Compliance Language
Use this internal page to review regulated language before launch. It is not legal advice, but it flags the areas that should be checked carefully.
Only state that Fidara is a CPA firm or offers CPA services if licensing and registration are complete and accurate. Until then, use broader language such as accounting, tax-readiness, advisory, and financial operations support.
Educational tax content should clearly state that it is general information and not tax advice for a specific person or business.
Avoid guaranteeing security outcomes. Use language around cybersecurity basics, access controls, backup planning, workflows, and support coordination.
Avoid investment management or financial planning claims unless the proper licenses, registrations, and engagement terms are in place.
Use real testimonials only with permission. If using anonymous scenarios, label them as scenarios or examples.