Privacy notice

This notice explains what information DEY Group LLC (“DEY Group”, “we”) collects through this website and the client portal, how we use it, and who can see it.

What we collect

• Account information: your name, email address, a securely hashed version of your password, and, if you turn it on, two-step sign-in settings.
• Documents you upload: the tax documents and records you choose to send us through the portal.
• Messages: what you send through the contact form or the portal.
• Security records: sign-in times and similar records we keep to protect your account.

This website does not use analytics, advertising trackers or third-party embeds.

How we use it

We use your information to prepare your tax returns, communicate with you about them, and keep your account secure. We do not sell your information.

How your documents are protected

• Uploaded documents are encrypted at rest.
• Access is limited to you and DEY Group preparers working on your return.
• Connections to this site are encrypted in transit.

Email notifications

We send short emails when something needs your attention or the status of your return changes. These emails contain no document details; they ask you to log in to the portal.

How long we keep information

We keep account information and documents for the period set by DEY Group's records retention policy, then delete them securely.

Your choices

You can ask us about the information we hold about you, or ask us to correct it. Some records may need to be kept for the retention period described above.

Contact

Questions about this notice? Send us a message through the contact form.