Privacy Policy & Terms of Service

1. Scope of this Privacy Policy

This Privacy Policy applies to information we collect before, during, and after a firm signs up for Dovetail, including when you visit our website, request information, schedule a demo, sign up for updates, communicate with us, create or access an account, use DovetailOne or another Dovetail platform, participate in onboarding, connect systems or accounts, receive support, use billing or payment-related features, or otherwise interact with the Services.

In some circumstances, Dovetail processes information in connection with a member firm’s signup, onboarding, platform access, technology provisioning, billing, payment processing, revenue-share calculation, account administration, support, and ongoing use of the Services. For example, a member firm may provide or permit us to access information relating to that firm, its owners, personnel, systems, accounts, revenues, Firm Clients, billing activity, payment activity, connected software, or technology environment. In those cases, the member firm remains responsible for its professional services, client relationships, client notices, client consents, privacy obligations, professional obligations, and compliance obligations, and Dovetail processes information as described in the applicable agreement and this Privacy Policy.

This Privacy Policy does not apply to websites, products, services, applications, platforms, or integrations that are owned or operated by third parties, even if they are linked from or integrated with the Services. Third-party services are governed by their own terms and privacy policies.

For purposes of this Privacy Policy, “member firm” means a firm, company, professional practice, or other customer that signs up for or uses Dovetail’s paid services, platform, onboarding, technology, management, billing, support, or related services, and “Firm Clients” means the clients, customers, or end users of a member firm.

2. Information We Collect

We may collect information that you provide directly to us, including your name, email address, phone number, mailing address, business address, firm or company name, job title, role, professional license information, states of practice, firm size, firm revenue ranges, business needs, demo requests, support requests, communications, preferences, and any other information you choose to provide through forms, emails, calls, onboarding workflows, or other communications.

If you or your firm uses our onboarding or platform services, we may collect business and operational information about the firm, including legal entity name, EIN or tax identification information where needed for onboarding, registered address, authorized signatories, principal information, staff user information, domain and email information, brand assets, system access information, billing configuration, software stack information, revenue reporting, operational metrics, support history, onboarding status, device provisioning information, and information needed to configure or support DovetailOne or related systems.

We may collect payment, billing, and financial information needed to administer fees and payment mechanics, including billing contacts, bank account verification information, ACH authorization information, payment processor identifiers, invoice and payment history, revenue-share calculations, account connection status, failed-payment information, refunds, security deposit information, and related reconciliation data. We generally use third-party payment processors, banks, Plaid or similar connection tools, Stripe or similar payment infrastructure, accounting platforms, or other providers to process, verify, or support these functions.

We may process information relating to customers or clients of member firms when necessary to provide the Services. This may include names, contact information, billing information, invoice and payment information, engagement-related information, financial or tax information, and other information a member firm provides to us or authorizes us to access. We refer to this information in this Privacy Policy as “Firm Client Information.” Dovetail does not use Firm Client Information to provide professional accounting, tax, audit, attest, legal, investment, or regulated professional services.

We may collect information automatically when you use the Services, including IP address, device identifiers, browser type, operating system, referring pages, pages viewed, links clicked, session activity, date and time of access, approximate location derived from IP address, log files, cookie identifiers, diagnostic data, authentication logs, account activity, feature usage, and other technical or usage information.

We may receive information from third parties, including payment processors, analytics providers, advertising and marketing providers, customer relationship management tools, cloud hosting providers, financial data connection providers, accounting software, tax or practice-management platforms, identity and device-management providers, referral sources, professional contacts, publicly available sources, and other business partners.

3. Sensitive, Financial, Tax, and Professional Information

Because Dovetail serves accounting, CPA, tax, advisory, and other professional firms, the Services may involve information that is sensitive in a business or professional context. This may include financial account information, tax-related information, business revenue information, professional license information, client billing information, and Firm Client Information. We use such information only as reasonably necessary to provide, support, secure, administer, and improve the Services; comply with applicable law; enforce agreements; and protect Dovetail, member firms, Firm Clients, and others.

To the extent we receive or process “tax return information” within the meaning of Section 7216 of the Internal Revenue Code, we intend to use and disclose such information only as permitted by applicable law, applicable consents, and the relevant agreement with the member firm. Member firms are responsible for obtaining any taxpayer consents, client consents, engagement permissions, or notices required for Dovetail to access or process information in connection with the Services.

