Contact: 800-206-5030
support@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 7am-4pm
Pacific Time
Ext. 4
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 7am-4pm
Pacific Time
Ext. 4
Compliance
Redtail Technology is not affected by the VMware vulnerabilities reported by the Cybersecurity and Infrastructure Security Agency (CISA) on May 18th, 2022. We continue to run internal and external scans to confirm that we are not impacted. During this time, we are ensuring our clients’ safety by performing due diligence on our Partners and Vendors to identify any risks they might pose.
The Redtail team thanks you for your patience during this time and asks that you contact us at compliance@redtailtechnology.com 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
- 201 CMR 17.00: Standards for the Protection of Personal Information of Residents of the Commonwealth of Massachusetts
- Business Continuity, Disaster Preparedness and Recovery Plan
- Certificate of Liability – Including Proof of Cybersecurity Insurance*
- Financial Condition Statement (Letter)*
- FINRA Letter
- InfoSec Policies (ISP)
- Mutual Non-Disclosure Agreement
- Privacy Acknowledgment Agreement GLBA Letter
- 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 compliance@redtailtechnology.com.
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: compliance@redtailtechnology.com