General website information
Information on this website is provided for general informational purposes. It is not legal, tax, accounting, or financial advice for a specific person or business. Viewing the website or submitting a general inquiry does not by itself create a professional engagement.
Public inquiries
The public inquiry pathway is designed to collect ordinary contact information and a general description of the service requested. This may include a name, email address, telephone number, preferred contact method, requested service, and brief non-sensitive context.
At this first-build stage, information entered into the demonstration form is not transmitted or stored. Before public launch, the form should be connected to DragonForge’s selected intake or practice-management system and this notice should be reviewed against the final workflow.
Sensitive information
Visitors should not submit Social Security numbers, tax forms, banking information, identity documents, birth dates, login credentials, or other sensitive records through a public website form. DragonForge provides secure links to exchange sensitive documents. See the Document Portal for help with uploads, signatures, and downloads.
Service providers and client systems
DragonForge may use professional service providers for website hosting, analytics, spam prevention, scheduling, practice management, document exchange, signatures, billing, payments, communication, bookkeeping, and tax preparation. The final provider list and related disclosures should be added when the operating systems are selected.
Security
DragonForge intends to separate ordinary website data from taxpayer records and to route sensitive client activity through systems selected for that purpose. No method of transmission or storage is risk-free, and visitors should contact DragonForge through a known channel if they suspect an unexpected or fraudulent request.
Changes to this notice
This notice should be updated when the website, intake process, Document Portal, service providers, or legal obligations change. The date above identifies the current draft.