Privacy Policy
Last updated: August 29, 2026
What we collect
When you request a quote, sign up for a service, or book a call, we collect the information you give us: name, email, phone, business name, mailing address, industry, and the business volume details needed to price your plan (such as monthly expenses, account counts, and transaction counts). As a bookkeeping client, you also share financial records needed to do the work.
How we use it
To prepare quotes, deliver bookkeeping and education services, process payments, communicate with you, and meet legal obligations. We do not sell your information, and we do not share it with third parties except the service providers below.
Who processes it for us
Payments are processed by Stripe — your card or bank details go directly to Stripe and never touch our servers. Email is delivered through our email providers. Bookkeeping work happens in QuickBooks Online under your own account. Document collection, where used, happens through a dedicated secure portal provider. Each provider handles your data under its own security and privacy certifications.
How we protect it
Data is transmitted over encrypted connections (HTTPS) and stored in access-controlled systems. Client back-office pages are private, non-indexed links. We never ask for your banking credentials — statements are shared as documents, and account connections happen inside QuickBooks itself.
Your choices
You can request a copy of the personal information we hold, ask us to correct it, or ask us to delete it (subject to records we're required to keep). Your QuickBooks data is always yours — if you leave, it goes with you.
Contact
Privacy questions: hello@atsibooks.com or (813) 797-6022.