Privacy Policy

This Privacy Policy explains how Veritas Books collects, uses, and protects personal information provided through this website.

Veritas Books provides financial data preparation services for bookkeeping workflows, including the review and preparation of bank transaction CSV files and related enquiries.

Who is responsible for your data

Veritas Books is responsible for the personal information collected through this website.

If you have any questions about this Privacy Policy or how your information is handled, please use the contact page on this website.

What information may be collected

Information may be collected when you:

• Complete a contact form
• Send an enquiry by email
• Submit a sample CSV or other file for review
• Communicate about a quote or service request

This information may include:

• Your name
• Email address
• phone number, if provided
• Company or business name, if provided
• The contents of your message or enquiry
• Any files or data you choose to submit for review

If you submit a sample CSV or similar file, that file may contain personal or financial information. It will only be used for the purpose of reviewing, preparing, or discussing the requested service.

How your information is used

Your information is used to:

• Respond to enquiries
• Review submitted files
• Assess what work can be carried out
• Provide quotes and service information
• Communicate about a requested service
• Maintain basic business records where necessary

Your information is not used for unrelated purposes.

Lawful basis for processing

Personal information is processed where necessary to respond to enquiries, take steps requested before providing a service, and operate the website and business in a reasonable and secure way.

Where ongoing client work takes place, information may also be processed where necessary for the performance of a contract or for legitimate business purposes connected with providing the service.

How files and submitted data are handled

Sample files and submitted data are handled confidentially and only reviewed for the purpose of assessing or carrying out the requested service.

Files are not shared unnecessarily. Where third-party service providers are used for website hosting, email, form handling, or secure storage, they may process data only to the extent needed to support the operation of the website or service.

If a client provides data for processing on their behalf, Veritas Books may act as a processor in relation to that data, depending on the nature of the arrangement.

Data retention

Personal information and submitted files are kept only for as long as reasonably necessary for:

• Responding to the enquiry
• Providing the requested service
• Maintaining business and tax records where required
• Resolving follow-up questions or disputes

Unneeded enquiry data and sample files will be deleted after they are no longer required.

Data security

Reasonable steps are taken to protect personal information and submitted files from unauthorised access, loss, misuse, or disclosure.

However, no website or method of online transmission can ever be guaranteed to be completely secure.

Sharing of information

Personal information is not sold.

Information may be shared only where necessary with service providers involved in hosting, forms, email, storage, or routine business administration, or where disclosure is required by law.

Your rights

Depending on the circumstances, you may have rights in relation to your personal information, including the right to:

• Request access to your personal data
• Request correction of inaccurate information
• Request deletion where appropriate
• Object to or restrict certain processing
• Make a complaint to the Information Commissioner’s Office (ICO)

If you wish to exercise any of these rights, please get in touch using the contact page.

Cookies and website data

This website may use basic cookies or similar technologies required for website functionality, security, or analytics. Where applicable, cookie use should be described further in a separate cookie notice or banner.

Changes to this policy

This Privacy Policy may be updated from time to time to reflect changes to the website, services, or legal requirements.

Contact

If you have any questions about this Privacy Policy or how your information is handled, please use the contact page on this website.