We do not intentionally collect consumer health information, precise geolocation information, biometric information, government-issued identification numbers, or other highly sensitive personal information through our public website unless you voluntarily provide it or it is required for a specific onboarding, verification, compliance, support, or contractual purpose.

4. Cookies and Similar Technologies

We and our service providers may use cookies, pixels, tags, scripts, local storage, SDKs, log files, and similar technologies to operate the Services, remember preferences, authenticate users, measure site performance, understand usage, improve functionality, secure accounts, detect fraud or misuse, and evaluate marketing performance. You may be able to control cookies through your browser settings or device settings. If you disable cookies or similar technologies, some features of the Services may not function properly. Where required by law, we will provide additional notice or choices regarding cookies and similar technologies.

5. How We Use Information

We use information to provide, operate, maintain, administer, secure, and improve the Services, including to respond to inquiries, schedule demos, process onboarding, configure accounts, provision users, manage access, provide support, operate DovetailOne, administer payment and revenue-share mechanics, calculate fees, generate reports, reconcile transactions, troubleshoot issues, and communicate with users and member firms.

We use information to manage our business relationship with current and prospective customers, member firms, vendors, referral sources, and business partners. This includes evaluating fit for the Services, preparing proposals, sending service communications, providing updates, managing contracts, processing payments, collecting amounts owed, enforcing agreements, and maintaining business records.

We use information to protect the security, integrity, availability, and proper operation of the Services. This includes authenticating users, monitoring account activity, detecting and preventing fraud, misuse, unauthorized access, security incidents, payment failures, and violations of our terms or agreements. We may use information to improve our platform, workflows, support processes, analytics, reporting, benchmarking, products, services, marketing, and business operations. When practical, we use aggregated or de-identified information for analytics, benchmarking, and service improvement.

We may use contact information to send transactional, administrative, legal, billing, support, security, onboarding, and service-related communications. We may also send marketing communications, newsletters, event invitations, product updates, and other promotional messages where permitted by law. You may opt out of marketing communications, but we may continue to send non-marketing communications related to the Services, your account, billing, security, or legal matters.

We may use information to comply with legal obligations, respond to lawful requests, enforce our rights, resolve disputes, perform audits, maintain compliance records, and protect the rights, property, and safety of Dovetail, users, customers, member firms, Firm Clients, and others.

6. How We Disclose Information

We may disclose information to service providers, vendors, contractors, consultants, and professional advisors who perform services for us or on our behalf, including hosting, cloud infrastructure, analytics, customer support, payment processing, ACH and banking support, Plaid or similar financial connection tools, Stripe or similar payment tools, accounting software, email delivery, CRM, cybersecurity, identity management, device management, legal, accounting, insurance, and other operational support services. These recipients are permitted to use information only as reasonably necessary to provide services to us, subject to applicable contractual and legal obligations.

We may disclose information to third-party platforms, integrations, and tools that you or your firm choose to connect to, authorize, or use in connection with the Services. This may include accounting software, tax or practice-management software, payment processors, banks, financial data aggregators, payroll or HR tools, password management tools, identity providers, communication platforms, device-management tools, and other systems used to deliver the Services.

We may disclose information within Dovetail and to our affiliates, managers, members, officers, employees, contractors, representatives, and agents as reasonably necessary for the purposes described in this Privacy Policy and any applicable agreement.

We may disclose information when required or permitted by law, legal process, subpoena, court order, governmental request, regulatory inquiry, or professional obligation, or when we believe disclosure is reasonably necessary to protect rights, safety, security, property, prevent fraud, enforce agreements, collect amounts owed, investigate misuse, or defend against claims.

We may disclose or transfer information in connection with a merger, acquisition, financing, reorganization, sale of assets, bankruptcy, diligence process, corporate transaction, or similar business transaction involving Dovetail or its assets.

We may disclose aggregated, anonymized, or de-identified information that does not reasonably identify you, your firm, or Firm Clients. We may use such information for analytics, benchmarking, reporting, service improvement, research, marketing, and other business purposes.

We do not sell personal information in the ordinary sense of exchanging it for money. We also do not knowingly sell or share personal information of children under 16. Some privacy laws define “sale” or “sharing” broadly to include certain advertising or analytics activities; where applicable, we will provide required rights or opt-out mechanisms.

