Confidentiality Agreement

Preventing data loss and guarding against identity theft is my top priority. It is my honor and duty to protect those I assist with care and devotion to confidentiality and security.
For your security, you should not reveal your login credentials to anyone. I highly recommend using a password manager to maintain account information and login credentials. If you suspect identity fraud, change your passwords right away to protect yourself.
That being said, there are scenarios like project collaboration or requesting technical assistance to access an account where login credentials need to be shared. While providing you with technical support, there may be times—with your express consent and supervision—when I might be privy to your sensitive and private data such as user names and/or passwords or account information. I will never disclose any information I might see while working with you unless I am subpoenaed by law to do so.
As your computer technician/consultant/trainer, it may become necessary—as requested or required—to create and configure new/existing user accounts, develop websites and online content, recover lost passwords, advise you of online safety and security, or coach you on managing finances digitally and/or banking online, etc. Some of these tasks may require repeated logging in. Depending on the situation, it may be necessary for me to view personal information in order to troubleshoot an issue or assist you. For example, I get many requests to teach people how to manage their finances using computer software or an online service. I help them log in to their online bank account or help them understand how to create financial reports and organize transactions. This usually requires that I view personal information for the purposes of training and troubleshooting. In no way do I ever retain any of the information that I see. In fact, I do not even read personal information, e.g.. an account balance or transaction, because I am focused on looking at the interface for usability in order to show you which buttons to press. I am not a financial advisor.
For your protection and for mine, please be advised that you are solely responsible for remembering and/or maintaining your own login credentials. I have no desire to know or retain any of the information I might see while assisting you in our technological endeavors. It is, therefore, with this official statement that I confirm I am not to be held liable for any breach of security that may occur. I am not responsible for storing or maintaining your login credentials unless I have your express permission, for example, in the case of a web development project or remote support where I may need to physically enter sensitive data on your behalf. If there is a need for me to store any personal data relating to you on my computer, I will secure your information employing the same methods used to secure my own data*.
Please be advised that you are responsible for changing your passwords and any login credentials needed to access your information in the event you suspect any fraudulent activity. If you ever feel the security of your information has been compromised and you are not sure what to do, please do not delay in requesting an appointment with me to help you change your passwords and investigate any suspicious activity.

Here is an example of how to communicate your preference to me when we are working on a project: 
If and when required, permission is [ ] granted [ ] denied to securely store information for the sole purpose of facilitating technical support and/or for maintaining online content, e.g., websites, blogs, merchant services, etc. 
If permission is granted you agree to permit me to save and enter credentials on your behalf for the sake of efficiency or in the case of remote technical support.
If permission is denied, you agree to always be present to enter your own login credentials when and where required.

*How I secure data:
• use a password manager to store, encrypt, update, and autofill login credentials and account details
• run a current and patched version of operating systems, e.g. macOS, iOS, iPad OS, and watchOS
• maintain backups both on-site and off-site using iCloud, 1Password and Dropbox

At any time I may revise this agreement including the terms and detail it contains. This page will be the resource for any updates or modifications that may occur.