Data Security

The internet has dramatically enhanced our ability to communicate, share and store information, and connect with our clients and colleagues. These new technologies bring new capabilities, and with new capabilities comes an increased risk of data breaches.

At C&D we take data privacy and information security as fundamental components of how we conduct our business. We are committed to protecting the personal data and information. of all our clients.

We believe an essential component of our Firm is maintaining a robust security and client privacy and information system.


ShareFile a secure file sync and data share system
DocuSign an electronic signature and digital transaction management program
Dual factor authentication server access that requires both a password and a physical device. This basically eliminates any threats of hacking our data and our clients data.
Continuous onsite server replication
Daily onsite backup
Daily cloud based backup
Robust firewalls, Sophos antivirus and email protection
Continuous IT monitoring an outside IT enterprise watching and checking


Make sure your computer's operating system is up to date.
     If you're using Windows operating system go to Microsoft's website and look for operating system updates
     If you're using Apple's operating system go to Apple's website and look for operating system updates
Security Software Protect your computer by downloading security software and keep it current
Monitor your accounts looking for unusual or fraudulent activity
Contact us immediately if you suspect fraud and/or any "phishing' emails or calls from tax agencies
Protect your mobile devices do not connect to wi-fi hotspots to conduct any financial or sensitive transactions online