7. Firm Client Information and Business Customer Data

Dovetail’s customers and member firms may provide or authorize access to Firm Client Information. In those circumstances, the member firm is responsible for determining the lawful basis for collection, use, disclosure, and processing of such information, including providing any required notices and obtaining any required consents from Firm Clients.

Dovetail processes Firm Client Information to provide the Services, administer payment and billing support, support onboarding and platform functions, provide operational and technical support, comply with applicable law, secure the Services, and perform obligations under applicable agreements. Dovetail does not claim ownership of Firm Client Information and does not use Firm Client Information for unrelated marketing to Firm Clients.

If you are a Firm Client of one of our member firms and have questions about your information, you should contact the member firm directly. We may not be able to respond directly to requests relating to Firm Client Information unless authorized by the relevant member firm or required by law.

8. Data Access, Plaid, ACH, Payment, and Account Connections

The Services may involve connections to bank accounts, payment processors, accounting software, tax software, practice-management tools, or other systems. These connections may be used to verify accounts, support ACH authorization, read revenue or transaction data, calculate fees, reconcile payments, operate dashboards, provide reporting, or support onboarding and ongoing operations.

When you connect an account through Plaid or a similar provider, Stripe or a similar payment processor, QBO or another accounting platform, TaxDome or another practice-management platform, or any other third-party service, your information may be collected and processed by that third party under its own terms and privacy policy. Dovetail is not responsible for the privacy or security practices of third-party services.

You should not provide or connect any account, data source, or system unless you have authority to do so and your use is consistent with applicable law, professional obligations, client obligations, and any agreement governing that account or system.

9. Data Security

We use commercially reasonable administrative, technical, and physical safeguards designed to protect information within our control against unauthorized access, use, disclosure, alteration, or destruction. These safeguards may include access controls, authentication, logging, encryption where appropriate, vendor review, device-management practices, password-management practices, security policies, and other measures appropriate to the nature of the information and the Services.

No method of transmission, storage, processing, or security is completely secure. We cannot guarantee absolute security, and you are responsible for using appropriate safeguards when accessing the Services, including protecting credentials, limiting user access, securing devices, and promptly notifying us of suspected unauthorized access or security incidents.

10. Data Retention

We retain information for as long as reasonably necessary to provide the Services, operate our business, maintain records, comply with legal, tax, accounting, contractual, and professional obligations, resolve disputes, enforce agreements, collect amounts owed, maintain security, and protect our rights and interests.

Retention periods may vary depending on the type of information, the purpose for which it is processed, legal requirements, contractual obligations, backup cycles, security needs, and operational requirements. When information is no longer needed, we take reasonable steps to delete, de-identify, aggregate, or securely retain it in accordance with our practices and applicable law.

11. Your Choices and Rights

You may choose not to provide certain information, but doing so may limit your ability to use the Services or may prevent us from providing requested services. You may also ask us to update or correct certain information by contacting us.

You may opt out of marketing emails by using the unsubscribe link in the applicable email or by contacting us. Even after opting out, you may continue to receive transactional, administrative, support, billing, security, legal, and service-related messages. Depending on your location and applicable law, you may have rights to request access to, correction of, deletion of, portability of, or restriction of certain personal information. You may also have rights to object to certain processing or opt out of certain sales, sharing, targeted advertising, or profiling. We will respond to verified requests as required by applicable law.

We may need to verify your identity and authority before responding to a privacy request. If you submit a request on behalf of another person or entity, we may require proof that you are authorized to act on their behalf. We will not discriminate against you for exercising privacy rights protected by applicable law.

12. U.S. State Privacy Disclosures

Certain U.S. state privacy laws may require additional disclosures. The categories of personal information we may collect include identifiers, business contact information, internet or electronic network activity information, commercial information, professional or employment-related information, financial and payment-related information, account access information, and inferences drawn from such information. We collect these categories from you, your firm, your authorized users, member firms, Firm Clients where provided by a member firm, service providers, business partners, third-party integrations, and automatically through the Services.

We use and disclose these categories for the business and commercial purposes described in this Privacy Policy, including providing and improving the Services, onboarding customers, processing payments, supporting platform access, securing the Services, communicating with users, marketing, compliance, and enforcement. We may disclose these categories to service providers, affiliates, professional advisors, third-party integrations, payment processors, cloud and software providers, and other parties described in this Privacy Policy.

