTTPS connections
The website architecture intentionally limits the collection and handling of sensitive data on the public site.
Data protection practices
Franmark uses operational safeguards designed to protect financial information:
- secure client portal systems
- restricted access to financial records
- structured onboarding procedures
- secure document exchange systems
- professional accounting workflows
Sensitive financial records are exchanged only through secure systems after a client relationship has been established.
Client security expectations
Franmark will never request sensitive financial information through:
- public website forms
- text messages
- unsecured email attachments
Clients will only be asked to provide financial records through secure client systems after engagement begins.
Security questions
If you have questions about our security practices or how information is handled, please contact us.
Franmark Financial Services Inc.
General inquiries: Request Services