Client Onboarding Form

1. Parties:

• Disclosing Party: The individual or entity submitting the onboarding form ("Client").

• Receiving Party: Funds to Function, LLC ("Company"), an accounting and business advisory firm.

2. Confidential Information:

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

• 1. All personal and business details provided by the Client in the onboarding form, including but not limited to first name, last name, phone number, email address, business name, type/industry of business, state of operation, services required, and use of accounting software.

• 2. Information about the Client’s pending tax issues, additional comments, and other sensitive business or financial data shared during or after the onboarding process.

• 3. All documents uploaded through the secure document portal or any other medium provided by the Company.

3. Email Campaigns and SMS Texting:

3.1 Opt-In: By subscribing to our email or SMS lists, you consent to receive marketing communications. Consent is not a condition of purchase.

3.2 Opt-Out: You may opt out at any time by:

• > Clicking the "unsubscribe" link in emails.

• > Replying "STOP" to SMS messages.

3.3 Help: You may request help with SMS by:

• > Replying “HELP” to SMS messages.

4. Purpose of Disclosure:

The Confidential Information shall be used solely for the purposes of:

• 1. Evaluating and providing the services requested by the Client in the onboarding form.

• 2. Communicating and completing the onboarding process.

• 3. Ensuring compliance with legal and regulatory requirements.

5. Each Party’s Obligations:

The Client agrees to:

• 1. Not disclose the Company's proprietary systems, processes, or intellectual property shared during the onboarding process.

The Company agrees to:

• 1. Maintain the confidentiality of the Client’s information and protect it from unauthorized use or disclosure.

• 2. Use the Confidential Information only for the purposes outlined in this Agreement.

• 3. Limit access to Confidential Information to employees, contractors, or agents who need to know such information to fulfill their obligations.

6. Exclusions from Confidential Information:

The obligations under this Agreement do not apply to information that:

• 1. Is already in the public domain at the time of disclosure.

• 2. Becomes publicly available through no fault of the Receiving Party.

• 3. Was lawfully known to the Receiving Party prior to disclosure.

• 4. Is required to be disclosed by law or court order.

7. Term and Termination:

This Agreement shall remain in effect for as long as the Confidential Information remains confidential. The Receiving Party’s obligations under this Agreement will survive termination.

8. Governing Law:

This Agreement shall be governed by and construed in accordance with the laws of the state in which Funds to Function, LLC operates.

9. Acceptance:

By submitting the onboarding form, the Client acknowledges and agrees to the terms and conditions outlined in the Statement of Work (Service Agreement) and commits to adhering to the Non-Disclosure Agreement.

10. Contact Information:

If you have any questions regarding this Agreement, please contact:

• Funds to Function, LLC

• Email: info@fundstofunction.com

• Phone: +1-561-408-5136