Frank, Rimerman
Frank, Rimerman

Privacy Policy

Frank, Rimerman + Co. LLP recognizes the importance and is committed to protecting your privacy. 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 (“Site”), or when you otherwise interact with us as stated below. It is FRCO’s 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:
Toll free telephone: 855-550-0007
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

Where 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, call our toll-free at 855-550-0007 or email us 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

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, by calling toll free: 855-550-0007,
emailing, 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 February 2021