Last updated: March 1, 2025
Our Commitment to Confidentiality
At Ari Accounting Texas, we understand that your financial, operational, and patient data is highly sensitive. As a healthcare-focused CPA firm, we are bound by professional ethics, state regulations, and federal laws (including HIPAA where applicable) to protect your information.
We will never disclose your confidential information to third parties without your written consent, except as required by law or professional standards.
When We Use NDAs
We may request a signed Non-Disclosure Agreement (NDA) in the following situations:
- Before receiving sensitive financial records for a prospective engagement
- When sharing proprietary methodologies or audit preparation materials
- During the onboarding of new clients who require additional assurance
- When collaborating with third-party vendors who need access to client data (they must also sign NDAs)
Our Standard NDA Terms
Our standard Mutual Non-Disclosure Agreement includes:
- Definition of Confidential Information: All financial records, cost reports, tax documents, patient data, and business strategies.
- Obligations: Both parties agree to use confidential information only for the purpose of the engagement and to protect it with reasonable care.
- Exclusions: Information that is publicly available, already known, or independently developed.
- Term: Typically 2 years from the date of disclosure, or indefinitely for trade secrets.
- Return of Materials: Upon request, all confidential materials must be returned or destroyed.
Legal and Regulatory Compliance
In addition to contractual NDAs, we comply with:
- Gramm-Leach-Bliley Act (GLBA): Protecting non-public personal information.
- HIPAA Privacy Rule: For clients who are covered entities or business associates.
- Texas Administrative Code: Rules of the Texas State Board of Public Accountancy.
- AICPA Code of Professional Conduct: Confidential client information rule.
Download Our Standard NDA
If you need a mutual NDA for our discussions, you can download our standard template below. Please note that this document is provided for informational purposes and may need to be customized for your specific situation.
Standard Mutual NDA
PDF format · 2 pages · Free to use
View fillable NDA
PDF, 45 KB · Version 1.0 (March 2025)
Disclaimer: This template is provided for general informational purposes and may not be suitable for your specific situation. We recommend consulting with legal counsel before using any NDA.
Questions About Confidentiality?
If you have questions about our NDA policy or need a customized agreement, please contact us:
Ari Accounting Services Texas
2000 E Lamar Blvd, Suite 510
Arlington, TX 76006
+1 833-452-0245
hello@ariaccountingtexas.com
You may print a copy of this policy for your records.
