Privacy.

Privacy Policy

We respect and protect the privacy of those who use our services and are strongly committed to protecting your privacy online. When we collect information from you, we want you to know what information is gathered and how it is used. This Privacy Policy applies to this website and related sites, products, and services provided by Sageworks (collectively, “Products”). The contents herein explain how Sageworks collects, uses, shares, and protects information you share with us through the use of our Products.

Please read this policy carefully to understand our information practices. By supplying your data to Sageworks through the use of our Products, you consent to our collection, use, and disclosure of such information in accordance with this Privacy Policy. If you disagree with this Privacy Policy, do not access or use the Sageworks Products at any time.

Purchasing a Sageworks Subscription

Whenever you purchase a Sageworks subscription, you are asked for certain personally identifiable information, including your name, company name, address, phone number, and email address. We may collect and store sensitive information such as account and purchase information on your behalf as part of the services provided to you. We do not share your information with outside companies for their promotional use. If we have trouble processing your order, we use the information to contact you. We may use the contact information to notify you about upcoming service-related enhancements or outages to Sageworks and about special offers.

Entering Data into Sageworks Products

Sageworks collects the data and other information that you enter in Sageworks Products. The saved data and other information are segregated so personally identifiable information (i.e., information that identifies a particular client/customer or other individual) is kept separate from the report data, i.e. the sensitive financial and company information in a report is not directly associated with a specific individual or company.

Sageworks will not publish or sell personally identifiable data (information that identifies a particular client/customer or other individual) without your express permission, and we agree to maintain the confidentiality of your information. Sageworks reserves the right to use any data and information provided by users for internal quality control and product development as necessary for supporting the Products. In addition, Sageworks reserves the right to freely use, sell, and distribute all data provided by users from which Sageworks has removed personally identifiable information. This may include the future development of financial models, indices, or other reports derived from the financial data entered. Do not enter data or other information into our applications if you do not want your or your client data being used in this manner or contributed to our aggregate database.

Please note: If you have purchased a Sageworks subscription and are uncomfortable with Sageworks collecting your data, please contact us at 866.603.7029 option 1. Do not use Sageworks if you disagree with Sageworks using your data or other information in the manner described.

Safeguarding Customer Information

Sageworks takes the following precautions to safeguard customer information.

  • Anonymity: Sageworks does not require a client name to be entered into our products to generate an analysis. We also recommend in our training sessions that a "code name" be used when submitting data for analysis. This ensures that no company can be associated with the financial data entered in our products.

    Sageworks stores and aggregates your report data, so we can build and continually improve our industry benchmark database, financial models, and other products. Sageworks will not publish or sell personally identifiable data (information that identifies a particular client/customer or other individual) without your express permission, and we agree to maintain the confidentiality of your information. Sageworks reserves the right to use any data and information provided by users for internal quality control and product development as necessary for supporting our products. In addition, Sageworks reserves the right to freely use, sell, and distribute all data provided by users from which Sageworks has removed personally identifiable information. This may include the future development of financial models, indices, or other reports derived from the financial data entered. Do not enter data or other information into our applications if you do not want your or your client data being used in this manner or contributed to our aggregate database.

    Please note: If you have purchased a Sageworks subscription and are uncomfortable with Sageworks collecting your data, please contact us at 866.603.7029 option 1. Do not use Sageworks if you do not want your data to be used in the manner described in the above paragraph.

  • Security: Sageworks employs industry-recognized security safeguards to help protect the personally identifiable information that has been provided to us from loss, misuse, or unauthorized alteration. Secure server software (SSL) encrypts all information entered through our web interface so that it cannot be read as the information travels over the Internet. Therefore, all of the information that is entered into the Sageworks system is securely transmitted through industry standard SSL protocols as well as full data encryption at rest.

