certified public accountants home who we are our services industries our team careers events contact us privacy policy clients only Privacy Policy This Privacy Policy (“Policy”) explains how Frank, Rimerman + Co. LLP and its affiliates (“we,” “our,” “us,” and “FRCO”) collect, use, and disclose information about you when you use our services, our websites, including http://www.frankrimerman.com (“Site”), or when you otherwise interact with us as stated below. It is our aim to help our clients understand what data we collect, how we use it and how we share it. This Policy also describes your privacy rights and how you can exercise them. By using our services and Site, you are consenting to our handling of your information as set forth in this Policy. The types of information we collect Information you provide to us We collect information that you provide directly to us. For example, we collect information when you engage for our services, you interact with us by sending us an email, or registering for a newsletter or an event through our Site. The types of information we may collect include your contact information, such as your first and last name, email address, phone number, and other information you may choose to provide to us and any information necessary for us to provide you services. Information automatically collected from you • Information about your use of our Site: FRCO and its third-party service providers may also use a variety of technologies that passively or automatically collect information about how the Site is accessed and used including but not limited to Internet Protocol (“IP”) addresses, Internet or other electronic network activity information, such as browsing history, search history, and other information regarding your interaction with an Internet website, application, or advertisement. Information we collect from third parties We may receive information from third-party partners on our Site about your experiences or interactions with them. We may combine such third-party data with other information we receive from or about you. How we use your information We use the information we collect from you for various purposes, including the following: • To provide services to you. • To update our mailing list information. • To send you information regarding our news, upcoming events, products, and services. • To use your personal information for the purpose for which it was collected. When and to whom we share this information We will share your information with third parties only as described in this Privacy Policy. We do not sell your information to third parties. • Service Providers: We share your information with our cloud service providers who are providing services on our behalf and need to access your information to carry out their services for us. These parties do not retain, share, or use client data beyond the defined purpose of fulfilling the service. • To Protect Ourselves or Others: We may access, preserve, and disclose your information, other account information, and content if we believe doing so is required or appropriate: (i) to comply with law enforcement or national security requests and legal process, such as a court order or subpoena; (ii) in response to your consent or at your direction to disclose the information; (iii) to protect yours’, ours’ or others’ rights, property, or safety; or (iv) to enforce our policies or contracts. • Merger, Sale, or Other Asset Transfers: If we are involved in a merger, acquisition, financing due diligence, reorganization, bankruptcy, receivership, sale of company assets, or transition of service to another provider, then your information may be shared as part of such a transaction as permitted by law and/or contract. Consumers residing in California If you are a resident of California, you have the right to request for a copy of the specific personal information collected about you during the 12 months before your request and the right to have such information deleted. The term “personal information” has the same meaning given to it by the California Consumer Privacy Act (CCPA). Disclosure would include our business’ data collection and sales practices, including the categories and specific pieces of personal information we have collected, the source from which the personal information is collected, the business purpose of collection, our use of the personal information and, if the information was disclosed or sold to third parties, the categories of personal information disclosed or sold to third parties and the categories of third parties to whom such information was disclosed or sold. You can make your request through the following channels: Privacy portal: https://www.lighthouse-services.com/frankrimerman/privacy Toll free telephone: 855-550-0007 Email: privacy@frankrimerman.com Write to us at the following address: Legal Department Frank, Rimerman + Co., LLP 1 Embarcadero Center, Suite 2410 San Francisco, CA 94111 Your Choices and Rights Your Choices Here you have consented to our use of your information, you may withdraw that consent at any time and opt-out of further use. • Promotional Communications: If you would like to discontinue receiving promotional communications from us or unsubscribe from mailing lists or any registrations, you can follow the instructions we have provided within the appropriate website area or in communications to you. Your Rights Request to Know: You have the right to request that we inform you of the personal information we have collected, used, and shared about you. • Request to Delete: You have the right to request that we delete the personal information we have collected or retained about you. • You have the right not to be unlawfully discriminated against because you have exercised these rights. To make a Request to Know or Delete, please contact us via our portal https://www.lighthouseservices.com/frankrimerman/privacy, call our toll-free at 855-550-0007 or email us at: privacy@frankrimerman.com. After you submit a request, we will require you to confirm your request and also verify your identity by providing a few pieces of information about yourself. If we are unable to verify your identity, we reserve the right to deny your requests. You may also designate an authorized agent to make a request on your behalf. You may make such a designation by providing the agent with your written and signed permission to act on your behalf and by directly confirming with us that you have provided the authorized agent permission to submit the request. As permitted by law, we may require you to verify your identity in response to a request even if you choose to use an agent. The authorized agent will also need to verify their own identity directly with us. If you are disabled, you may contact us to access this notice in an alternative format. “Do Not Track” Do Not Track (“DNT”) is a privacy preference that users can set in certain web browsers. DNT is a way for users to inform websites and services that they do not want certain information about their webpage visits collected over time and across websites or online services. We do not recognize or respond to browser-initiated DNT signals. For information about “do-not-track”, please visit https://allaboutdnt.com/. Your California Privacy Rights California’s Shine the Light law gives customers who are California residents the right to ask us, once a year, (1) what personal Information we disclosed to third parties for those third parties’ direct marketing purposes in the prior calendar year; and (2) the identities of the companies with which we shared the information. The terms “customers” and “personal information” have the meaning given by the Shine the Light (California Civil Code Sec 1798.83). To obtain such information, please contact us as indicated below in “Contact us”. Security of your information We maintain reasonable safeguards to protect your information against loss, unauthorized use, disclosure, or destruction and when transferring information for processing and require third parties providing services on our behalf to do the same. However, no electronic data transmission or storage of information can be guaranteed to be 100% secure. Please note that we cannot ensure or warrant the security of any information you transmit to us. Employees and third parties are provided with client data on a need-to-know basis. All employees are subject to confidentiality agreements and undergo annual training on the proper handling of data. Procedures have been developed and tested to handle a potential data breach. These procedures are designed to remediate issues and ensure affected individuals are notified of the breach and damages can be minimized. Links to other websites and third-party contents Our Site may contain links to other third-party websites that are not owned or operated by us. Our Privacy Policy only applies to our Site and we are not responsible for the privacy practices or the content of other third party websites. Any information you disclose to other websites are not subject to the provisions of this Privacy Policy. You should check the privacy policies of those sites before providing your information to them. Data retention We will retain your information for as long as needed to provide our services or as otherwise required or permitted by law. We will retain and use this information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. Changes and policy updates We may change information on the Site and/or this Privacy Policy, at any time without prior notice to you, and any changes will be effective immediately upon the posting of the revised Privacy Policy on the Site. We encourage you to periodically review this page for the latest information on our privacy practices. Contact us If you have any questions about our Privacy Policy, please contact us via our portal https://www.lighthouse-services.com/frankrimerman/privacy; by calling toll free: 855-550-0007; by sending an email to: privacy@frankrimerman.com or writing to us at: Legal Department Frank, Rimerman + Co., LLP 1 Embarcadero Center, Suite 2410 San Francisco, CA 94111 Changes to this Privacy Notice This privacy notice was last updated March 2021 Passion Works Here © Frank, Rimerman + Co. LLP 2003 - 2021 | Webmaster | Privacy Policy | Clients Only | Team Members Only Palo Alto | San Francisco | San Jose | St. Helena Frank, Rimerman +Co. LLP is a member of the global network of Baker Tilly International Ltd.,the members of which are separate and independent legal entities.