Client Bill of Rights & Responsibilities

At NexFirm, we take great pride in providing our clients with world-class service. Meeting the needs of our clients is our chief concern, and we require our employees and our affiliates to abide by the same standard. To ensure that every client is treated in a fair and ethical manner, we have made the following promise through our Client Bill of Rights. Rooted in this philosophy is the fact that every NexFirm client has both important rights and responsibilities.

To not be refused representation on the basis of race, creed, color, religion, sex, sexual orientation, age, national origin or disability.

You are entitled to a capable representative handle your tasks competently and diligently, in accordance with the highest standards of the profession.

You are entitled to have your questions and concerns addressed in a prompt manner and to have your telephone calls returned promptly.

To be informed of NexFirm’s policies and procedures, and to have complicated financial, technology or operations concepts explained in simple English.

To have access to your data and materials upon demand.

You are entitled to sufficient information to allow you to participate meaningfully in the operations of your firm.

To be informed if errors and have corrections in a timely fashion.

To receive care/service from staff that are qualified through education and/or experience to carry out the duties for which they are assigned.

To maintain confidentiality of your information and records using the highest level of security available.

To have your firm’s identity as a NexFirm client kept confidential, unless your provide permission.

To be informed of the ownership and control of the organization.

To be provided a clear and accurate invoice for services, and for any errors to be corrected in a timely fashion.


CLIENT RESPONSIBILITIES As a client, you have the responsibility:

To provide complete and accurate information needed to perform the tasks.

To treat the staff with respect.

To participate in the process NexFirm has set up for your firm.
Read materials provided to you and ask questions when you are unclear.

To cooperate with staff and ask questions if you do not understand instruction or information given to you.

To inform NexFirm of any problems or dissatisfaction with our services.