NON-DISCLOSURE AGREEMENT 

For Professional Services Consultation 

EFFECTIVE DATE: 9/16/2025

PARTIES: - Disclosing Party: [Your Company Name], a business consulting firm ("Company") - Receiving Party: The individual or firm completing this consultation request form ("Client") 

1. PURPOSE AND SCOPE 

This Non-Disclosure Agreement ("Agreement") governs the confidential information that may be shared during the consultation process between Company and Client regarding business development, lead generation, and practice management services. 

2. DEFINITION OF CONFIDENTIAL INFORMATION 

"Confidential Information" includes, but is not limited to: 

From Client to Company: - Practice details, client lists, and business operations - Financial information, revenue data, and business metrics - Marketing strategies, competitive positioning, and business challenges - Any proprietary processes, systems, or methodologies - Personal and professional information shared during consultation 

From Company to Client: - Proprietary business development methodologies and systems - Marketing strategies, lead generation techniques, and automation processes - Client success stories and case studies (when specifically designated as confidential) - Pricing structures, service offerings, and business models - Any technical specifications or implementation details

3. OBLIGATIONS OF CONFIDENTIALITY 

Both parties agree to: 

a) Maintain Strict Confidentiality: Hold all Confidential Information in strict confidence and not disclose it to any third party without prior written consent. 

b) Limited Use: Use Confidential Information solely for the purpose of evaluating potential business relationship and services. 

c) Protection Standards: Exercise the same degree of care in protecting Confidential Information as each party uses to protect their own confidential information, but in no event less than reasonable care. 

d) Employee/Contractor Obligations: Ensure that any employees, contractors, or advisors who may have access to Confidential Information are bound by similar confidentiality obligations. 

4. EXCEPTIONS 

This Agreement does not apply to information that: 

a) Is or becomes publicly available through no breach of this Agreement b) Was rightfully known prior to disclosure c) Is independently developed without use of Confidential Information d) Is required to be disclosed by law or court order (with prior notice to the disclosing party when legally permissible) 

5. PROFESSIONAL STANDARDS COMPLIANCE 

Both parties acknowledge that: 

a) For Accounting Professionals: All activities will comply with relevant professional standards including AICPA guidelines and state board regulations. 

b) For Legal Professionals: All activities will comply with applicable Rules of Professional Conduct, attorney-client privilege requirements, and state bar regulations.

c) General Compliance: All services and communications will maintain the highest standards of professional ethics and confidentiality expected in professional services. 

6. NO ATTORNEY-CLIENT OR ACCOUNTANT-CLIENT RELATIONSHIP 

This consultation and Agreement do not create an attorney-client relationship, accountant-client relationship, or any other professional services relationship. Company is providing business consulting services only. 

7. RETURN OF INFORMATION 

Upon request or termination of discussions, each party will promptly return or destroy all documents, materials, and copies containing Confidential Information. 

8. TERM AND TERMINATION 

This Agreement: - Becomes effective upon electronic acceptance or signature - Remains in effect for a period of three (3) years from the effective date - Survives termination of any business relationship between the parties - May be terminated by mutual written consent 

9. REMEDIES 

Both parties acknowledge that breach of this Agreement may cause irreparable harm for which monetary damages may be inadequate. Therefore, the non-breaching party may seek injunctive relief and other equitable remedies in addition to any other available remedies. 

10. GENERAL PROVISIONS 

a) Governing Law: This Agreement shall be governed by the laws of [Your State/Jurisdiction].

b) Severability: If any provision is found unenforceable, the remainder of the Agreement remains in full effect. 

c) Entire Agreement: This Agreement constitutes the entire agreement regarding confidentiality and supersedes all prior understandings. 

d) Modification: This Agreement may only be modified in writing signed by both parties. 

e) Assignment: Neither party may assign this Agreement without prior written consent. 

ELECTRONIC ACCEPTANCE 

By checking the agreement box and submitting the consultation request form, Client acknowledges that they have read, understood, and agree to be bound by the terms of this Non-Disclosure Agreement. 

Digital Signature Constitutes Acceptance: Electronic submission of the consultation form with the NDA acceptance checkbox constitutes a legally binding digital signature and acceptance of this Agreement. 

FOR QUESTIONS REGARDING THIS AGREEMENT: Contact: [Your Contact Information] Email: [Your Email] Phone: [Your Phone Number] 

This Agreement is designed to protect both parties while facilitating open communication during the consultation process. It respects the professional obligations and ethical requirements of both accounting and legal professionals. 

Document Version: 1.0 

Last Updated: 9/16/2026