We do not use or disclose sensitive personal information for purposes that would require a right to limit under California law, unless we provide the required notice and choice. We do not knowingly sell or share personal information of individuals under 16 years of age.

13. International Users

Dovetail is based in the United States, and the Services are intended for use by individuals and businesses located in the United States. We do not intentionally market or direct the Services to individuals located outside the United States. If you access or use the Services from outside the United States, you understand that your information may be transferred to, stored in, and processed in the United States, where our business and service providers are located. By accessing or using the Services from outside the United States, you acknowledge that the laws of the United States may differ from the laws of your location. If you are located outside the United States, you are responsible for determining whether your access to and use of the Services complies with local law.

Dovetail Mgmt, LLC. | Marketing@dovetailone.com

This document is a general template provided for convenience and does not constitute legal advice. Please have it reviewed by qualified legal counsel before publishing.

14. Children’s Privacy

The Services are intended for business professionals and are not directed to children under the age of 18. We do not knowingly collect personal information from children. If you believe a child has provided personal information to us, please contact us so that we may take appropriate action.

15. Third-Party Links and Services

The Services may include links to or integrations with third-party websites, products, services, applications, platforms, or tools. We do not control those third parties and are not responsible for their privacy practices, security practices, content, terms, or policies. You should review the privacy policies and terms of any third-party service before using it or providing information to it.

16. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. When we update it, we will revise the “Last Updated” date above. If changes are material, we may provide additional notice as required by law or as we deem appropriate. Your continued use of the Services after an updated Privacy Policy is posted means that you acknowledge the updated Privacy Policy.

17. Contact Us

If you have questions about this Privacy Policy or our privacy practices, you may contact us via email at Marketing@dovetailone.com.

1. Relationship to Other Agreements

These Terms apply generally to your access to and use of our website and online Services. Certain services, including onboarding, management services, payment processing, technology provisioning, revenue-share arrangements, support services, and member-firm participation, may be governed by a separate written agreement, engagement order, master services agreement, order form, statement of work, ACH authorization, or other written agreement between you or your firm and Dovetail (collectively, “Separate Agreements”). If there is a conflict between these Terms and a Separate Agreement, the Separate Agreement will control with respect to the subject matter of that Separate Agreement.

2. Who We Are

Dovetail provides operating infrastructure, technology, administrative support, billing support, back-office systems, onboarding support, and related non-professional management services for independent accounting, CPA, tax, advisory, and other professional firms. Dovetail is not a public accounting firm, CPA firm, law firm, financial advisor, investment advisor, or provider of professional accounting, tax, audit, attest, assurance, legal, investment, or regulated professional services.

3. Eligibility

You must be at least eighteen (18) years old and legally able to enter into a binding contract to use the Services. By using the Services, you represent that you meet these requirements; that all information you provide to us is accurate, current, and complete; that you will maintain and promptly update such information as needed; and that your use of the Services does not violate any law, regulation, professional rule, contract, or obligation applicable to you.

4. Accounts; Credentials; Security

Certain Services may require you to create an account or receive login credentials. You are responsible for maintaining the confidentiality of your login credentials and for all activity occurring under your account. You agree to use only your own authorized credentials, not to share access credentials with any unauthorized person, promptly notify us of any unauthorized access or suspected security incident, ensure that your personnel and authorized users comply with these Terms, and use commercially reasonable security practices when accessing the Services. We may suspend, disable, or terminate access to any account if we reasonably believe the account is inaccurate, compromised, misused, used in violation of these Terms, or poses a security, legal, operational, or reputational risk.

5. Limited License to Use the Services; Use Restrictions

Subject to these Terms and any applicable Separate Agreement, we grant you a limited, revocable, non-exclusive, non-transferable, non-sublicensable license to access and use the Services solely for their intended purpose. We reserve all rights not expressly granted. No ownership rights are transferred to you by your use of the Services. You may not, directly or indirectly, copy, reproduce, modify, adapt, reformat, repurpose, reverse engineer, scrape, download, extract, mirror, frame, imitate, recreate, or create derivative works from any portion of the Services, the Dovetail Platform, DovetailOne, our website, content, text, designs, layouts, workflows, forms, templates, service model, pricing model, revenue-share model, onboarding process, support process, operating procedures, business methods, user experience, marketing materials, client materials, dashboards, reports, or other Dovetail materials, except with our prior written consent. You may not use the Services or any Dovetail materials to build, assist, support, operate, finance, advise, invest in, or improve any competing or similar business, platform, alliance, network, management-services company, software product, back-office system, billing system, referral network, staffing network, or professional-services infrastructure model.

