Another consideration, along with accounting confidentiality, is the use of accounting software and related products. Accountants and managers often interact with the providers of these solutions. In her article „Tech Republic, Should a Technician Follow an Order to Violate a Confidentiality Agreement?“, Becky Roberts draws attention to some issues that may arise. Accounting software providers often require corporate customers to sign NDAs when purchasing software. This prevents competitors from learning proprietary information. This creates an ethical and legal dilemma if the company wants to change suppliers and has to explain the problems with the current solution. Increasingly, CPA clients are imposing confidentiality agreements as a prerequisite for providing professional services to the company. These may take the form of a separate confidentiality agreement (NDA) or a necessary provision in the order letter. Requests for signed confidentiality agreements can sometimes occur during the order, since the documents are requested from the client. We help you get started today. Use our confidentiality agreement template to create, download and print your online agreement in minutes.

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. Confidentiality agreements (SIAs) have long been an important privacy protection in the economy. When potential business partners or a company and a staff member discuss confidential information, NDAs help protect a company`s proprietary information. These agreements have become more common in accounting in order to protect the interests of accountants as well as the clients or companies they represent….