( Theorem)

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Process

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Try your first 5 files free

( Theorem)

About

Services

Benefits

Process

Blog

Contact

Get Started

( Theorem)

(

)

U.S.-based overflow support for tax firms. Same workflow, defined scope, your firm stays in control.

Try your first 5 files free

(

)

U.S.-based overflow support for tax firms. Same workflow, defined scope, your firm stays in control.

Try your first 5 files free

More capacity. Same workflow. Your firm stays in control. We handle the routine work, inside the systems you already use.

( U.S.-based overflow support )

Join the tax firms giving their teams back the hours lost to admin

Try your first 5 files free

Get document chase, data entry, and file prep handled inside the systems your firm already uses. U.S.-based delivery, scaled to your workload.

( For tax firms )

We take the routine work off your desk

Document chase

We run the routine document follow-up cadence and escalate exceptions to your team.

Document chase

We run the routine document follow-up cadence and escalate exceptions to your team.

Document chase

We run the routine document follow-up cadence and escalate exceptions to your team.

Close-up of typewriter keys arranged in precise rows, lit against near-black

Data entry & prep

Accurate, consistent data entry and file prep, ready for your team to review.

Data entry & prep

Accurate, consistent data entry and file prep, ready for your team to review.

Data entry & prep

Accurate, consistent data entry and file prep, ready for your team to review.

Layered stack of folded paper forming soft sculptural strata

Workpaper support

Organized, review-ready workpapers built to match how your firm already documents its work.

Workpaper support

Organized, review-ready workpapers built to match how your firm already documents its work.

Workpaper support

Organized, review-ready workpapers built to match how your firm already documents its work.

Long arcade of repeating arches receding into light, striped shadows across the floor

Overflow capacity

Extra hands during crunch season, scaled up or down as your workload changes.

Overflow capacity

Extra hands during crunch season, scaled up or down as your workload changes.

Overflow capacity

Extra hands during crunch season, scaled up or down as your workload changes.

Try your first 5 files free

Start with one workflow, your first 5 files are free, and we’ll scope a pilot around it

( You stay in control )

We take on the routine work. Your firm keeps the decisions that matter.

( 01 )

Defined scope

We take the routine work off your desk

( 01 )

Defined scope

We take the routine work off your desk

Document follow-up, data entry, and file prep, completed to your standards.

( 02 )

You approve everything

Your firm stays in control

( 02 )

You approve everything

Your firm stays in control

You keep the client relationship, the tax positions, and final review. We complete the work you assign.

( 03 )

Works inside your systems

No new systems to learn

( 03 )

Works inside your systems

No new systems to learn

We work inside the tools and workflow your firm already uses. Nothing to migrate, nothing to roll out.

Theorem handles

Routine document follow-up
Missing-item tracking
Source-file organization
Defined data-entry steps
Workpaper preparation
Standard completeness checks
Status tracking
Exception identification

Your firm retains

Client ownership
Engagement acceptance
Tax positions
Professional judgment
Complex technical decisions
Final review and filing
Approval of client-facing communication

See a sample handoff

See exactly what we take on, and what stays with your firm, before you commit to anything

( Start small )

Start small. Expand only after the work meets your standards.

( 01 )

Choose one workflow

Start with five files or one clearly defined production process

( 01 )

Choose one workflow

Start with five files or one clearly defined production process

( 02 )

Agree on the rules

Define required inputs, turnaround, deliverable, access, communication, and escalation boundaries

( 02 )

Agree on the rules

Define required inputs, turnaround, deliverable, access, communication, and escalation boundaries

( 03 )

Review real output

We return a structured package showing completed steps, missing information, and firm decisions

( 03 )

Review real output

We return a structured package showing completed steps, missing information, and firm decisions

( 04 )

Expand deliberately

Add volume only after your team is satisfied with quality and reviewer effort

( 04 )

Expand deliberately

Add volume only after your team is satisfied with quality and reviewer effort

Try your first 5 files free

Start with one workflow. Expand only once the work meets your standards.

Add volume only after your team is satisfied with the quality and consistency of the work

We document your approved workflow instructions, templates, and escalation rules.
No retraining
Reviewer feedback carries into the next engagement, not just the current one.
Feedback that sticks
Approved instruction: do not enter estimated payments from the organizer alone. Escalate to the reviewer.
Approved instruction
Same rules, same reviewers, every engagement.
Consistency
We document your approved workflow instructions, templates, and escalation rules.
No retraining
Reviewer feedback carries into the next engagement, not just the current one.
Feedback that sticks
Approved instruction: do not enter estimated payments from the organizer alone. Escalate to the reviewer.
Approved instruction
Same rules, same reviewers, every engagement.
Consistency
We document your approved workflow instructions, templates, and escalation rules.
No retraining
Reviewer feedback carries into the next engagement, not just the current one.
Feedback that sticks
Approved instruction: do not enter estimated payments from the organizer alone. Escalate to the reviewer.
Approved instruction
Same rules, same reviewers, every engagement.
Consistency
We document your approved workflow instructions, templates, and escalation rules.
No retraining
Reviewer feedback carries into the next engagement, not just the current one.
Feedback that sticks
Approved instruction: do not enter estimated payments from the organizer alone. Escalate to the reviewer.
Approved instruction
Same rules, same reviewers, every engagement.
Consistency

grayscale photo of people walking towards building

In view

which files are ready, in progress, blocked, or awaiting review, without rolling out new software firm-wide

Partners and managers get a private workspace for status and approvals. The rest of your firm keeps working in its existing systems.

Waiting on client, ready for Theorem, in progress, needs firm input, ready for review, complete

TRY YOUR FIRST 5 FILES FREE. SEE HOW WE HANDLE YOUR FIRST HANDOFF

( Read our blog )

Buried in doc chase, data entry, and manual admin?

What to hand off first: data entry, doc chase, or file prep

A simple framework for deciding which repetitive tasks to move off your team's desk first

Tax Season

5 min

What to hand off first: data entry, doc chase, or file prep

A simple framework for deciding which repetitive tasks to move off your team's desk first

Tax Season

5 min

What to hand off first: data entry, doc chase, or file prep

A simple framework for deciding which repetitive tasks to move off your team's desk first

Tax Season

5 min

Behind the scenes: how we keep file prep fast and accurate

A look at the technology behind consistent, on-time work during your busiest months

Technology & AI

5 min

Behind the scenes: how we keep file prep fast and accurate

A look at the technology behind consistent, on-time work during your busiest months

Technology & AI

5 min

Behind the scenes: how we keep file prep fast and accurate

A look at the technology behind consistent, on-time work during your busiest months

Technology & AI

5 min

Losing hours every week to document chase and file prep?

View more articles

We know the real cost of doc chase and manual admin, and as specialists in tax firm operations, our articles show you how to get the time back

( CONTACT US )

We are always here to help answer all your questions

FAQ

What does Theorem actually do?

Who is this for?

How does a pilot work?

What happens to data, access, and location?

What results should I expect?

What do you need from me to start?

What does Theorem actually do?

Who is this for?

How does a pilot work?

What happens to data, access, and location?

What results should I expect?

What do you need from me to start?

Get in touch

( Theorem )

We’re the operations team for tax firms: document chase, data entry, and file prep, on demand

( Theorem )

We’re the operations team for tax firms: document chase, data entry, and file prep, on demand

( Theorem )

We’re the operations team for tax firms: document chase, data entry, and file prep, on demand