Terms of Service

1. Agreement to these terms

These Terms of Service (the “Terms”) are a binding agreement between you and OAETrustResolution.com (“we,” “us,” or the “Service”). By creating an account, starting a review, or otherwise using the Service, you accept these Terms. If you are using the Service on behalf of a firm or other organization, you represent that you have authority to bind that organization, and “you” includes it.

If you do not agree to these Terms, do not use the Service.

2. The service

OAE Trust Resolution is audit software. It performs deterministic analysis of records you supply: it reconciles trust-account evidence (bank statements, ledgers, accounting exports) that you upload, hashes that evidence, applies documented rule checks, and produces reports and findings that trace back to your source files.

The Service works only with the records you give it. The quality and completeness of its output depend on the quality and completeness of your input. Independent audit software. Not affiliated with or endorsed by the New Jersey Office of Attorney Ethics or any other regulator or bar authority.

3. Accounts and acceptable use

You must provide accurate account information and keep your credentials confidential. You are responsible for all activity under your account. Tell us promptly at hello@oaetrustresolution.com if you suspect unauthorized access.

You agree not to:

• upload records you do not have the right to process;
• use the Service to violate any law, regulation, or professional obligation;
• probe, disable, or interfere with the Service or its security features;
• resell or provide the Service to third parties as your own offering without our written consent;
• misrepresent the Service’s output as the work or endorsement of any regulator.

4. Fees and payment

The Service is sold as a flat price per review, billed when the review is created. Each review is locked to a single trust-account engagement: one review covers one trust account for the engagement you define when you create it, and cannot be reused for a different account or engagement.

Prices are shown before you commit. Except where required by law, fees are non-refundable once analysis of your evidence has begun. Payment processing is handled by our payment provider; you agree to their processing of your payment.

5. Customer data and evidence

You retain all ownership of the records, evidence files, and other data you upload. We claim no rights in your data beyond what is needed to provide the Service: storing your files, hashing them, running the analysis you request, and generating your reports.

You are responsible for having the legal right to upload and process the records you supply, including any consent or authority required by your clients or your professional rules. Our handling of your data is described in the Privacy Policy.

6. No professional advice

The Service is not legal advice, accounting advice, or auditing advice, and does not create an attorney-client, accountant-client, or auditor-client relationship. It is software that applies deterministic checks to the records you supply.

The Service does not replace professional judgment. Its findings are inputs to a professional’s work, not conclusions you may rely on by themselves. Any finding, report, or figure the Service produces requires review by a qualified professional (an attorney, CPA, or other appropriate professional) before you act on it, submit it to a regulator, or rely on it in any proceeding.

7. Disclaimers

The Service is provided “as is” and “as available,” without warranties of any kind, express or implied. To the fullest extent permitted by law, we disclaim all warranties, including any implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement, and any warranty arising from course of dealing or usage of trade.

We do not warrant that the Service will be uninterrupted, error-free, or secure, that defects will be corrected, or that its output will be accurate, complete, or fit for any particular engagement, regulatory standard, or purpose. You use the Service, and rely on its output, at your own risk.

8. Limitation of liability

To the fullest extent permitted by law, we will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits, revenue, data, goodwill, or business opportunity, arising out of or related to the Service or these Terms, under any theory of liability (contract, tort, negligence, strict liability, or otherwise), even if we were advised of the possibility of such damages.

Our total aggregate liability for all claims arising out of or related to the Service or these Terms is capped at the fees you paid for the review giving rise to the claim in the twelve months preceding the event giving rise to the claim. These limits apply even if a remedy fails of its essential purpose. Some jurisdictions do not allow certain limitations; in those jurisdictions, these limits apply to the maximum extent the law allows.

9. Indemnification

You will defend, indemnify, and hold us harmless from any claims, damages, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to: your use of the Service; the records and data you upload; your violation of these Terms; your violation of any law or professional obligation; or any dispute between you and your clients or any regulator concerning work that used the Service.

10. Termination

You may stop using the Service and close your account at any time by contacting hello@oaetrustresolution.com. We may suspend or terminate your access if you materially breach these Terms, if required by law, or if we discontinue the Service.

On termination, your right to use the Service ends. Sections that by their nature should survive (including Customer data and evidence, No professional advice, Disclaimers, Limitation of liability, Indemnification, and Governing law) survive termination.

11. Governing law and venue

These Terms are governed by the laws of the State of New Jersey, without regard to its conflict-of-laws rules. Any dispute arising out of or related to these Terms or the Service will be brought exclusively in the state or federal courts located in New Jersey, and you consent to personal jurisdiction and venue in those courts.

12. Changes to these terms

We may update these Terms from time to time. When we do, we will update the effective date at the top of this page, and for material changes we will make reasonable efforts to give notice (for example, by email or an in-product notice). Your continued use of the Service after a change takes effect constitutes acceptance of the updated Terms.

13. Contact

Questions about these Terms? Write to hello@oaetrustresolution.com.