This Non Disclosure Agreement (the "Agreement") dated Date* (effective date) by and between First Name* Last Name* with an address Street Address* Address Line 2* City* State* Zip* (the "Disclosing Party"), and Canyon View Tax and Accounting, with an address at 571 25 Road Grand Junction, CO 81520 (the "Receiving Party").1. Definition of Confidential Information. “Confidential Information” means non-public information that a party to this Agreement (“Disclosing Party”) designates as being confidential to the party that receives such information (“Receiving Party”) or which, under the circumstances surrounding disclosure ought to be treated as confidential by the Receiving Party. Canyon View Tax and Accounting recognizes Confidential Information to be any information or personal data that it receives from the Client in the process of tax preparation or planning, or used to create a proposal for services. 2. Obligations Regarding Confidential Information. Canyon View Tax and Accounting pledges not to disclose any information to which it has access in the process of the performance of a Client engagement or proposing a potential engagement. Canyon View Tax and Accounting also agrees to only request of the Client information necessary to carry out services requested by the Client. Canyon View Tax and Accounting shall process information and data provided in accordance with the instructions given by the Client and shall refrain from recording, reproducing, or storing data for superfluous reasons. This prohibition affects both hard-copy data and data on any electronic, magnetic, analogue or digital medium. Under no circumstances may it disclose such data to third parties without written authorization from the Client, even merely for safekeeping.Canyon View Tax and Accounting recognizes that the duties of secrecy and non-disclosure continue to apply indefinitely even after all service engagements have terminated. Canyon View Tax and Accounting undertakes to take and maintain the technical and organizational steps required to guarantee data security and prevent their alteration, loss and unauthorized processing or access, according to the security level required pursuant to the aforementioned legislation. These steps refer to the files, processing centers, premises, equipment, systems, programs and people involved in processing. Once the contractual service has been performed, Canyon View Tax and Accounting agrees to hand back to the Client all of the raw data used in tax preparation, planning or proposing services after full payment for services rendered is received.
Canyon View Tax and Accounting does not agree to hand back and destroy copies of completed tax returns, as the Internal Revenue Services requires we retain a completed copy of the return for each return we prepared, for three years following the close of the return period. In addition various professional accounting organizations also dictate that best practice is to keep this work on hand.3. Rights and Remedies Canyon View Tax and Accounting shall notify the undersigned Client immediately upon discovery of any unauthorized use or disclosure of Confidential Information or any other breach of this Agreement by an employee of Canyon View Tax and Accounting, and will cooperate with the Disclosing Party in every reasonable way to help the Disclosing Party to regain possession of the Confidential Information and prevent its further unauthorized use or disclosure.Canyon View Tax and Accounting shall bear the burden of any damages arising from negligence and/or lack of confidentiality, improper use, processing or communication of personal data, or any other infringement of data protection rules. The full extent of these damages shall be determined by a court of competent jurisdiction.4. Miscellaneous Canyon View Tax and Accounting may not subcontract the provision of any services agreed herein in whole or in part.
Company: Canyon View Tax and Accounting571 25 RoadGrand Junction, CO 81505Signature Date Alexis Branch, EACEO and Founder
Client: First Name* Last Name* Client Name Signature* Signature Date* Date Title* Title