Privacy
Privacy Policy
Effective date: July 13, 2026
Who we are
Delvio Tax ("Delvio," "we," "us") provides professional tax-preparation software. This policy explains what we collect and how we use it.
Information we collect
Information you provide directly (such as your name, firm, and email when you contact us), and — for firms using the software — the tax and client data you enter or import to prepare returns.
How we use it
To provide and improve the software, respond to your inquiries, and operate our business. We do not sell your data.
How we protect it
We use industry-standard safeguards to protect data in transit and at rest. See our Security page.
Data ownership
Client data entered into Delvio belongs to the firm that entered it. You may request export or deletion of your data.
Contact
Questions about this policy? Email ken@thetaxshelter.com.