Privacy Policy

P1. Overview & Scope

Verto is a client engagement and billing workflow tool for small consultancies. This policy covers information collected through the platform, the website, and related support and sales channels.

• Platform users - people who sign into Verto or interact with a customer workspace.
• Website visitors - people who browse vertobill.com.
• Contact inquiries - people who email or submit forms to us.

P2. Controller Identity

The data controller for the website and our own operations is Verto. For questions about privacy, contact hello@vertobill.com.

When Verto processes customer data on behalf of a consultancy, that customer is the controller and Verto acts as a processor under the applicable agreement.

P3. Information We Collect

Information you provide

• Account details such as name, email address, company name, and password hash.
• Contact form submissions and support emails.
• Billing and subscription details handled by payment providers.
• Content entered into Verto workspaces by you or your team.

Information collected automatically

• Log data such as IP address, browser type, pages visited, and timestamps.
• Device and usage information used for performance and security monitoring.
• Cookies and similar technologies for essential, functional, and analytics purposes.

P4. How We Use Information

• To provide, maintain, and secure the platform.
• To process subscriptions, invoices, and customer support requests.
• To send service communications and security notices.
• To improve the product using aggregated or de-identified usage data.
• To comply with legal obligations and protect our rights.

P5. Legal Basis for Processing

Where GDPR or UK GDPR applies, we rely on contract performance, legitimate interests, consent where required, and legal obligation depending on the processing activity.

P6. Information Sharing & Disclosure

We do not sell personal information. We share information only with service providers, when required by law, as part of a business transfer, or with your consent.

P7. Data Retention

We retain data for as long as needed to provide the service, comply with legal obligations, resolve disputes, and enforce agreements. When data is no longer needed, we delete or anonymize it.

P8. Security

We use administrative, technical, and organizational safeguards intended to protect information in transit and at rest. No system is perfectly secure, but we work to reduce risk and respond quickly to incidents.

P9. International Data Transfers

Because Verto operates from the United States, information may be processed in the U.S. or other countries. Where required, we use approved transfer mechanisms such as Standard Contractual Clauses or comparable safeguards.

P10. California Rights

California residents may have rights to know, delete, correct, and limit certain processing of their personal information. To make a request, email hello@vertobill.com.

P11. EU & UK Rights

If you are in the EEA or UK, you may have rights to access, rectify, erase, restrict, object, and port your personal data. You may also withdraw consent where processing relies on consent.

P12. Children's Privacy

Verto is not directed to children under 18 and we do not knowingly collect their personal data. If you believe we have collected such information, contact hello@vertobill.com.

P13. Changes & Contact

We may update this policy from time to time. The effective date at the top of the page will change when updates are made. Continued use of the site or platform after an update means you accept the revised policy.