Our family is hiring someone to help navigate college finances/college choice. For that to work, we have to hand over a bunch of financial info including tax returns.
We asked for a clause protecting our financial data to be included in the agreement. This is what we ended up with. It's not much, but maybe it's better than nothing. "Additionally, under no circumstances shall any of Customer’s data be shared with any entity that is not a party to this contract ("Other Entity"). Upon request or cessation of services, Provider and their associated entities shall delete and destroy all of Customer’s data."
It's not much, but it's a little.