Whutuporo - Awesome Accountants
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CLIENT BEHAVIOUR POLICY

Purpose
This policy outlines the expectations for appropriate client behaviour when interacting with employees, contractors, or representatives of the Company. It aims to foster a professional and respectful environment conducive to productive relationships and mutual understanding.
 
Respectful Conduct
Clients are expected to treat all employees, contractors, and representatives of the Company with courtesy, respect, and professionalism at all times. Verbal abuse, harassment, discrimination, sexual innuendo or any form of disrespectful behaviour towards staff members will not be tolerated.
 
Communication
Clients should communicate in a clear, concise, and respectful manner when engaging with employees or representatives of the Company. Any concerns, complaints, or feedback should be expressed constructively and through appropriate channels provided by the Company.
 
Compliance with Policies and Procedures
Clients are required to comply with all applicable policies, procedures, and guidelines established by the Company. This includes adherence to contractual agreements, terms of service, and any specific requirements outlined in client agreements or contracts.
 
Confidentiality and Data Protection
Clients must respect the confidentiality of information shared with them by the Company and refrain from disclosing sensitive or proprietary information to unauthorized parties. Any personal data or confidential information obtained during the course of business must be handled in accordance with applicable privacy laws and regulations.
 
Professional Boundaries
Clients should maintain appropriate professional boundaries when interacting with employees or representatives of the Company. Personal inquiries or requests beyond the scope of the business relationship should be avoided unless relevant to the matter at hand.
 
Conflict Resolution
In the event of a disagreement, dispute, or conflict, clients are encouraged to seek resolution through constructive dialogue and mediation. The Company may designate a point of contact or escalation procedure to address client concerns and facilitate resolution.
 
Consequences of Misconduct
Violations of this policy may result in sanctions, termination of services, or termination of the client relationship, depending on the severity and recurrence of the misconduct. The Company reserves the right to take appropriate action to address client behaviour that undermines the well-being or safety of its employees or representatives.
 
Continuous Improvement
The Company is committed to continuously reviewing and improving its policies and practices related to client behaviour to ensure a positive and professional working environment for all stakeholders.

Conclusion
By adhering to the expectations outlined in this policy, clients can contribute to a positive and collaborative working relationship with the organization, fostering mutual respect, trust, and professionalism.
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Whutuporo Accountants
​Phone: 03 348 4403
Level 1, 11 Picton Avenue, Tower Junction, Riccarton
Christchurch 8011, New Zealand
  • Services
    • The Scrum >
      • Tax Returns
      • GST Returns
    • The Coach >
      • Cashflow Management
      • Business Planning
      • Financial Awareness
      • KPI Improvement Coaching
      • Monthly Coaching
      • Succession Planning
    • The Crowd >
      • Wills
      • Audit Shield Insurance
      • Xero Accounting
      • MYOB Accounting
      • Life Organiser
      • Trusts Review
      • Business by Design
    • The Tāne Service >
      • Kumara Service
      • Harakeke Service
      • Manuka Service
      • Pohutukawa Service
      • Kauri Service
      • Service Comparison
  • About
    • Team
    • Victory Stories
    • Frequently Asked Questions
  • OUR CLIENTS
    • Resources
    • Whutuporo Smart Plays
    • Bulletin Articles
    • Client Behaviour Policy
    • AML Policy
  • Sponsorships
  • Contact Us
  • Annual Checklists
    • Checklist Instructions
    • Checklist Links
    • Uploading and Viewing Documents