Effective Date: May 21, 2026

Last Updated: May 21, 2026

Atlas Business Ops ("Atlas," "we," "our," or "us") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit atlasbusinessops.com and its associated funnel pages, or engage with our services.

Please read this policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access our website or submit your information through our forms.

1. Who We Are

Atlas Business Ops is a financial strategy firm providing bookkeeping, S-Corp optimization, payroll management, and tax preparation services to high-earning 1099 professionals and real estate agents.

Business Address: 352 S. 2000 W. Suite B, Pleasant Grove, UT 84062

Privacy Contact: [email protected]

Website: atlasbusinessops.com

2. Information We Collect

2.1 Information You Provide Directly

We collect information you voluntarily submit to us, including:

- Name and email address submitted through opt-in forms (e.g., the Tax Foundation Packet download)

- Phone number, if provided during booking or onboarding

- Financial information shared during diagnostic calls, onboarding, or ongoing service delivery (including income figures, tax filing history, bank account details, and QuickBooks data)

- Business information including entity type, EIN, and S-Corp election status

- Payment and billing information submitted during client onboarding (processed by third-party payment processors)

2.2 Information Collected Automatically

When you visit our website or funnel pages, we may automatically collect:

- IP address and approximate geographic location

- Browser type and version

- Pages visited and time spent on each page

- Referring URL (how you arrived at our site)

- Device type and operating system

- Cookie identifiers and tracking pixels (see Section 8)

3. How We Use Your Information

We use the information we collect for the following purposes:

- To deliver requested resources, including the Tax Foundation Packet and other lead magnets

- To contact you about Atlas services, including follow-up sequences and appointment confirmations

- To schedule and conduct diagnostic calls and onboarding sessions

- To fulfill bookkeeping, payroll, and tax preparation services under your client agreement

- To process payments and maintain billing records

- To maintain accurate financial records on your behalf, as required by your service tier

- To improve our website, funnel pages, and service delivery through internal analytics

- To comply with applicable federal and state tax and financial regulations

- To send marketing communications (you may opt out at any time)

4. How We Share Your Information

Atlas does not sell, rent, or trade your personal or financial information to third parties. We may share your information only in the following circumstances:

4.1 Service Providers and Software Platforms

We use the following third-party platforms in the delivery of our services. Each handles your data in accordance with their own privacy policies:

- GoHighLevel (GHL) - CRM, marketing automation, and funnel management

- QuickBooks Online (Intuit) - Bookkeeping and financial data management

- Financial Cents - Client workflow and production management

- Iris/AccountantsWorld - Payroll processing

- Drake Tax Software - Tax return preparation

- Dashlane - Credential and data encryption

- McAfee - Endpoint security

- Google Analytics - Website traffic and behavior analytics

- Meta (Facebook) Pixel - Advertising performance tracking (if applicable)

- Zapier - Workflow automation between platforms

4.2 Legal Requirements

We may disclose your information if required to do so by law, court order, or government regulation, or if we believe disclosure is necessary to protect the rights, property, or safety of Atlas Business Ops, our clients, or the public.

4.3 Business Transfers

In the event of a merger, acquisition, or sale of all or a portion of our business, your information may be transferred as part of that transaction. We will notify you via email and/or a prominent notice on our website prior to your information becoming subject to a different privacy policy.

5. Financial Data Handling

Because Atlas handles sensitive financial records on behalf of our clients, we apply heightened standards to the management of that data:

- Client financial data is used exclusively for the purpose of delivering contracted bookkeeping, payroll, and tax services

- Financial data is never sold, shared with advertisers, or used for purposes outside the scope of your service agreement

- All firm operations are protected by Dashlane encryption and McAfee endpoint protection

- Access to client financial data is restricted to Atlas team members who require it to perform their designated service role

- We follow a Major Banks Only policy to ensure automated bank feed integrity, minimizing the risk of data errors or unauthorized access through unsecured integrations

6. Data Retention

We retain your information for as long as necessary to fulfill the purposes described in this Privacy Policy, subject to the following guidelines:

- Contact and marketing data (name, email, lead source) is retained for as long as you remain an active contact or client, plus a reasonable period thereafter for reporting and audit purposes

- Client financial records are retained for a minimum of 3 years following the end of the applicable tax year, consistent with IRS record-keeping guidelines. Certain records may be retained for up to 7 years

- Payroll records are retained in accordance with applicable federal and state requirements, typically a minimum of 4 years

- You may request deletion of your contact and marketing data at any time (see Section 7). Deletion requests for financial records may be limited by our legal retention obligations

7. Your Rights and Choices

You have the following rights with respect to your personal information:

7.1 Access

You may request a summary of the personal information we hold about you by contacting [email protected].

7.2 Correction

If you believe any information we hold about you is inaccurate or incomplete, you may request a correction at any time.

7.3 Deletion

You may request that we delete your personal information. Please note that deletion of financial records may not be possible where we are legally required to retain them under IRS or state regulations.

7.4 Opt-Out of Marketing

You may opt out of marketing emails at any time by clicking the unsubscribe link in any email we send, or by contacting us directly at [email protected]. Opting out of marketing does not affect transactional communications related to active service agreements.

7.5 How to Exercise Your Rights

To exercise any of the rights above, contact us at [email protected] with your full name and the nature of your request. We will respond within 30 days.

8. Cookies and Tracking Technologies

Our website and funnel pages use cookies and similar tracking technologies to enhance functionality and support our advertising efforts.

8.1 Types of Cookies We Use

- Strictly necessary cookies: Required for the website to function (session management, form submission)

- Analytics cookies: Used to understand how visitors interact with our site (Google Analytics)

- Marketing cookies: Used to measure the effectiveness of our advertising campaigns (Meta Pixel, Google Ads tag, if applicable)

8.2 How to Opt Out

You may opt out of non-essential cookies by adjusting your browser settings. You may also opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on at tools.google.com/dlpage/gaoptout.

To opt out of Meta ad tracking, visit your Facebook Ad Preferences settings or visit aboutads.info.

9. Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately at [email protected] and we will take steps to delete that information.

10. Security

We take the security of your information seriously. Atlas Business Ops employs the following measures to protect your data:

- Dashlane encryption for credential and sensitive data management across all firm operations

- McAfee endpoint protection on all firm devices

- Restricted access to client financial data on a need-to-know basis

- Secure, encrypted connections (HTTPS) on all web properties

- While we take commercially reasonable steps to protect your information, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security and encourage you to contact us immediately if you suspect any unauthorized access to your information.

11. Third-Party Links

Our website may contain links to third-party websites, including QuickBooks, scheduling tools, or industry resources. This Privacy Policy applies only to atlasbusinessops.com and its associated funnel pages. We are not responsible for the privacy practices of any third-party sites and encourage you to review their privacy policies before submitting any personal information.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we make material changes, we will update the "Last Updated" date at the top of this page and, where appropriate, notify active clients by email.

Your continued use of our website or services after any changes to this policy constitutes your acceptance of the updated terms.

13. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or the handling of your personal information, please contact us:

Atlas Business Ops

352 S. 2000 W. Suite B

Pleasant Grove, UT 84062

Email: [email protected]

Website: atlasbusinessops.com