This Bookkeeping Confidentiality Agreement is essential for protecting sensitive financial and business information in professional bookkeeping relationships within Australia. It should be used whenever a bookkeeper or bookkeeping firm is engaged to provide financial record-keeping services, particularly when they will have access to confidential business information, financial records, tax details, employee data, and other sensitive information. The agreement ensures compliance with Australian privacy laws and professional standards, including the Privacy Act 1988 and Tax Agent Services Act 2009. It is designed to protect both the client's confidential information and the bookkeeper's professional obligations, establishing clear guidelines for information handling, security measures, and confidentiality obligations.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Ƶ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
1. Parties: Identifies the parties to the agreement - typically the bookkeeping service provider and the client business
2. Background: Explains the context of the agreement, including the nature of the bookkeeping services and need for confidentiality
3. Definitions: Defines key terms including 'Confidential Information', 'Services', 'Authorized Personnel', and other relevant terms
4. Scope of Confidential Information: Specifies what constitutes confidential information, including financial records, business processes, client data, and trade secrets
5. Confidentiality Obligations: Details the core obligations regarding handling and protecting confidential information
6. Permitted Use and Disclosure: Specifies how and when confidential information may be used or disclosed, including to authorized personnel or as required by law
7. Security Measures: Outlines required security measures for protecting confidential information, both physical and digital
8. Return or Destruction of Information: Procedures for handling confidential information upon termination of services
9. Term and Survival: Duration of the agreement and which obligations survive termination
10. Breach and Remedies: Consequences of breach and available remedies including injunctive relief
11. General Provisions: Standard contract clauses including governing law, jurisdiction, and entire agreement
1. Data Privacy Compliance: Additional section when handling personal information subject to Privacy Act requirements
2. Third Party Disclosure: Include when the bookkeeper needs to share information with other professional services providers
3. International Transfer of Data: Required when confidential information may be transferred outside Australia
4. Insurance Requirements: Include when specific professional indemnity insurance coverage is required
5. Conflict Resolution: Optional detailed dispute resolution procedures
6. Sub-contractors: Include when the bookkeeper may engage sub-contractors who will have access to confidential information
1. Schedule 1 - Categories of Confidential Information: Detailed list of specific types of confidential information covered
2. Schedule 2 - Authorized Personnel: List of personnel authorized to access confidential information
3. Schedule 3 - Security Protocols: Detailed security procedures and requirements
4. Appendix A - Data Handling Procedures: Specific procedures for handling different types of confidential information
5. Appendix B - Incident Response Plan: Procedures for responding to potential data breaches or unauthorized disclosures
Relevant legal definitions
Clauses
Relevant Industries
Professional Services
Financial Services
Accounting
Small Business
Retail
Manufacturing
Healthcare
Technology
Construction
Hospitality
Non-Profit
Real Estate
Agricultural
Mining
Education
Relevant Teams
Finance
Accounting
Operations
Administration
Compliance
Legal
Risk Management
Data Security
Executive
Audit
Relevant Roles
Bookkeeper
Accountant
Financial Controller
Chief Financial Officer
Business Owner
Practice Manager
Company Director
Financial Manager
Accounts Supervisor
BAS Agent
Tax Agent
Small Business Owner
Financial Administrator
Operations Manager
Compliance Officer
Find the exact document you need
Contract Disclosure Agreement
An Australian law-governed agreement establishing terms for sharing and protecting confidential information between parties.
find out more
Confidentiality Non Disclosure And Non Compete Agreement
An Australian law-governed agreement combining confidentiality obligations and competitive restrictions to protect business interests and sensitive information.
find out more
Mutual Non Circumvention Agreement
An Australian law-governed agreement protecting business relationships and preventing circumvention between parties in commercial dealings.
find out more
NDA Between Company And Consultant
An Australian-law governed NDA for protecting confidential information shared between companies and their external consultants.
find out more
Employee Privacy Agreement
An Australian-compliant agreement governing the collection, use, and protection of employee personal information under the Privacy Act 1988 and APPs.
find out more
Confidentiality Agreement Between Two Individuals
An Australian-law governed confidentiality agreement for protecting sensitive information shared between two individuals.
find out more
Business Non Disclosure Agreement Form
Australian-law compliant Business Non-Disclosure Agreement for protecting confidential information in business relationships.
find out more
Employee Secrecy Agreement
An Australian-law governed agreement establishing confidentiality obligations between employer and employee to protect sensitive business information and trade secrets.
find out more
NDA Settlement Agreement
An Australian law-governed agreement combining settlement terms with confidentiality obligations to resolve disputes while maintaining privacy of sensitive information.
find out more
Non Disclosure Agreement For Board Members
Australian-law governed Non-Disclosure Agreement for board members, ensuring protection of confidential information while complying with directors' duties under Australian law.
