Last updated: April 1, 2026
Atlas & Ledger collects information you provide directly to us, including your name, email address, phone number, business name, and financial information necessary to provide bookkeeping and accounting services. We may also collect information automatically when you visit our website, such as your IP address, browser type, and pages visited.
We use the information we collect to provide, maintain, and improve our services; communicate with you about your account and our services; send you technical notices and support messages; respond to your comments and questions; and comply with legal obligations. We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except as described in this policy.
We may share your information with third-party service providers who assist us in operating our website and providing our services, such as accounting software platforms (e.g., QuickBooks, Xero), cloud storage providers, and communication tools. All third-party providers are bound by confidentiality obligations and are prohibited from using your information for any purpose other than providing services to us.
As a bookkeeping and accounting firm, we handle sensitive financial data. All financial information you share with us is treated with the highest level of confidentiality. We implement industry-standard security measures including encryption, secure file transfer protocols, and access controls to protect your financial data.
We retain your personal and financial information for as long as necessary to provide our services and comply with applicable legal, tax, and accounting requirements. Upon termination of our engagement, we will retain records for a minimum of seven (7) years in accordance with standard accounting practice, after which data will be securely deleted.
Our website may use cookies and similar tracking technologies to enhance your browsing experience and analyze website traffic. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, some features of our website may not function properly without cookies.
You have the right to access, correct, or delete your personal information at any time. You may also request that we restrict processing of your data or object to its use. To exercise these rights, please contact us at the information provided below. We will respond to your request within 30 days.
We take the security of your information seriously and implement appropriate technical and organizational measures to protect it against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure.
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the 'Last updated' date. Your continued use of our services after any changes constitutes your acceptance of the new Privacy Policy.
If you have any questions about this Privacy Policy or our data practices, please contact us at: Atlas & Ledger | [email protected]