Privacy Policy
At Atlas Acct LLC (“Atlas,” “we,” “our,” or “us”), your privacy is not just a policy – it is a fundamental component of the trust you place in us. This Privacy Policy outlines how we collect, use, store, and protect the information you provide when interacting with our website, www.atlas-acct.com, and during the course of providing our accounting, tax, and financial advisory services.
1. Information We Collect
We may collect the following categories of information through our website, client portals, intake forms, and direct communication:
a. Personal Identifiable Information (PII):
- Full name
- Email address
- Phone number
- Mailing address
- Social Security Number or Taxpayer Identification Number (when applicable)
- Employment information
- Date of birth
b. Business Information:
- Business name, structure, and registration details
- Employer Identification Number (EIN)
- Financial statements, revenue data, expenses, and payroll records
- Accounting system access and third-party integrations
c. Payment & Transactional Data:
- Invoice and payment history
- Credit/debit card or bank account information (processed via secure third-party providers)
d. Website Analytics & Cookies:
- IP address
- Browser type and version
- Pages visited, duration, and referring URLs
- Device type and operating system
2. How We Use Your Information
We use collected data solely for lawful, specific, and necessary purposes, including:
- Preparing and filing accurate tax returns
- Providing ongoing bookkeeping, payroll, and financial advisory services
- Responding to inquiries and providing customer support
- Complying with legal, regulatory, or professional obligations
- Improving website usability and service delivery
- Communicating important updates, deadlines, or service changes
- Marketing and showcasing client businesses only with express consent
3. Information Sharing and Disclosure
Atlas Acct LLC does not sell, rent, or disclose your personal or business information to third parties except under the following limited circumstances:
- With your express written consent
- Secure portals and password-protected systems
- Two-factor authentication
- Staff confidentiality training
- Regular backups and access logs
4. Data Storage, Security & Retention
We implement industry-standard safeguards including:
- 256-bit encryption
- To third-party service providers we engage under strict confidentiality agreements
- When required by law or legal process
- To enforce our terms or protect our rights or the safety of our clients and employees
- In the event of a business acquisition or merger, subject to appropriate data safeguards
We retain your data as required by law, typically 3-7 years depending on the service type.
5. Your Rights & Choices
You have the right to:
- Access your personal information
- Correct inaccuracies
- Request deletion (subject to legal requirements)
- Opt out of non-essential communications
6. Third-Party Links and Client Showcase
Our website may link to client websites or third-party pages. We are not responsible for their privacy practices.
7. Children's Privacy
We do not knowingly collect data from children under 13. Contact us if you believe we have done so.
8. Policy Updates
We reserve the right to modify this policy. Changes will be posted on this page with the updated date.
