Legal

Privacy Policy

How we handle the information you share with us, and the controls that protect client financial data.

Last updated: 2026

Information we collect

We collect the contact details you submit through our forms or consultation bookings — name, company, email, phone and the details of your finance operation. When you engage us, we also process the accounting data required to perform the agreed services inside your systems.

How we use information

Information is used to respond to enquiries, scope engagements, deliver contracted accounting and finance services, and meet legal or contractual obligations. We do not sell personal information, and we do not use client accounting data for any purpose beyond delivering your services.

Client data and confidentiality

Client financial data remains the property of the client. Access is granted by you, limited to the personnel assigned to your engagement, and revocable at any time. Every team member is bound by confidentiality obligations, and access is logged for audit purposes.

Security controls

We operate least-privilege access, multi-factor authentication, encrypted transmission, secured devices and documented offboarding. Work is performed in your systems wherever possible so data stays under your controls rather than being copied elsewhere.

Data retention

Enquiry information is retained only as long as needed to respond and maintain business records. Engagement working papers are retained per the contracted terms, then deleted or returned at your instruction.

Your choices

You may request access, correction or deletion of your personal information, and you may unsubscribe from communications at any time. Email connect@atoutsourcing.com and we will respond promptly.

Contact

Questions about this policy can be sent to connect@atoutsourcing.com or by post to ATO Outsourcing, 11921 Freedom Dr Suite #550, Reston, VA 20190.