Privacy Policy

VertiBridge ("we", "our", or "us") provides accounting, bookkeeping, tax, and advisory services to business owners and accounting firms. This Privacy Policy explains what personal and financial information we collect, how we use it, and the choices you have.

Information you provide directly: contact details such as name, email, phone number, and company, account and financial records shared for bookkeeping, tax, or advisory engagements, and messages you send through our contact forms, live chat, or email.

Information collected automatically: technical data such as IP address, browser type, device information, and pages visited on our website, collected through cookies and similar technologies.

We use your information to deliver and manage the Services you engage us for, communicate with you about your account or engagement, respond to support requests, improve our website and Services, and comply with legal and professional obligations.

We do not use the financial data you entrust to us for any purpose beyond delivering your engagement, unless you give us explicit permission to do so.

We do not sell your personal or financial information. We may share it with trusted service providers who support our operations, such as secure cloud storage or payment processing, regulators or authorities where required by law, and professional advisors bound by confidentiality obligations.

Any third party we work with is required to protect your information to a standard consistent with this Policy.

We apply industry-standard safeguards — including encryption, access controls, and regular security reviews — to protect your information from unauthorised access, loss, or misuse. Details of our broader security practices are available on our Safety & Security page.

We retain personal and financial information for as long as necessary to provide our Services and to meet legal, tax, and regulatory record-keeping requirements in the relevant jurisdiction. When information is no longer required, we securely delete or anonymise it.

Depending on where you are located, you may have the right to access, correct, or request deletion of your personal information, object to or restrict certain processing, and request a copy of your data in a portable format.

To exercise any of these rights, contact us using the details below and we will respond in accordance with applicable law.

Our website uses cookies to keep core features working, remember your preferences, and understand how visitors use our site. You can control cookies through your browser settings; disabling them may affect certain features of the website.

As VertiBridge operates across Australia, Canada, India, the United Kingdom, and the United States, your information may be transferred to and processed in a country other than your own. Where this occurs, we take steps to ensure an appropriate level of protection consistent with this Policy.

Our website and Services are intended for business use and are not directed at individuals under the age of 18. We do not knowingly collect personal information from children.

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The "last updated" date at the top of this page shows when it was last revised.

If you have questions about this Privacy Policy or how we handle your information, contact us at contact@vertibridge.com or visit our Support Center.