Privacy Policy

Last updated: September 2026

This Privacy Policy explains how Worksett ("we", "us", "our") collects, uses, stores and protects personal information submitted through our website at [YOUR-DOMAIN] and through our beta programme application process.

Please read this policy carefully. By using our website or submitting a pilot application, you confirm that you have read and understood how we handle your personal information.

1. Who we are

Worksett is an international managed workflow-services business. Our first beta service helps bookkeeping and accounting businesses convert invoices into structured, reviewed spreadsheet data.

For questions about this policy or how we handle your data, please contact us at the address provided in Section 10.

2. Information we collect

Pilot application form

When you submit a pilot application, we collect:

• Full name
• Work email address
• Business name and country
• Business website (if provided)
• Business type
• Estimated monthly invoice volume
• Current invoice-processing method
• Preferred output format
• Description of your main difficulty with invoice processing
• Your agreement to provide beta feedback and to be contacted

Website usage

We may collect standard technical information when you visit our website, such as your browser type, device type, pages visited and approximate location (country level). This information is used only to understand how the website is used and to improve it.

3. How we use your information

We use the information you provide to:

• Review your pilot application and assess whether the beta service is a suitable fit
• Contact you to discuss your application and next steps
• Manage the beta programme and communicate with participants
• Improve the Worksett service based on feedback
• Comply with our legal obligations

We do not use your information for automated decision-making or profiling. We do not use it for marketing purposes unrelated to the Worksett beta programme.

4. Legal basis for processing

• Consent — you have given explicit consent to be contacted about your application and the beta programme.
• Legitimate interests — we have a legitimate interest in reviewing applications and managing the beta programme.
• Legal obligation — where we are required to process or retain information to comply with applicable law.

5. How we share your information

We do not sell your information or share it for third-party marketing.

Trusted service providers who assist us in operating our website and managing applications (for example, form submission services or email providers) may process your information on our behalf. These providers are required to handle your information securely and only for the purposes we specify.

We may disclose your information if required to do so by law or in response to a valid legal request.

6. Invoice data submitted during the beta

If you become a beta participant, you may submit invoice data to Worksett for processing. This data belongs to you and your clients. We use it only to provide the agreed service. We do not use client invoice data for any other purpose, and we do not share it with third parties except where necessary to deliver the service and with your knowledge.

Specific data handling arrangements for beta participants will be set out in a separate agreement before processing begins.

7. Data retention

We retain pilot application information for as long as is necessary to manage the beta programme and for a reasonable period thereafter, unless you ask us to delete it sooner.

8. Your rights

Depending on your location, you may have the following rights:

• Access — to request a copy of the information we hold about you
• Correction — to ask us to correct inaccurate information
• Deletion — to ask us to delete your information, subject to legal obligations
• Objection — to object to certain types of processing
• Withdrawal of consent — to withdraw consent at any time
• Portability — to receive your information in a structured, machine-readable format

To exercise any of these rights, please contact us using the details in Section 10. We will respond within a reasonable timeframe and in accordance with applicable law.

9. Security

We take reasonable technical and organisational measures to protect your personal information from unauthorised access, loss or disclosure. No method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

10. Contact

If you have questions about this Privacy Policy, wish to exercise your rights, or have a concern about how we handle your information, please contact us at:

Worksett
Email: [PRIVACY-EMAIL]

A registered business address will be added here when available.

11. Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will update the "Last updated" date at the top of this page. Continued use of our website or participation in the beta programme after changes are posted constitutes acceptance of the updated policy.