6. Acceptable Use

You agree not to, directly or indirectly, use the Services for any unlawful, fraudulent, misleading, abusive, harmful, or unauthorized purpose; violate any applicable law, regulation, professional rule, ethical obligation, privacy obligation, data-security obligation, or third-party right; access or use the Services in a manner that could interfere with, damage, disable, overburden, or impair the Services or our systems; copy, scrape, crawl, index, harvest, extract, or collect data from the Services except as expressly authorized by us; use bots, spiders, scrapers, automated tools, or similar methods to access the Services in a manner not authorized by us; attempt to gain unauthorized access to any account, system, network, platform, software, database, or non-public portion of the Services; test, scan, probe, or attempt to bypass the security or authentication measures of the Services; upload, transmit, or introduce malicious code, malware, viruses, worms, Trojan horses, ransomware, or other harmful material; reverse engineer, decompile, disassemble, modify, translate, or create derivative works from any portion of the Services, except to the extent such restriction is prohibited by law; resell, sublicense, rent, lease, distribute, or commercially exploit the Services except as expressly authorized in writing; use the Services to develop, train, support, or improve a competing product, service, platform, network, alliance, or management-services business; misrepresent your identity, affiliation, authority, or relationship with any person or entity; use the Services to send spam, unsolicited messages, or unlawful communications; or permit any unauthorized third party to access or use the Services. Unauthorized use may result in suspension or termination of access and may subject you to civil or criminal liability.

7. Professional Responsibility; No Professional Advice

The Services and all content made available through the Services are provided for general informational, operational, administrative, and business-support purposes only. Dovetail does not provide accounting, audit, attest, assurance, tax, legal, investment, financial, or other regulated professional advice through the Services. Nothing on the Services should be interpreted as professional advice, a professional opinion, or a substitute for your own independent professional judgment.

If you are an accounting, CPA, tax, advisory, or professional firm, you remain solely responsible for your professional services, client relationships, professional judgment, licensure, independence, ethical and regulatory obligations, client files and work product, engagement letters and client communications, and compliance with all applicable professional rules and laws. You should consult qualified professionals before making decisions based on any information available through the Services.

8. Member Firm and Client Information

If you provide us with information relating to your firm, clients, customers, employees, contractors, vendors, finances, tax matters, business operations, or systems, you represent and warrant that you have all rights, consents, authorizations, and legal bases necessary to provide that information to us and to permit us to use it in connection with the Services and any applicable Separate Agreement. You are responsible for ensuring that your use of the Services complies with your confidentiality, privacy, tax, data-security, client-consent, and professional- responsibility obligations.

9. Payment Processing and Financial Information

Certain Services may involve billing, invoicing, ACH debit authorization, payment processing, revenue-share calculations, reporting, reconciliation, or related payment infrastructure. Any such payment or revenue-share arrangements will be governed by the applicable Separate Agreement, ACH authorization, engagement order, or other written documentation.

You agree that you will not interfere with, bypass, disable, redirect, or circumvent any authorized payment-processing, reporting, ACH debit, or fee-collection mechanism implemented in connection with the Services. Dovetail is not a bank, money transmitter, escrow agent, trustee, fiduciary, or payment processor, unless expressly stated in a Separate Agreement. Third-party payment processors and financial technology providers may have their own terms, conditions, and privacy practices.

10. Intellectual Property

The Services, including all websites, platforms, portals, dashboards, software, technology, workflows, templates, processes, methods, documentation, text, graphics, logos, images, icons, user interfaces, designs, databases, analytics, reports, pricing models, revenue-share models, operating models, business methods, service models, know-how, training materials, and other content or materials provided by Dovetail, are owned by Dovetail or its licensors and are protected by intellectual property and other laws.

Except as expressly permitted by these Terms or a Separate Agreement, you may not copy, reproduce, modify, adapt, translate, distribute, display, perform, publish, transmit, resell, sublicense, commercialize, reverse engineer, create derivative works from, or otherwise exploit any part of the Services.

