LEGAL

Privacy Policy

How Veritas Global Accounting Services collects, uses, and protects information across our website and offshore accounting engagements.

Effective Date: April 28, 2026

1. Introduction

Veritas Global Accounting Services ("Veritas," "we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit veritasglobalservices.com (the "Site") or engage our offshore accounting, bookkeeping, payroll, and controller services (collectively, the "Services").

By accessing the Site or engaging our Services, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with our practices, please do not use the Site or the Services.

2. Information We Collect

We collect information in the following categories:

  • Contact information you submit through forms — name, business name, email, phone number, role, and message content.
  • Engagement data — accounting platform, scope of work, transaction volume, and other details you share to scope an engagement.
  • Client financial data — only data explicitly provided by clients under a signed engagement letter and Non-Disclosure Agreement (NDA), used solely to deliver contracted Services.
  • Technical data — IP address, browser type, device information, pages visited, and referring URL, collected via cookies and analytics tools.

3. How We Use Your Information

We use the information we collect to:

  • Respond to inquiries, schedule discovery calls, and provide quotes.
  • Deliver the bookkeeping, AP/AR, payroll, tax-prep, and controller services contracted under our engagement letter.
  • Communicate with you about your engagement, including reports, status updates, and invoices.
  • Improve our website, marketing, and service offerings.
  • Comply with applicable legal, regulatory, and contractual obligations.

4. How We Protect Your Data

We treat client financial data as strictly confidential. Our security program includes encrypted networks and workstations, role-based access controls, multi-factor authentication, signed NDAs for every team member, controlled-access delivery centers, continuous monitoring, employee security training, and encrypted backups with disaster recovery testing. Our practices align with GDPR principles, SOC 2 controls, and U.S. data protection best practices.

5. Sharing of Information

We do not sell, rent, or trade your personal or financial information. We share information only:

  • With our trained team members assigned to your engagement, on a strict need-to-know basis under NDA.
  • With trusted technology providers (e.g., secure file transfer, communication tools, accounting platforms you authorize) bound by confidentiality obligations.
  • When required by law, regulation, court order, or to protect our legal rights.

6. Cookies & Analytics

The Site uses cookies and similar technologies to remember preferences, measure performance, and improve user experience. You may disable cookies through your browser settings; however, some Site features may not function as intended.

7. Data Retention

We retain personal information for as long as necessary to deliver the Services, comply with our legal obligations, resolve disputes, and enforce our agreements. Client engagement data is retained per the terms of the applicable engagement letter and applicable record-retention requirements.

8. Your Rights

Subject to applicable law, you may have the right to:

  • Access, correct, or delete your personal information.
  • Object to or restrict certain processing of your data.
  • Withdraw consent where processing is based on consent.
  • Lodge a complaint with a supervisory authority.

9. Third-Party Links

The Site may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.

10. Updates to This Policy

We may update this Privacy Policy from time to time. The revised policy will be posted on this page with an updated effective date. Continued use of the Site or Services after changes signifies acceptance of the revised policy.