Your Information Matters to Us.
As your trusted advisor, AFairchild CPA understands the importance of protecting the sensitive financial and personal information you share with our team.
We take a thoughtful approach to how information is received, accessed, shared and stored, while providing secure tools that make it easier for our clients to work with us.
Security Is Part of How We Serve You.
Protecting information requires a combination of technology, thoughtful processes and responsible communication.
Secure Information Exchange
We provide secure client tools for exchanging sensitive documents and information rather than relying on standard email attachments whenever possible.
Responsible Access
Client information is handled within systems and processes designed to support appropriate access by the people who need it to serve you.
Trusted Technology
We use professional technology platforms and secure client-facing systems to support our accounting, tax and advisory work.
Confidentiality
Protecting the confidentiality of the financial and personal information entrusted to us is an important part of our professional responsibility.
Security Awareness
Technology is only one part of security. Awareness, communication and sound procedures also play an important role in protecting information.
Ongoing Attention
Security risks continue to evolve, and we recognize the importance of maintaining awareness and reviewing how we protect and exchange information.
A Safer Way to Work Together.
When sending sensitive tax, financial or personal information, use the secure tools provided by AFairchild CPA whenever possible.
Karbon Practice Management Portal
Use your Karbon client portal for requests, communication and secure document exchange associated with your engagement.
CCH Axcess Document Portal
Access documents that have been securely published through your CCH Axcess client document portal.
Secure Online Payments
Use the authorized payment links on our website when paying AFairchild CPA invoices online.
Security Is a Shared Responsibility.
A few simple precautions can help protect your information and reduce the risk of unauthorized access, fraud and phishing attempts.
Think Before You Send Sensitive Information.
Standard email is not the preferred method for transmitting sensitive tax, financial or personally identifiable information. If you need to send confidential documents, use the secure portal or document exchange method provided by your AFairchild CPA team.
Something Doesn't Look Right?
Cybercriminals may attempt to impersonate businesses, financial professionals and other trusted organizations.
If you receive an unexpected message claiming to be from AFairchild CPA that asks you to send sensitive information, change payment instructions or take an unusual action, verify the request with our team before proceeding.
Before responding:
- Do not send sensitive information in response to an unexpected email.
- Avoid clicking suspicious or unfamiliar links.
- Verify unusual payment or banking instructions.
- Contact AFairchild CPA using contact information you already know and trust.
Working With Third-Party Platforms
AFairchild CPA uses third-party technology providers to support certain client services, including portals, document exchange and online payments. When you leave our website to use one of these services, the provider's own terms, privacy practices and security controls may apply.
Contact Our Team.
If you have questions about securely sending information, accessing your portal or a communication you received from AFairchild CPA, contact us before taking action.
Contact AFairchild CPA →
