Staff Confidentiality Agreement for Accountancy Firms

A stand-alone agreement that sets out the confidentiality duties of everyone who works in or for the practice, reflecting professional duties to clients, data protection law, money laundering tipping-off rules and modern working (home working, cloud systems and generative AI). It preserves the disclosures that the law says a confidentiality clause cannot prevent.

• For every new employee, trainee, temporary worker, consultant and subcontractor
• For existing staff when your systems or policies change
• Alongside, not instead of, the contract of employment or services agreement

• Choose the status of the staff member in the parties and clause 2
• Fill in the firm’s policies and contacts in the Schedule
• Explain the agreement at induction and have the Schedule checklist signed
• For existing employees, read the guidance on consideration below clause 2