    In addition to SSL security, a GeoTrust Security Certificate is applied on our site's servers to protect the confidentiality of your information. GeoTrust, Inc. (NASDAQ: VRSN) is a VeriSign Company owned by Symantec Corporation, the leading provider of Public Key Infrastructure (PKI) and digital certificate solutions used by enterprises, web sites, and consumers to conduct secure communications and transactions over the Internet and private networks.

    Please go to http://www.geotrust.com to learn more about this certificate.

    Sageworks further protects personally identifiable information stored on our servers by using industry standard computer security products and procedures such as firewalls, intrusion detection systems, host and firewall logging, and real-time monitoring.

  • Control of customer data: If you use Sageworks, you have full control of all data that is submitted for analysis. If you would like to delete data at any time for security or any other reasons, you may do so through your account.

    Sageworks commits to maintaining the above measures and to working with our customers to monitor and modify our programs as needed to address any security concerns.

Use of Your Information

Certain reports made available by Sageworks are based on aggregate statistics for industry groups, but Sageworks does not use company-identifiable data. Sageworks aggregates and stores your data so that we can continually build and improve our industry benchmark database.

TRACKING TECHNOLOGIES / COOKIES

A cookie is a small text file that is stored on a user’s computer for record-keeping purposes. We use cookies on the Site. We do not link the information we store in cookies to any personally identifiable information you submit while on the Site.

We use both session ID cookies and persistent cookies. A session ID cookie expires when you close your browser. A persistent cookie remains on your hard drive for an extended period of time. You can remove persistent cookies by following directions provided in your Internet browser’s "help" file. If you reject cookies, you may still use the Site, but your ability to use some areas of the Site will be limited.

As is true of most web sites, we gather certain information automatically and store it in log files. This information includes internet protocol (IP) addresses, browser type, internet service provider (ISP), referring/exit pages, operating system, date/time stamp, and clickstream data. We use this information, which does not identify individual users, to analyze trends, to administer the Site, to track users’ movements around the Site and to gather demographic information about the Site user base as a whole. We do not link this automatically-collected data to personally identifiable information.

Third parties, with whom we partner to provide certain features on the Site or to display advertising based upon your web browsing activity (collectively, "Third Parties"), use flash cookies to collect and store information.

Flash cookies are different from browser cookies because of the amount of, type of, and manner in which data is stored in flash cookies as opposed to browser cookies. Cookie management tools provided by your browser will not remove flash cookies. To learn how to manage privacy and storage settings for flash cookies click here.

We may use Remarketing with Google Analytics to advertise online. You can opt-out of Google Analytics for Display Advertising and customize Google Display Network ads by visiting your Google "Ads Settings". Sageworks and third party vendors, including Google, use first-party cookies (such as the Google Analytics cookie) and third-party cookies (such as the DoubleClick cookie) together to inform, optimize, and serve ads based on your past visits to our website. We may use data from Google's Interest-based advertising or 3rd-party audience data (such as age, gender, and interests) to serve ads on sites across the internet. Third party vendors, including Google, may use cookies to serve ads on sites across the internet, based on your past visits to our website. We may use this anonymous information for remarketing, to display more relevant ads to you on other websites at a later time. You can opt out of a third party vendor's use of cookies by visiting the "Network Advertising Initiative Opt-Out Page". Third parties such as Facebook may use cookies, web beacons, and similar technologies to collect or receive information from our website(s) and use that information to provide measurement services and target ads. Users can opt-out of the collection used for ad targeting. Information submitted to us is only available to employees managing this information and partnered third party API's for purposes of contacting you, sending you emails, or targeted ads based on your request for information.

Modifications to This Privacy Policy

Sageworks reserves the right to amend, remove, or add to this Privacy Policy at any time without notice. Such modifications shall be effective immediately upon posting. Users agree to review this Privacy Policy regularly for changes. Continued access or use of the Products after modifications have been made will constitute user acceptance of the Privacy Policy, as modified.

Contact Information

For information regarding this policy, please contact:

Sageworks, Inc.
5565 Centerview Drive
Raleigh, NC 27606
Phone: 866.603.7029 option 1
Email: support@sageworks.com