NO DIRECT SOLICITATION
We do not independently market services to clients introduced through your firm.
CPA PARTNER COMMITMENT · PROTECTED DELIVERY
Your clients remain
your clients.
Vecta Book works as your delivery partner—not as a competitor for relationships introduced through your firm.
Discuss a protected partnershipNon-solicitation and communication boundaries are agreed in writing before work begins.
THE COMMITMENTCapacity behind your firm.
Capacity behind your firm.
Protection around the relationship.
Our direct services for independently acquired businesses operate separately from CPA-referred relationships.
NO UNAUTHORIZED CROSS-SELLING
CPA-referred clients are not treated as Vecta Book sales opportunities.
YOUR COMMUNICATION MODEL
Client communication stays through your firm or follows the contact protocol you approve.
BOUNDARIES IN WRITING
Relationship protection, permitted communication, confidentiality, and data use belong in the engagement terms.
TWO CLEAR ENGAGEMENT LANES
Direct service does not erase
partner boundaries.
Introduced through your firm
- Your firm retains relationship ownership
- Communication follows your approved protocol
- No independent marketing or cross-selling
- Firm workflows and branding can be used where agreed
Approaches us independently
- Vecta Book manages the direct relationship
- Communication occurs directly
- Services are scoped with that client
- Vecta Book’s standard workflow applies
We follow the relationship protocol agreed with your firm rather than automatically treating the inquiry as an independent sales opportunity.
Final protections and exceptions should match the signed engagement agreement.PROTECT THE RELATIONSHIP · EXTEND THE CAPACITY