Website Intake Form Terms & Conditions
Effective Date: 12/25/2025
These Terms & Conditions govern the use of our website and the submission of information through our online intake forms. By accessing our website or submitting an intake form, you acknowledge and agree to the terms outlined below.
1. Purpose of Website Intake Forms
Information provided via our website and intake forms is collected for the purpose of understanding your tax, accounting, or advisory needs and determining whether services may be offered.
Submission of an intake form:
- Does not establish a client relationship
- Does not constitute tax, legal, or financial advice
A formal client relationship is established only after a written engagement agreement has been executed.
2. Accuracy and Completeness of Information
By submitting information through our website or intake forms, you confirm that:
- The information provided is true, accurate, and complete to the best of your knowledge
- You agree to notify us promptly of any changes or corrections
- You understand that incomplete or inaccurate information may impact the accuracy, timing, or outcome of services
You remain solely responsible for the accuracy of all information and documents submitted.
3. Responsibility for Supporting Documentation
You acknowledge that:
- You are responsible for providing all documents and information necessary to perform requested services
- Additional documentation or clarification may be required
- Delays or omissions in providing documentation may affect timelines or results
4. Document Uploads and Temporary Website Storage
If document uploads are enabled through our website intake forms:
- Uploaded documents are considered temporary
- Documents are used solely for review and verification purposes
- Files uploaded through our website will be removed after processing
- Long-term document storage and ongoing document exchange are handled through our designated secure client system
Our website is not intended to serve as a permanent document repository.
5. Electronic Transmission and Website Security
We take reasonable steps to protect information submitted through our website. However:
- No method of electronic transmission or storage is completely secure
- Submission of information through our website is done at your discretion
- You consent to receive communications electronically regarding your inquiry or services
6. No Guarantee of Services or Outcomes
Submission of information through our website or intake forms does not guarantee:
- Acceptance as a client
- Provision of services
- Specific tax outcomes, refunds, or results
All services are subject to review, scope determination, and formal engagement.
7. Use of Submitted Information
Information provided via our website and intake forms is used solely for evaluating, preparing, and providing professional services, in accordance with applicable laws and professional standards.
We do not sell client information.
8. Changes to These Terms
We reserve the right to update these Terms & Conditions at any time. Updates will be posted on this page with a revised effective date. Continued use of our website or intake forms constitutes acceptance of any changes.
9. Contact Information
If you have questions regarding these Terms & Conditions or how information submitted through our website is handled, please contact:
Nedapro
Info@Nedapro.com
1-844-633-2776
