Privacy Policy

Effective Date: July 06, 2025

This Privacy Policy explains how Elevate Alpha Limited (“we”, “our”, “us”) handles personal information in connection with the ElevateBooks service.

Data Controller
Elevate Alpha Limited (Company No. 15195059), registered in England and Wales.

What We Collect
– Contact & business info: name, email, phone, company name, type, industry
– Financial records: uploaded documents, trial balances, bank statements
– Usage & technical data: IP, browser, time zone, analytics via cookies
– Interaction data: form inputs, communications

Lawful Basis for Processing
We process data based on:
– Your consent and/or contract performance
– Legal obligations
– Legitimate interests (e.g., service improvement, fraud prevention)

How We Use Your Data
– To deliver, support, and improve services
– To set up and manage your accounting software account
– For billing, reporting, and regulatory compliance
– To communicate updates and support issues

Data Sharing
We may share your data with:
– Cloud accounting platforms
– AI and automation services
– Vetted outsourced bookkeeping staff globally
– Trusted service providers (email, hosting, analytics)
– Legal or regulatory authorities when required
All third parties are GDPR-compliant and bound by confidentiality.

Global Talent Access
Your data may be accessible by our international remote staff. They operate under strict confidentiality agreements, and their access is role-based and limited.

Cookies & Tracking
– Cookies: Used for website functionality, preferences, and analytics
– Third-party cookies: Used by analytics tools to monitor site usage
Use of our site indicates agreement to this policy. You may disable cookies in your browser, but some functions may be impacted.

Data Retention
We retain data for as long as needed to provide services, handle disputes, and comply with legal obligations (e.g. tax).

Your Rights
Under the UK GDPR, you have the right to:
– Access your data
– Correct inaccuracies
– Request deletion (in eligible cases)
– Object to processing
– Withdraw consent
To exercise rights, contact support@elevatebooks.co.uk. We may request ID verification.

Data Security
We implement technical and organisational safeguards (encrypted storage, access controls) to protect your data. Only authorised personnel have access.

Policy Updates
We may update this policy. We’ll notify you of significant changes through our website or email. Continued use after updates means acceptance.