Legal
Terms governing access to and use of Dovetail’s website, platform, and related services.
Last updated: August 5, 2026
These Terms of Service (these “Terms”) are a legal agreement between you and Dovetail Mgmt, LLC (“Dovetail,” “we,” “us,” or “our”) and govern your access to and use of our website located at Dovetailmgmt.co, any Dovetail-owned or operated web pages, portals, dashboards, onboarding tools, technology platforms, including any platform currently known as DovetailOne, and any related online services, content, materials, communications, or resources that link to these Terms (collectively, the “Services”).
By accessing or using the Services, creating an account, submitting information to us, or otherwise interacting with the Services, you agree to be bound by these Terms. If you do not agree to these Terms, you may not access or use the Services.
If you are using the Services on behalf of a firm, company, professional practice, or other entity, you represent that you have authority to bind that entity to these Terms. In that case, “you” and “your” refer to both you individually and that entity.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Disclaimer of Warranties
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.
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.
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.
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.
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.
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.
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.
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.
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.
Contact Us
Questions about these Terms may be directed to Dovetail Mgmt, LLC via Email at Marketing@dovetailone.com.