Draft for review — not legal advice. A working draft based on how ScorpEase operates. The refund, liability and governing-law clauses in particular should be reviewed by counsel before this is relied on.

Terms of Service

Last updated 23 August 2026 · ScorpEase LLC

These terms apply to your use of scorpease.com and to ordering a Salary Sherpa report. By ordering a report you agree to them.

Keystead Vault has its own terms, at keysteadvault.com/terms. It is a subscription product with accounts and hosted content, so the terms differ. ScorpEase LLC is the company behind both.

1. What a Salary Sherpa report is

A Salary Sherpa report is a research and documentation deliverable. You answer a questionnaire about yourself and your business; we research comparable compensation and prepare a written report setting out a recommended figure, the range around it, the data relied on, and the reasoning.

What it is not

It is not tax, legal, accounting or investment advice, and ordering one does not create an accountant-client or attorney-client relationship.
It is not filed with anyone. We do not submit it to the IRS or to any state authority, and it is not a return, an election or a form.
It is not a guarantee. Reasonable compensation is a facts-and-circumstances determination. A report supports a position; it does not determine the outcome of an examination, appeal or proceeding, and nothing here promises one.
It does not replace the rest of your records. Payroll records, job descriptions and time records remain yours to keep.

Salary Sherpa is intended for owners of U.S. S-corporations. If your business is not taxed as an S-corporation, the report will not apply to your situation.

2. Ordering, payment and delivery

A report is $400, covering one owner of one business, unless we have agreed something else with you in writing.
Payment is taken at the time you order.
We aim to deliver the same business day. A report submitted late in the day, at a weekend, or on a public holiday may be delivered the next business day.
Every report is reviewed by a person before it goes out. That review is part of the service, and it is why delivery is same-day rather than instant.
Delivery is electronic. The report is yours to keep, copy, and share with your accountant, attorney or anyone else you choose.

3. Cancellation and refunds

If you change your mind before we have begun work, contact us and we will refund you in full.

Once a report has been researched and delivered, it has been performed, and we do not generally refund it. What we do instead is correct it.

Tell us and we will re-run the report with the right facts, at no charge, in either of these cases:

We got something wrong. A factual error on our part — as distinct from a recommended figure you disagree with.
Your inputs turned out to be wrong. A number you gave us was mistaken, or your circumstances were not what you understood them to be when you filled in the questionnaire.

That covers a corrected report for the engagement you paid for; it is not an open-ended revision service. If we cannot produce a report that is correct on the facts, we will refund you.

4. The information you give us

The report is only as good as what you tell us. You agree that the information you provide is accurate and complete to the best of your knowledge, and that you have the authority to provide it.

We do not audit or independently verify your answers. If a figure is wrong, the report built on it will be wrong — so if you spot a mistake, tell us and we will re-run it (see above). What we cannot take responsibility for is the downstream consequence of a figure we were given and had no way to check.

5. Tax return information and IRC §7216

Some of what you provide may be tax return information under section 7216 of the Internal Revenue Code. We use it to prepare the report you ordered and for our own records of that engagement — nothing else.

We do not sell it, use it for marketing, or disclose it beyond the service providers named in our policy, except with your written consent or where the law requires it. If we ever needed it for a different purpose, we would ask you first, and you would be free to decline. See the Privacy Policy for the detail.

If you are an adviser ordering for a client, the questionnaire is meant to be completed by the business owner. Where you complete it on their behalf, you are moving their return information into a third-party service, and §7216 generally requires their prior written consent first. That consent is yours to obtain; we rely on you having done so.

6. Acceptable use

You may use the report for your own business, and share it with your advisers. You may not resell it, redistribute it as your own work product, or present it as having been prepared for a business other than the one it names.

You may not scrape, copy or republish the content of this site, or use it to train a model, without our written permission.

7. Ownership

The report we deliver is yours. The site, its copy, its design, and the methodology behind the report remain ours.

8. Disclaimers

The site and the report are provided as is. To the fullest extent permitted by law, we disclaim implied warranties of merchantability, fitness for a particular purpose, and non-infringement.

We do not warrant that the site will be uninterrupted or error-free, or that any particular tax outcome will follow from using a report.

9. Limitation of liability

To the fullest extent permitted by law, ScorpEase LLC will not be liable for indirect, incidental, special, consequential or punitive damages, or for lost profits, lost tax savings, penalties, interest, or the cost of professional representation.

Our total liability arising out of or relating to a report is limited to the amount you paid for that report.

Nothing here limits liability that cannot be limited by law, including for fraud.

10. Indemnification

You agree to indemnify ScorpEase LLC against claims arising from information you supplied that was inaccurate, or from your use of a report in a way these terms do not permit.

11. Governing law

These terms are governed by the laws of the Commonwealth of Pennsylvania, without regard to its conflict-of-laws rules. Disputes will be brought in the state or federal courts located in Pennsylvania.

12. Changes

We may update these terms. The version in force for your order is the one published when you placed it. Material changes will be reflected in the date at the top.

13. Contact

Questions about these terms: get in touch. ScorpEase LLC.