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Redtail Technology > Compliance

Compliance Announcements

The Redtail team thanks you for your patience during this time and asks that you contact us at with any further concerns.

Redtail Due Diligence

Understanding our users’ need for careful Vendor Assessment and Risk Management, Redtail proactively and voluntarily undergoes both the AICPA SOC 2 Type II Audit on an annual basis as well as the Industry Standard Report, the Shared Assessments® SIG LITE Questionnaire.

In order to satisfy your Due Diligence and Compliance Requirements, Redtail has assembled a list of Reports and Documents available upon request. Please see the list as follows:
* Indicates Mutual Non-Disclosure Agreement (NDA) required to be in place

  • Business Continuity, Disaster Preparedness and Recovery Plan
  • Certificate of Liability – Including Proof of Cybersecurity Insurance*
  • Financial Condition Statement (Letter)*
  • InfoSec Policies (ISP)
  • Mutual Non-Disclosure Agreement
  • Privacy Policy – Corporate website and PDF
  • Redtail Imaging Diagram*
  • Redtail System Development Life-Cycle*
  • Redtail CRM Diagram*
  • Redtail SOC 2 Type II (AICPA Service Organization Control Report)*
  • Redtail Technology’s Data Centers and Contact Information (SOC 2 Type 2 Reports)
  • Security Statement – Corporate website and PDF
  • SIG LITE (Shared Assessments® Member)*
  • Terms of Use– Corporate website and PDF

To request these additional documents, please contact

Redtail Risk Assessment Policy

Redtail Technology has revised its Risk Assessment policy in order that we might reduce the time and cost associated with processing multiple Risk Assessments. We ask that you first review our completed Shared Assessments® SIG Questionnaire and our most recent SOC 2 Type II Report.

If further questions or clarifications are needed, please submit those to the compliance department: