Accounting firms and CPAs have access to clients' most sensitive financial data β tax returns, bank statements, payroll records, and business financials. This data is subject to strict professional confidentiality obligations and tax authority regulations. Clients entrust accountants with information they share with virtually no one else. The California Consumer Privacy Act (CCPA), enhanced by the CPRA in 2023, gives California residents extensive rights over their personal data.
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The California Consumer Privacy Act (CCPA), enhanced by the CPRA in 2023, gives California residents extensive rights over their personal data. It applies to businesses that meet certain revenue or data processing thresholds. Fines range from $2,500 per unintentional violation to $7,500 per intentional violation.
Accounting firms and CPAs have access to clients' most sensitive financial data β tax returns, bank statements, payroll records, and business financials. This data is subject to strict professional confidentiality obligations and tax authority regulations. Clients entrust accountants with information they share with virtually no one else.
Data typically collected by Accounting Firm businesses: client financial statements, tax returns, payroll data, bank account information, investment records, business financial data, government ID for tax purposes
A Cookie Policy is best practice for CCPA, even if not strictly mandated. It demonstrates transparency and builds user trust. For Accounting Firm businesses using analytics or advertising tools, it is strongly recommended.
A typical Accounting Firm website uses: essential session cookies, analytics cookies (Google Analytics, etc.), functional preference cookies, and marketing/advertising cookies if you run paid campaigns. Each type must be disclosed in your Cookie Policy with its purpose.
Under CCPA, a Cookie Policy alone is not sufficient. A consent mechanism is recommended for analytics and marketing cookies to align with global privacy best practices.