Client Account Setup Packet

CLIENT ACCOUNT SETUP PACKET

This Client Account Setup Packet (the "Agreement") is made between Company Name: and Client Name: . Effective Date:

RECITALS

WHEREAS, Company provides professional services, systems, and account management necessary to support Client's operational needs; and

WHEREAS, Client desires to establish an account with Company and engage Company to perform services as described herein under the terms and conditions set forth in this Packet; and

WHEREAS, the parties desire to record the scope, payment terms, confidentiality obligations, and other material terms governing the account relationship.

CLIENT INFORMATION

AUTHORIZED REPRESENTATIVES

PAYMENT TERMS

Initial Setup Fee: $ . Recurring Fee: $ per .

Payment is due within days of invoice receipt. Late payments shall incur interest at the rate of percent per month (or the maximum permitted by law), applied monthly on outstanding balances.

Credit/Debit Card    ACH / Bank Transfer    Check

TERM AND TERMINATION

Term Commencement Date: . Termination Date (if applicable): . Either party may terminate this Agreement for convenience upon days' prior written notice. Termination for cause shall be effective immediately upon written notice where the breaching party fails to cure within a reasonable cure period described in the notice.

CONFIDENTIALITY

Each party shall protect the other's Confidential Information with the same degree of care it uses to protect its own confidential information but no less than reasonable care. "Confidential Information" includes business plans, trade secrets, customer data, account credentials, pricing, and any other information designated as confidential or that reasonably should be understood to be confidential. Confidential Information shall not be used except to perform obligations under this Agreement and shall not be disclosed to third parties except to permitted agents who agree to confidentiality obligations no less protective than this clause.

The obligations in this section survive termination or expiration of this Agreement for a period of three (3) years, except for trade secrets, for which protection shall continue as long as such information remains a trade secret under applicable law.

DATA PROTECTION AND SECURITY

Each party shall implement and maintain reasonable administrative, technical, and physical safeguards to protect personal data and account information. In the event of a security incident affecting Client data, Company will notify Client without undue delay and will cooperate in remediation consistent with law and industry standards.

WARRANTIES AND LIMITATIONS

Each party warrants that it has the full power and authority to enter into this Agreement. EXCEPT AS EXPRESSLY PROVIDED HEREIN, SERVICES ARE PROVIDED "AS IS" AND COMPANY DISCLAIMS ALL OTHER WARRANTIES, WHETHER EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, TO THE MAXIMUM EXTENT PERMITTED BY LAW.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the state identified below without regard to its conflicts of laws principles. Governing State:

ENTIRE AGREEMENT

This Packet, together with any appendices or statements of work executed by the parties, constitutes the entire agreement between the parties and supersedes all prior proposals, negotiations, and agreements, whether oral or written, relating to the subject matter hereof. Any amendment must be in a signed writing executed by both parties.

ACKNOWLEDGMENT AND AUTHORIZATION

By signing below, Client certifies that the information provided in this Packet is true and accurate, and authorizes Company to establish the account and, where applicable, to initiate charges in accordance with the Payment Terms above. Client further represents that the persons listed as authorized representatives have the authority to bind Client to this Agreement.

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