The CPA Firm Employee Confidentiality Agreement is essential for accounting practices operating in the United States to safeguard sensitive client information and maintain professional standards. This document is typically implemented during the onboarding process or when employees gain access to confidential information. It addresses requirements set forth by the AICPA, state boards of accountancy, and federal privacy laws, while protecting the firm's intellectual property and client relationships. The agreement typically covers tax information, financial records, client data, proprietary methodologies, and trade secrets.
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1. Parties: Identifies the CPA firm and the employee entering into the agreement
2. Background: Explains the context and purpose of the confidentiality agreement
3. Definitions: Defines key terms including confidential information, trade secrets, and client data
4. Scope of Confidential Information: Details what constitutes confidential information under the agreement
5. Employee Obligations: Specifies the employee's duties and responsibilities regarding confidential information
6. Term and Survival: Duration of confidentiality obligations and survival after employment termination
7. Return of Materials: Requirements for returning confidential materials upon termination of employment
1. Non-Compete Provisions: Optional restrictions on future employment to protect firm's business interests
2. Non-Solicitation Provisions: Optional restrictions on soliciting clients or employees after employment
3. Technology Usage: Optional specific rules for handling electronic data and systems access
1. Schedule A - Specific Confidential Information: Detailed list of types of confidential information covered by the agreement
2. Schedule B - Security Protocols: Specific procedures and protocols for handling confidential information
3. Appendix 1 - Acknowledgment Form: Employee acknowledgment and certification of confidentiality obligations
Relevant legal definitions
Clauses
Relevant Industries
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