Accountant Client Confidentiality Agreement

In order to protect our clients` privacy, we offer secure access to clients online via the NetClient portal on our homepage, offering you secure private access to your tax returns and other confidential documents, as well as a secure method of downloading private information. We ask all our customers to use this convenient and simple way to communicate with us privately rather than by e-mail, as the information contained in the text of an e-mail or in annexes may not be safe against interception on the Internet. As part of our work, we may communicate with you or others by email. If you provide documents containing private information at your request, they are password protected. Nevertheless, we cannot guarantee or guarantee that we sign emails correctly and will only be read by the recipient. The use of our customer portal is subject to the conditions contained therein. There are often legitimate reasons why your customer wants to enter into confidentiality agreements (or confidentiality agreements). They are often used to prevent economically sensitive information from being transmitted inappropriately. This means that you must respect the confidentiality of the information you have received as a result of professional and commercial relationships and that you may not disclose such confidential information without appropriate and specific authority, unless there is a legal or professional obligation or right of disclosure. You are also not permitted to use such confidential information for your personal benefit or for the benefit of any third party. If you are subject to an NDA that poses such problems, take the time to check the content and discuss with your own lawyer and risk advisor before proposing changes to the potential client. In some situations, the customer may need to disclose certain proprietary information only to discuss the scope of the services offered, and a limited NDA may be appropriate.

However, in many cases, the provisions of the NDA can and should be included in a signed letter of commitment appropriate to the situation. For CPA, it is important to consult with its own lawyers and risk advisors before entering into an agreement on the terms of an NDA, including confidentiality rules that go beyond current professional standards. As a professional accountant, you are already bound by the fundamental principle of confidentiality in Article 114 of the ICAEW Code of Ethics. Confidentiality agreements submitted by customers may also contain definitions that broaden the scope of confidentiality obligations. While ASAs are required to keep customer information confidential, this obligation does not apply to confidential information of third parties that is not subject to the agreement. If the agreement requires the CPA to treat this information confidentially, discuss it with the client and consult with your own lawyer about the provision. Clients and potential clients may need tax, accounting and advisory support in connection with research and development for proprietary products or services. Therefore, the CPA may be asked to sign an NDA before a discussion on the performance level can even begin. Therefore, the NDA may extend the scope of confidentiality obligations beyond the scope of the Confidential Client Information Rule. For example, it may contain requirements: However, a tax return base cannot use statistical compilations identifying dollar amounts or percentages relative to dollar amounts, such as.B.

Refund amounts for customers [Treasury Regulations Section 301.7216-2(o)]. . . .