Privacy Policy

This website is operated by Vertex Accounting ("we", "us"), 360 Central Ave, St. Petersburg, FL 33701, USA. This policy explains what information we collect through this website, how we use it, and the choices you have.

When you fill in a form on this site (for example to schedule a call, start a free trial, request a health check or get a pricing quote), we collect the details you enter. This usually includes your name, email address, phone number, company name, portfolio details, the software you use and any message you write.

If you email us, for example to apply for a role, we receive whatever you include in your email and attachments.

Like most websites, our hosting provider records basic technical information when you visit, such as your IP address, browser type and the pages requested. This is used to deliver the site securely and to protect it from abuse.

The month-end close checklist saves your answers in your own browser (local storage) so you can come back to them. Those answers stay on your device and are not sent to us unless you submit the form on that page.

• To respond to your enquiry and arrange consultations or trials.
• To prepare quotes and provide the services you ask for.
• To consider job applications.
• To keep the website secure and working properly.
• To meet our legal, accounting and regulatory obligations.

We use trusted third parties to run parts of this website. They process information on our behalf:

• Web3Forms delivers the details you submit in our forms to our team by email.
• Calendly handles consultation booking. When you book a time, Calendly processes your name, email and booking details under its own privacy policy.
• Trustindex displays our client reviews and ratings. Loading the review widget connects your browser to Trustindex.
• Cloudflare hosts and delivers this website.

Links to review sites and social networks (such as BBB, Google, Yelp, Trustpilot, Clutch, LinkedIn and Facebook) take you to websites with their own privacy policies.

We do not sell your personal information. We share it only with the service providers above, with professional advisers where needed, or when the law requires it.

We keep enquiry and application details only for as long as needed for the purpose they were collected for, or as required by law, and then delete them.

This website is served over an encrypted (HTTPS) connection, and we limit access to your information to the people who need it. No method of sending or storing data is completely secure, but we take reasonable steps to protect it.

You can ask us to tell you what information we hold about you, correct it, or delete it, and you can ask us to stop contacting you at any time. Email us at info@vertexacounting.com and we will respond as soon as we can.

This website is intended for businesses and is not directed at children under 16.

We may update this policy from time to time. The date at the top of this page shows when it was last changed.

Vertex Accounting, 360 Central Ave, St. Petersburg, FL 33701, USA
Email: info@vertexacounting.com
Phone: (727) 661-2363