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Privacy Policy

TRUSTe online privacy certification
Effective Date: 12/14/2012

At Sageworks, Inc. (hereinafter "Sageworks", "We", "Us", "Our"), We respect and protect the privacy of those who use Our services ("You", "Your") 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 (collectively, the "Site"), products, and services provided by Sageworks (collectively, "Products") associated with the Site. The contents herein explain how Sageworks collects, uses, shares, and protects information You share with Us through the use of Our Products.

Sageworks has been awarded TRUSTe's Privacy Seal signifying that this Privacy Policy and practices have been reviewed by TRUSTe for compliance with TRUSTe's program requirements including transparency, accountability and choice regarding the collection and use of Your personal information. The TRUSTe program does not cover information that may be collected through downloadable software. The TRUSTe program covers only information that is collected through the Site. TRUSTe’s mission, as an independent third party, is to accelerate online trust among consumers and organizations globally through its leading privacy Trustmark and innovative trust solutions. If You have questions or complaints regarding this Privacy Policy or related practices or procedures, please contact Us at If You are not satisfied with Our response You can contact TRUSTe here.

Please read this policy carefully to understand Our information-related practices and procedures. 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 e-mail 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. Out of respect for Your privacy, You may choose to stop receiving Our newsletter or marketing emails by following the unsubscribe instructions included in such emails, accessing the email preferences in Your account settings page or You can contact Us at

Entering Data into Sageworks Products

Sageworks collects the data and other information that You enter in Sageworks Products. This may include sensitive data, such as tax, financial, credit and social security information. We may obtain credit information from an outside credit reporting agency. 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.

Use of Information

Certain reports made available by Sageworks are based on aggregate statistics for industry groups, but Sageworks does not use company-identifiable data. Sageworks stores and aggregates Your report data, so We can build and continually improve Our industry benchmark database, financial models, and other products.

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.

Disclosure of Information

We will share Your personal information with third parties only in the ways that are described in this Privacy Policy. 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.

We may provide Your personal information to companies that provide services to help Us with certain business activities such as identity verification, facilitating a transaction or processing job applications. These companies are authorized to use Your personal information only as necessary to provide these services to Us.

We may also disclose Your personal information as required by law, such as to comply with a subpoena, or similar legal process, when We believe in good faith that disclosure is necessary to protect Our rights, protect Your safety or the safety of others, investigate fraud, or respond to a government request.

If Sageworks is involved in a merger, acquisition, or sale of all or a portion of its assets, You will be notified via email and/or a prominent notice on the Site of any change in ownership or uses of Your personal information, as well as any choices You may have regarding Your personal information.

Control of Customer Data

If You use Sageworks Products, You have full control of all data that is submitted for analysis. If Your personal information changes, or if You no longer desire to use Our Products, You may correct, update, or amend such personal information (1) by and through Your account settings page or (2) by emailing Our Customer Support at or contacting Us by telephone or postal mail at the contact information listed below to request access to such personal information. We will respond to Your request to access within 30 days. If You would like to delete data at any time for security or any other reasons, You may do so through Your account or the other contact methods listed above.

We will retain Your information for as long as Your account is active or as needed to provide You services. We will retain and use Your information as necessary to comply with Our legal obligations and regulatory requirements, resolve disputes, and enforce our agreements.

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 herein.

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:

The use of tracking technologies by Our service providers, technology partners or other Third Party assets on the Site is not covered by Our Privacy Policy. These other parties may use cookies, clear gifs, images, and scripts to help them better manage their content on the Site. We do not have access to or control over these technologies. We do not tie the information gathered by those technologies to Our customers’ or Site Users’ personally identifiable information.

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 approach is designed to ensure that no company name can be associated with the financial data entered in Our Products.

  • 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 the Site 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 VeriSign Security Certificate is applied on the Site's servers to protect the confidentiality of Your information. VeriSign, Inc. (NASDAQ: VRSN) is headquartered in Mountain View, CA and is the leading provider of Public Key Infrastructure (PKI) and digital certificate solutions used by enterprises, websites, and consumers to conduct secure communications and transactions over the Internet and private networks.

    Please go to 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. No method of transmission over the Internet, or method of electronic storage, is 100% secure, however. Therefore, We cannot guarantee the absolute security of any such transmissions to, from, or within the Site. If You have any questions about security on the Site, You can contact Us at

    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.

Additional Privacy Information

We display personal testimonials of satisfied customers on the Site in addition to other endorsements. With Your consent We may post Your testimonial along with Your name. If You wish to update or delete Your testimonial, You can contact Us at

The Site includes links to other internet web sites whose privacy practices may differ from those of Sageworks. If You submit personal information to any of those other sites, Your information is governed by their privacy policies. We encourage You to carefully read the privacy policy of any internet web site You visit.

The Site includes social media features, such as the Facebook button, "Like" button and Widgets, such as the "Share This" button (collectively, "Features"). These Features may collect Your IP address, which page You are visiting on the Site, and may set a cookie to enable the Feature to function properly. Features are either hosted by a third party or hosted directly on the Site. Your interactions with each of these Features are governed by the privacy policy of the company providing such Feature.

On certain pages of the Site, You can log in using sign-in services such as Linkedin. These services will authenticate Your identity and provide You the option to share certain personal information with Us such as Your name and email address to pre-populate Our sign up form. Services like Facebook Connect give You the option to post information about Your activities on the Site to Your profile page to share with others within Your network.

Modifications to This Privacy Policy

We may update this Privacy Policy to reflect changes to Our information-related practices and procedures. If We make any material modifications to those practices or procedures, We will notify You by email (sent to the e-mail address specified in Your account) or by means of a notice on the Site prior to the modification becoming effective. We encourage You to periodically review this page for the latest information on Our privacy practices and procedures. Your continued access to or use of the Products or this Site after any such modification takes effect will constitute Your acceptance of the Privacy Policy, as modified.

Contact Information

For information regarding this Privacy Policy, please contact:

Sageworks, Inc.
5565 Centerview Drive
Raleigh, NC 27606
Phone: 866.603.7029 option 1