find out more
Disclosure Agreement Form
An Australian-law governed agreement that establishes terms for sharing and protecting confidential information between parties, ensuring compliance with local privacy laws and regulations.
find out more
Individual Confidentiality Agreement
An Australian-law governed agreement establishing confidentiality obligations between an individual and an organization, protecting sensitive information with locally enforceable provisions.
find out more
Two Sided NDA
An Australian law-governed mutual non-disclosure agreement protecting confidential information exchanged between two parties.
find out more
Confidential Meeting Agreement
An Australian legal agreement protecting confidential information shared during business meetings, ensuring compliance with federal and state privacy laws.
find out more
Non Disclosure Agreement For Resigned Employee
An Australian-compliant Non-Disclosure Agreement for resigned employees, protecting company confidential information and intellectual property post-employment.
find out more
Candidate Confidentiality Agreement
An Australian-law governed confidentiality agreement for job candidates to protect company information during the recruitment process.
find out more
Confidentiality Agreement Between Two Companies
An Australian-law governed confidentiality agreement between two companies for protecting sensitive information shared during business dealings.
find out more
Non Disclosure Agreement For Restaurant Employees
An Australian-compliant Non-Disclosure Agreement protecting confidential information in restaurant operations, including recipes, procedures, and business information.
find out more
Confidentiality Agreement Financial Information
Australian-law confidentiality agreement template for protecting sensitive financial information shared during business transactions and professional engagements.
find out more
Confidentiality Letter
An Australian-law Confidentiality Letter establishing legally binding confidentiality obligations between parties sharing sensitive information.
find out more
Salary Non Disclosure Agreement
An Australian-compliant agreement establishing employee obligations to maintain the confidentiality of salary and compensation information.
find out more
Real Estate Confidentiality Agreement
An Australian-compliant confidentiality agreement for protecting sensitive information in real estate transactions and property-related dealings.
find out more
Real Estate Agent Confidentiality Agreement
An Australian-compliant confidentiality agreement for real estate professionals handling sensitive property and client information.
find out more
Limited Disclosure Agreement
An Australian law-governed agreement that specifically defines and controls permitted disclosures of confidential information while prohibiting others.
find out more
Intern Non Disclosure Agreement
Australian-compliant Non-Disclosure Agreement for interns, protecting company confidential information while acknowledging the educational nature of internships.
find out more
Employee Innovation And Proprietary Information Agreement
An Australian agreement protecting employer IP rights and confidential information in employment relationships, ensuring compliance with federal IP and employment laws.
find out more
Employee Exit NDA
An Australian-compliant Non-Disclosure Agreement for departing employees, protecting company confidential information while adhering to Australian employment law requirements.
find out more
Confidentiality And Restraint Of Trade Agreement
An Australian law-governed agreement combining confidentiality obligations and restraint of trade provisions to protect business interests and confidential information.
find out more
Confidentiality Agreement In Clinical Trials
Australian-jurisdiction Confidentiality Agreement for clinical trials, ensuring protection of sensitive trial data and compliance with local regulations.
find out more
Three Way NDA
An Australian law-governed three-way confidentiality agreement protecting information shared between multiple parties in business transactions.
find out more
Reciprocal Non Disclosure Agreement
An Australian-law governed mutual confidentiality agreement establishing reciprocal obligations between parties to protect shared confidential information.
find out more
Privacy And Confidentiality Agreement
Australian Privacy and Confidentiality Agreement ensuring protection of confidential information and personal data under Australian privacy laws and regulations.
find out more
Privacy Agreement Form
An Australian-compliant Privacy Agreement Form that governs the collection, use, and protection of personal information under the Privacy Act 1988 and APPs.
find out more
Non Disclosure Non Solicitation Agreement
An Australian-law governed agreement protecting confidential information and preventing solicitation of employees, clients, and business partners.
find out more
Non Disclosure Agreement Property
An Australian-jurisdiction Non-Disclosure Agreement for protecting confidential information in property-related transactions and dealings.
find out more
Non Competition Non Solicitation And Confidentiality Agreement
An Australian law-governed agreement combining non-compete, non-solicitation, and confidentiality provisions to protect business interests while ensuring compliance with local restraint of trade principles.
find out more
Non Circumvention Agreement
An Australian law agreement preventing parties from bypassing each other in business dealings and protecting shared business relationships and opportunities.
find out more
Indefinite Confidentiality Agreement
An Australian law-governed Indefinite Confidentiality Agreement establishing permanent obligations to protect confidential business information and trade secrets.
find out more
Employee Proprietary Information Agreement
An Australian law-governed agreement protecting employer's confidential information and intellectual property rights in employment relationships.
find out more
Confidentiality Agreement In Business Plan
An Australian law-governed agreement protecting confidential business plan information shared between parties, ensuring its secure handling and limited use.
find out more
ұԾ’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ұԾ’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)