11. Dovetail Marks

“Dovetail,” “DovetailOne,” our logos, product names, service names, slogans, trade dress, and other Dovetail names, marks, and branding are trademarks, service marks, or trade names of Dovetail. You may not use them without our prior written consent. Nothing in these Terms grants you any license or right to use Dovetail’s names, marks, logos, branding, or trade dress.

12. Feedback

If you submit ideas, feedback, comments, suggestions, improvements, requests, or recommendations regarding Dovetail, the Services, DovetailOne, our platform, our business model, or our services, you agree that we may use, modify, commercialize, and exploit such feedback without restriction, attribution, compensation, or obligation to you. Feedback is not treated as confidential unless we separately agree in writing.

13. Communications Consent

By providing your contact information, you agree that Dovetail may contact you by email, phone, text message, or other communication methods regarding the Services, your account, onboarding, support, billing, payment, product updates, service updates, marketing, and other business matters. You may opt out of marketing emails by using the unsubscribe link in the applicable email or by contacting us. Even if you opt out of marketing communications, we may still send transactional, administrative, legal, security, billing, and service-related communications. Message and data rates may apply for text messages. Your consent to marketing communications is not required to purchase services from us.

14. Third-Party Services

The Services may link to, integrate with, or rely on third-party websites, platforms, software, payment processors, financial institutions, data providers, identity providers, cloud services, tax software, accounting software, practice-management tools, payroll providers, communication tools, and other third-party products or services. We do not control third-party services and are not responsible for their content, availability, security, performance, errors, omissions, terms, policies, or practices. Your use of third-party services may be subject to separate terms and privacy policies. We may modify, replace, suspend, or discontinue integrations with third-party services at any time.

15. Fees; Paid Services

If you purchase, subscribe to, or receive paid Services, the applicable fees, billing terms, payment terms, revenue-share terms, onboarding fees, ACH authorization, cancellation terms, and refund terms will be set forth in the applicable Separate Agreement or order documentation. Unless otherwise stated in a Separate Agreement, all fees are non-refundable. We may suspend or terminate access to paid Services for nonpayment or payment failure.

16. Availability; Modifications to Services

We may modify, update, suspend, limit, replace, or discontinue any portion of the Services at any time. We do not guarantee that the Services will be uninterrupted, error-free, secure, or available at all times. We may perform maintenance, updates, upgrades, or changes that affect availability or functionality. We are not liable for any unavailability, downtime, delay, error, or loss resulting from maintenance, third-party services, internet outages, cyber events, or circumstances outside our reasonable control.

17. Disclaimer of Warranties

TO THE FULLEST EXTENT PERMITTED BY LAW, THE SERVICES ARE PROVIDED “AS IS,” “AS AVAILABLE,” AND “WITH ALL FAULTS,” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE. DOVETAIL DISCLAIMS ALL WARRANTIES, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, AVAILABILITY, SECURITY, RELIABILITY, AND QUIET ENJOYMENT. WE DO NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, SECURE, CURRENT, COMPLETE, ACCURATE, OR FREE FROM VIRUSES OR OTHER HARMFUL COMPONENTS. WE DO NOT WARRANT ANY PARTICULAR BUSINESS, FINANCIAL, REVENUE, PROFIT, GROWTH, CLIENT, STAFFING, OPERATIONAL, OR PROFESSIONAL OUTCOME.

These Terms are governed by the laws of the State of Florida, without regard to its conflict-of-laws rules. You agree that any dispute arising out of or relating to these Terms or the Services will be resolved exclusively in the state or federal courts located in Palm Beach Palm Beach Palm Beach county, Florida, and you consent to the jurisdiction of those courts.

18. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, DOVETAIL AND ITS AFFILIATES, MEMBERS, MANAGERS, OFFICERS, DIRECTORS, EMPLOYEES, CONTRACTORS, AGENTS, REPRESENTATIVES, LICENSORS, SERVICE PROVIDERS, SUCCESSORS, AND ASSIGNS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, EXEMPLARY, PUNITIVE, LOST PROFIT, LOST REVENUE, LOST BUSINESS, LOST GOODWILL, LOSS OF DATA, BUSINESS INTERRUPTION, OR SIMILAR DAMAGES ARISING OUT OF OR RELATING TO THE SERVICES, THESE TERMS, OR YOUR USE OF OR INABILITY TO USE THE SERVICES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. TO THE FULLEST EXTENT PERMITTED BY LAW, DOVETAIL’S TOTAL LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICES WILL NOT EXCEED THE GREATER OF THE AMOUNT YOU PAID TO DOVETAIL FOR THE SERVICES GIVING RISE TO THE CLAIM DURING THE THREE (3) MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM OR ONE HUNDRED DOLLARS ($100). Some jurisdictions do not allow certain limitations of liability, so some of the above limitations may not apply to you.

