Dovetail — Privacy Summary
Dovetail — Privacy Summary Effective: 5/29/26
What we collect
Contact & ID: name, address, email, phone, date of birth, tax ID or driver’s license (when required).
Financial & business: bank/account details, tax returns, payroll, investment and financial statements.
Communications: call, email, and SMS records for service and compliance.
Other data you provide while using our Tax, Accounting, Financial Services, Insurance, or Consulting services.
How we use your information
Deliver services: tax prep, accounting, advisory, insurance placement, and consulting.
Identity verification and regulatory compliance (KYC, tax rules).
Appointments, reminders, tax‑deadline alerts, and client communications.
Improve security and operations and meet professional recordkeeping requirements.
Who can access your data?
Internal teams and relevant subsidiaries who need it to serve you.
Trusted vendors performing services on our behalf (secure hosting, document portals, payment processors). Vendors are contractually bound to confidentiality.
Government, courts, or regulators when legally required.
We DO NOT sell, rent, or share your personal data for third‑party advertising without your explicit consent.
Your choices & rights
Access & correction: request copies or updates to your personal data (subject to legal retention rules).
Deletion: request removal where permitted (we may retain records to meet legal and professional obligations).
Marketing opt‑out: opt‑out of marketing messages at any time (see SMS/web opt‑out instructions).
Contact the Privacy Officer below to exercise rights or ask questions.
Security & retention
We use technical, administrative, and physical safeguards (role‑based access, encryption where appropriate, secure backups).
Data is kept per legal/professional retention rules, then securely destroyed or anonymized when no longer required.
SMS & electronic communications
By opting into SMS/emails, you consent to receive messages per our SMS Terms. Msg & data rates may apply. Do not send highly sensitive details (SSNs, passwords) via SMS—use secure client portal links.