Privacy Policy

ATA Bookkeeping (“ATA,” “we,” “us,” or “our”) respects your privacy. This policy explains what information we collect, how we use it, and the choices you have when you use our website or engage our bookkeeping services.

Information we collect

We collect information you provide directly, such as your name, business name, email address, and phone number when you contact us or request a call. When you engage our services, we also process financial records and related documents you share with us in order to perform bookkeeping work.

We may automatically collect limited technical information — such as browser type and pages visited — through standard website analytics.

How we use your information

• To respond to inquiries and schedule consultations.
• To provide, maintain, and improve our bookkeeping services.
• To communicate with you about your account and our services.
• To meet legal, tax, and regulatory obligations.

How we protect your information

We use industry-standard safeguards, including encrypted cloud accounting tools such as QuickBooks Online, to protect the financial information entrusted to us. Access is limited to personnel who need it to perform services for you.

Sharing your information

We do not sell your information. We may share it with trusted service providers (for example, our accounting software) who help us deliver our services, and with your accountant or CPA at your direction. We may also disclose information where required by law.

Data retention

We retain client records for as long as needed to provide services and to comply with legal and tax recordkeeping requirements, after which they are securely deleted or archived.

Your choices

You may request access to, correction of, or deletion of your personal information by contacting us. You may also opt out of non-essential communications at any time.

Contact us

Questions about this policy? Emailhello@atambookkeeping.com or reach us through our contact page.