Non-disclosure agreement (NDA)

A non-disclosure agreement, or NDA, is a legal promise to protect private information. It can cover client lists, pricing, financial records, plans and passwords. If someone breaks it, the business may have legal options.

An NDA matters whenever an outside person sees your data. Virtual assistants and bookkeepers often handle email, customer details and financial records, so a signed NDA sets clear expectations before access begins. It works best with sensible habits such as giving only the access a task needs. Our safe access guide explains how.

Peachtree VA uses multi-stage interviews, skills assessments, background checks and an NDA before an assistant starts. Review our how we work page, and see onboarding for the next step. It does not replace good judgment, but it gives everyone a clear rule about confidential business information.