ILLMAS Posted January 8, 2019 Report Posted January 8, 2019 Can someone share a sample contract, I am more interested in the lingo for client confidentiality and non-compete part. Thanks Quote
Lion EA Posted January 8, 2019 Report Posted January 8, 2019 If I knew where my old HRB contracts are, I'd share those with you. Maybe someone from one of the large companies will jump in. Also, your E&O insurer might have sample contracts. 1 Quote
Gail in Virginia Posted January 8, 2019 Report Posted January 8, 2019 This is what I use as a confidentiality agreement (I copied it from one of my customers who used this). I don't require a non-compete because I have not had good experiences with them in the past. (Formatting and spacing changed when i copied it into this space, but you should get the idea of what I am using.) I make no representation of the enforce-ability of this document or its legality. Confidentiality Agreement As a member of XXXXXXXXXXXXX’s team, there may be times when you have access to client information and records, along with other information and documentation which should not be made available to the public or any other persons or entities. By signing this agreement, you agree not to disclose or divulge any information whatsoever regarding the clients of XXXXXXXXXXXXX or any other information and documentation regarding the corporation, its staff or its clients. This also pertains to any information about the day-to-day business activities of XXXXXXXXXXXXXXXXXXXXXXX. By signing this agreement, you acknowledge that breach of this confidentiality agreement will give rise to legal proceedings instituted by XXXXXXXXXXXXXXXXXXXXXXXXXX against you for damages and/or injunctive relief. This document shall not constitute a promise or guarantee of future employment. This document remains valid and in effect following the termination of employment. Signed: ________________________________ Date: ___________ Witness: ________________________________Date: ___________ Confidentiality Agreement/Rev. 9-19-06/TY 1 Quote
Max W Posted January 9, 2019 Report Posted January 9, 2019 This looks like a very amateurish document. The first thing I noticed is that a statement as to who the parties are is missing.Also, in some states, the signers name need to be printed under the signature. You can get all kinds of sample templates for theses letters and this site will adapt it to your state, as each state has different requirements. https://legaltemplates.net 1 Quote
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