Terms
Terms of Use
Last updated: August 15, 2026
About Theorem
Theorem provides on-demand back-office capacity for tax firms, including document chase, data entry, workpaper support, and file preparation. These Terms govern your use of our website and any inquiry, consultation, or engagement you enter into with us through it.
Using Our Website
You may use this website for lawful purposes and to learn about Theorem’s services. Please do not attempt to disrupt the site, misuse its content, or use it to send unsolicited or harmful communications.
The information on this website is general in nature. It is not accounting, tax, legal, or financial advice for your specific situation, and it should not be relied on as a substitute for professional advice tailored to your firm.
Services and Engagements
Our website helps you understand our services and start a conversation with our team. A request for information, discovery call, or website contact does not create a client relationship.
Any services we provide will be governed by a separate written engagement letter or service agreement. That agreement will set out the scope of work, responsibilities, fees, timelines, and any terms that apply to your engagement. If there is a conflict between these Terms and a signed client agreement, the client agreement controls. Your firm remains responsible for its own client relationships, client communications, and final review of all work product.
Your Responsibilities
To provide our services effectively, we rely on the workflows, positions, templates, and client records your firm shares with us. You are responsible for ensuring that the information you provide is accurate, complete, and supplied on time. We are not responsible for delays, errors, or outcomes caused by incomplete, inaccurate, or late information.
All work we prepare is intended for your firm’s internal review before it is relied upon or delivered to your clients. Your firm retains ownership of, and responsibility for, all client data and client relationships at all times.
Intellectual Property
Theorem’s website, brand, writing, design, and other content are owned by or licensed to Theorem and are protected by applicable intellectual property laws. You may view and share links to our content for personal or internal business use, but you may not copy, reproduce, modify, or commercially use it without our prior written permission.
Third-Party Links
Our website may link to third-party sites or tools for convenience. We do not control or endorse those services and are not responsible for their content, availability, privacy practices, or terms. Please review their policies before using them.
Privacy
When you contact us or use our website, we may collect information you choose to share and limited technical information needed to operate and improve the site. We handle that information in accordance with applicable law and our privacy practices. Please do not submit confidential client files or sensitive personal information through general website forms unless we have specifically asked you to do so through a secure channel.
No Guarantees
We work to keep our website accurate and available, but it is provided on an “as available” basis. We do not guarantee that the website will always be uninterrupted, error-free, or free from harmful components.
Limitation of Liability
To the extent permitted by law, Theorem will not be liable for indirect, incidental, special, consequential, or punitive damages arising from your use of this website. Nothing in these Terms limits liability where it cannot be limited under applicable law.
Changes to These Terms
We may update these Terms from time to time. Any changes will be posted on this page with an updated revision date. By continuing to use the website after changes are posted, you accept the revised Terms.
Contact
If you have questions about these Terms or would like to discuss capacity for your firm, please contact Theorem through our website.