19. Indemnification

You agree to defend, indemnify, and hold harmless Dovetail and its affiliates, members, managers, officers, directors, employees, contractors, agents, representatives, licensors, service providers, successors, and assigns from and against all claims, demands, actions, damages, liabilities, losses, costs, and expenses, including reasonable attorneys’ fees, arising out of or relating to your access to or use of the Services; your violation of these Terms; your violation of any law, regulation, professional rule, ethical obligation, contract, or third-party right; information, data, content, or materials you provide to us; your professional services, client relationships, or business operations; your misuse of the Services, Dovetail IP, DovetailOne, or any third-party service; or any user, employee, contractor, agent, or representative who accesses the Services through your account or on your behalf. We reserve the right to assume the exclusive defense and control of any matter subject to indemnification, at your expense, and you agree to cooperate with our defense of such claims.

20. Suspension and Termination

We may suspend, restrict, or terminate your access to the Services at any time, with or without notice, if we believe that you violated these Terms or any Separate Agreement; your account has been compromised or misused; your use creates legal, security, operational, reputational, or financial risk; you fail to pay amounts owed; we are required to do so by law or third-party provider requirements; or we discontinue or materially modify the Services. Upon termination, your right to access and use the Services will cease immediately. Sections that by their nature should survive termination will survive, including provisions relating to intellectual property, feedback, confidentiality, disclaimers, limitation of liability, indemnification, dispute resolution, and general terms.

21. Force Majeure

We are not liable for delay or failure to perform resulting from causes beyond our reasonable control, including acts of God, natural disasters, hurricanes, floods, fires, epidemics, pandemics, war, terrorism, civil unrest, labor disputes, governmental action, changes in law, power failures, telecommunications failures, internet outages, cyberattacks, data-center failures, payment processor outages, software vendor outages, third-party platform failures, supply-chain disruptions, or failures of subcontractors or vendors caused by any of the foregoing.

22. Governing Law; Venue

These Terms are governed by and construed in accordance with the laws of the State of Florida, without regard to conflict-of-law principles. You agree that any action, proceeding, or dispute arising out of or relating to these Terms or the Services will be brought exclusively in the state or federal courts located in Palm Beach County, Florida. You irrevocably consent to the jurisdiction and venue of those courts and waive any objection based on inconvenient forum, improper venue, or lack of personal jurisdiction.

23. Attorneys’ Fees

In any action, proceeding, or dispute arising out of or relating to these Terms or the Services, the prevailing party will be entitled to recover its reasonable attorneys’ fees, costs, and expenses from the non-prevailing party, including fees and costs incurred before suit, at trial, on appeal, in bankruptcy, and in any collection or enforcement proceedings.

24. Changes to These Terms

We may update these Terms from time to time. When we do, we will revise the “Last Updated” date above. The updated Terms will be effective when posted unless a later effective date is stated. Your continued use of the Services after updated Terms become effective means you accept the updated Terms. If you do not agree to the updated Terms, you must stop using the Services.

25. General Terms

These Terms, together with any applicable Separate Agreement, constitute the agreement between you and Dovetail regarding your use of the Services. If any provision of these Terms is found unenforceable, that provision will be modified to the minimum extent necessary to make it enforceable, and the remaining provisions will remain in full force and effect. Our failure to enforce any provision of these Terms is not a waiver of that provision or any other provision. You may not assign or transfer these Terms without our prior written consent. We may assign or transfer these Terms, in whole or in part, without restriction, including in connection with a merger, acquisition, reorganization, financing, sale of assets, or operation of law. No third party has any rights under these Terms unless expressly stated.

26. Contact Us

Questions about these Terms may be directed to Dovetail Mgmt, LLC via Email at Marketing@dovetailone.com.