Privacy policy

Information we collect

Information you give us. When you book a consultation through our scheduling tool, email us, or call, you provide details such as your name, business name, email address, phone number, and whatever you tell us about your bookkeeping situation. We only ask for what is needed to scope the work.

Information collected automatically. Our scheduling provider, Calendly, is embedded on the contact page and may set cookies and record basic technical information (such as IP address, browser type, and time zone) when that page loads. Our hosting provider keeps standard server logs. We do not run advertising or cross-site tracking pixels on this site.

How we use it

• To respond to your enquiry and schedule or confirm a consultation.
• To prepare a scope, quote, or engagement letter, and to deliver bookkeeping services if you become a client.
• To keep the records our own accounting, tax, and legal obligations require.

We do not sell, rent, or trade your information, and we do not send marketing email to people who have not asked for it.

Third parties

We share information only with the service providers that help us run the practice — for example Calendly (scheduling), our email and website hosting providers, and Intuit QuickBooks Online for client engagements — and only to the extent they need it to provide that service. Those providers have their own privacy policies. We may also disclose information where the law requires it.

Client financial records

Financial records belonging to bookkeeping clients are handled under the engagement agreement, kept confidential, and stored in the systems named there (primarily QuickBooks Online and secure file transfer). Client files are not shared with anyone outside the engagement without your instruction, except where the law requires it.

Data retention and security

We keep enquiry information for as long as we need it to respond and, if an engagement follows, for the period our professional and tax record-keeping obligations require. Access is limited to Mohammad Abbasi, who handles every file directly. No method of transmission or storage is completely secure, but we use reputable providers and account-level protections such as strong authentication.

Your choices

You can ask what information we hold about you, ask for corrections, or ask us to delete information we are not required to keep. Email hello@atlaskeeps.com and we will respond within a reasonable time. You can also set your browser to refuse cookies, though the booking widget may not work properly if you do.

Children

This site is intended for business owners. It is not directed to children under 13, and we do not knowingly collect their information.

Changes to this policy

If this policy changes, the updated version will be posted here with a new “last updated” date.

Contact

Atlas Keeps LLC · hello@atlaskeeps.com · +1 (754)-280-4303