Terms of use

These terms apply to the DEY Group LLC website and client portal. By creating an account or using the portal, you agree to them.

The portal

The portal is for exchanging documents and messages with DEY Group about tax preparation. The terms of any tax preparation work, including fees, are agreed with DEY Group separately.

Your account

• Give accurate information when you register and keep it up to date.
• Keep your password private. We recommend turning on two-step sign-in.
• Tell us promptly if you think someone else has used your account.

What you upload

• Only upload documents that relate to your own taxes, or that you are authorised to share.
• Upload documents in the accepted formats. Files that fail our security checks may be rejected.
• You are responsible for the accuracy and completeness of the information you provide.

Acceptable use

Don't try to access other people's accounts or documents, interfere with the site's security, or use the site for anything unlawful. We may suspend accounts that do.

Availability

We work to keep the portal available and secure, but it may occasionally be unavailable for maintenance or reasons outside our control.

Privacy

How we handle your information is described in our privacy notice.

Changes and contact

We may update these terms and will show the date of the latest version on this page. Questions? Use the contact form.