Desktop Integration Inc, and its affiliates ("we") provides Computer, Network, Accounting, Tax, Graphics Design and Statistical Services to clients ("you"). We recognize and respect the privacy expectations of each of our clients and we believe that confidentiality and protection of personal information is one of our fundamental responsibilities.

• Information We May Collect
The collection and use of information about clients is fundamental to our providing them with services. We may collect information about individuals from the following sources:
  • Information from you (such as your name, home/business address, telephone number(s), date of birth, Social Security number(s), tax identification number(s), and financial information)
  • Information from you provided through our online forms on our website
  • Information we generate to service your account (such as tax returns and net worth statements)
  • Information from third parties with respect to your accounts (such as tax forms, bank statements, brokerage account statements, consumer reporting agencies)
Getting this information provides us with necessary data to complete legal financial documents for you, helps us to identify our clients’ needs and manage those relationships. It also enables us to develop products and services that meet the continuous needs of our clients.

• Information We May Disclose and to Whom
We may disclose your personal information to non-affiliated third parties only in very limited instances and then only in connection with providing accounting and consulting services to you. Some of the instances are listed below:
  • Disclosures to your attorney pursuant to your instructions
  • Disclosures as may be required by law
Under Massachusetts law, if you provide us with information which you identify as confidential pursuant to a professional engagement with us, we are not permitted to disclose that information without your consent, except in response to a court proceeding, to the Massachusetts Board of Public Accountancy or in the course of quality reviews of our firm.

• Our Security Practices
Policies and procedures are in place that are designed to safeguard the confidentiality of your personal information. These include:
  • Physical, electronic, and other safeguards to keep your personal information safe
  • Limitation of access to personal information to those employees who need it to perform their job duties
  • Protecting information of our former clients to the same extent as our current clients

If you have any questions or concerns please Contact Us.