What is Dovetail

This is Dovetail.

An operating foundation that gives independent CPA firms the systems, support, and institutional-grade infrastructure to launch, run, and scale, without giving up autonomy, identity, or ownership.

What Dovetail Provides

A foundation you can build on.

You keep the practice and the relationships. Dovetail provides the infrastructure that powers your firm behind the scenes, from technology and operations to people, processes, and support.

Built for practitioners who want the capabilities of a top-tier firm without giving up the independence they've worked to build. You remain the owner. You focus on your clients and we’ll handle the rest.

Day-one infrastructure

Ready when you are.

Technology stack

Your devices, your IT, and the operating platform, set up and managed for you.

Technology stack

Your devices, your IT, and the operating platform, set up and managed for you.

Technology stack

Your devices, your IT, and the operating platform, set up and managed for you.

Shared operations team

A real bench of operators working behind your firm, plus a centralized help desk.

Shared operations team

A real bench of operators working behind your firm, plus a centralized help desk.

Shared operations team

A real bench of operators working behind your firm, plus a centralized help desk.

Workflow systems

Standardized processes so the firm runs the same way every time.

Workflow systems

Standardized processes so the firm runs the same way every time.

Workflow systems

Standardized processes so the firm runs the same way every time.

Billing and collections

We invoice clients and chase receivables so revenue stops slipping.

Billing and collections

We invoice clients and chase receivables so revenue stops slipping.

Billing and collections

We invoice clients and chase receivables so revenue stops slipping.

Bookkeeping support

Your firm books are kept current by the back office.

Bookkeeping support

Your firm books are kept current by the back office.

Bookkeeping support

Your firm books are kept current by the back office.

Administrative support

The day-to-day admin load is lifted off your desk.

Administrative support

The day-to-day admin load is lifted off your desk.

Administrative support

The day-to-day admin load is lifted off your desk.

HR and payroll

Payroll, benefits, and HR systems are handled for you.

HR and payroll

Payroll, benefits, and HR systems are handled for you.

HR and payroll

Payroll, benefits, and HR systems are handled for you.

Tax software stack

The full professional toolset, licensed and maintained.

Tax software stack

The full professional toolset, licensed and maintained.

Tax software stack

The full professional toolset, licensed and maintained.

Operational excellence

The processes and guidance behind a well-run firm.

Operational excellence

The processes and guidance behind a well-run firm.

Operational excellence

The processes and guidance behind a well-run firm.

Dedicated client success manager

Direct, ongoing support from someone who knows your practice.

Dedicated client success manager

Direct, ongoing support from someone who knows your practice.

Dedicated client success manager

Direct, ongoing support from someone who knows your practice.

White-glove at launch

A seamless implementation, led by experts.

Operational utility after

Reliable operational support every day.

You're in good company

Infrastructure is the reason firms join. Community is the reason they stay.

Dovetail begins as infrastructure and grows into a network of independent operators, with shared recruiting, referrals, succession pathways, and deal flow added as the ecosystem matures.

The corrected math

Work less, keep more.

Work less,
keep more.

No email. No signup. See the impact instantly

$150k$500k
$500k$5M
50%100%

Your Current Compensation$200,000
Potential Compensation at Dovetail$637,500
$150k$500k
$500k$5M
50%100%

Your Current Compensation$200,000
Potential Compensation at Dovetail$637,500

See what this could look like for your practice.

See what this could look like for your practice.

Illustrative model. Final rates and logic to be set with Dovetail. Numbers stay conservative and honest by design.

Stay in the loop

Occasional notes as Dovetail grows. No spam.

Independence with infrastructure.

© 2026 Dovetail Mgmt, LLC.

An operating foundation for independent CPA firms.

Stay in the loop

Occasional notes as Dovetail grows. No spam.

Independence with infrastructure.

© 2026 Dovetail Mgmt, LLC.

An operating foundation for independent CPA firms.

Stay in the loop

Occasional notes as Dovetail grows. No spam.

Independence with infrastructure.

© 2026 Dovetail Mgmt, LLC.

An operating foundation for independent CPA firms.

Stay in the loop

Occasional notes as Dovetail grows. No spam.

Independence with infrastructure.

© 2026 Dovetail Mgmt, LLC.

An operating foundation for independent CPA firms.