(Last Updated: January 17, 2013)



This Privacy Policy (the “Policy”) describes the privacy practices for CoralTree, Inc. (“CoralTree”, “us”, “we”) and the ways we collect store, use and protect your personal and non-personal information on our websites, which link to this Policy including, without limitation, (the “Website”)

CoralTree is a cloud-based software solution designed to provide a cloud-based collaboration platform for QuickBooks (the “Services”). The Services can be accessed through our Website, applications on Devices and through third parties. A “Device” is any computer used to access the Services, including without limitation, a desktop, laptop, mobile phone, tablet, or other consumer electronic device.

This Policy governs your access to the Services regardless of how you access them, and by using our services you consent to the collection, transfer, processing, storage, disclosure and other uses described in this Policy.

For questions or feedback on this Policy or our privacy practices, please email us at



All of the different forms of data, content, and information described below are collectively referred to as “Information.”

We may collect and store the following Information when you access the Services:

1. Information You Provide:

When you register an account, we collect some personal information, which may include without limitation, your name, phone number, credit card or other billing information, email address and home and business postal addresses (“Personal Information”).

2. Files:

We collect and store the files you upload, download, or access with the Services (the “Files”).

3. Log Files:

As is true of most websites, we gather certain non-personally identifiable Information from your Device and its software when using the Services automatically and store it in log files. This information includes internet protocol (IP) addresses, browser type, internet service provider (ISP), referring/exit pages, information you search for on our Website, your mobile carrier, operating system and system configuration information, date/time stamp, click stream data and other fields. We use this information to analyze trends, to administer the site, to track users’ movements around the site and to gather demographic information about our user base as a whole.

4. Cookies:

A cookie is a small text file that is stored on a user’s computer for record-keeping purposes. Cookies make web surfing easier for you by saving your preferences while you are at the web site. The use of cookies is an industry standard, and as such, you will find them at most major websites. By showing how and when visitors use the web site, cookies help us see which areas are popular and which are not, helping us to improve our Services. We may use “persistent cookies” to save your registration ID and login password for future logins to the Services. We may use “session ID cookies” to enable certain features of the Services, to better understand how you interact with the Services and to monitor aggregate usage and web traffic routing on the Services. We use the information from cookies only to provide services better tailored to our users’ needs. Many improvements and updates to the web site are based on such data as total number of visitors and pages viewed. This information is most easily tracked with cookies. You can instruct your browser, by changing its options, to stop accepting cookies or to prompt you before accepting a cookie from the websites you visit. If you do not accept cookies, however, you may not be able to use all aspects of the Services.



We collect information from individuals who visit the Website (“Visitors”) and individuals who register to use the Services (“Customers”). You do not need to register in order to review the content on the Website as a Visitor. Any Personal Information submitted to us is optional and we use it solely for the purpose for which it is collected or for communicating with you regarding the Services. At a minimum we ask for your name, email address, company, state, and contact phone number so that we may communicate with you (“Personal Information”).

In addition to those uses of Information discussed in Section B. of this Policy, we also use Information in the following ways:

1. Personal Information:

Personal Information is or may be used: (i) to provide and improve our Services, (ii) to better understand your needs and interests, and (iii) to personalize and improve your experience. Out of respect for your privacy, if you would prefer not to hear from us you can choose not to receive these types of communications. Please see Section E. below.

2. Special Offers and Updates:

We will occasionally send Visitors and Customers new information regarding our Website and on our Services. We will use your Personal Information to send these communications to you. Out of respect for your privacy, if you would prefer not to hear from us you can choose not to receive these types of communications. Please see Section E. below.

3. Service-related Announcements for Customers:

We will send you announcements related to the Services as necessary to administer your use of the Services. For example, as we add software enhancements to our Website, we will send you an email notification. These emails are necessary for the maintenance of your account with us.

4. Business Information:

Customers use our product to upload business data and financial information related to their business (“Business Information”). That Business Information is considered confidential to our Customers. CoralTree will not review, share, distribute, or reference any such Business Information except for the purpose of resolving a problem, providing customer support or to investigate a suspected violation of our business agreement.

5. Billing Information:

All billing information that we collect is used solely to bill for our Services. CoralTree uses a third party credit card processor to assist us in processing customer payments. This processing partner is not permitted to store, retain, or use the personally identifiable information provided, except for the sole purpose of credit card processing.

6. Third Parties:

We may employ or use trusted third parties to act on our behalf for our Services, including but not limited to providing marketing support, analysis and public relations. These third parties may have access to your Information. However, such third parties are not permitted to retain, share, store or use your Information for any other purpose than to complete the contracted assignment and under obligations similar to those in this Policy. From time to time, we may provide services, or sell product lines jointly with selected business partners. We DO NOT share personally identifiable information with third parties for unknown reasons.

7. Non-Private or Non-Personal Information:

We may disclose your non-private, aggregated, or otherwise non-personal information, such as usage statistics of our Services.



We reserve the right to disclose your Information, when we have a good faith belief that disclosure is reasonably necessary to:

1. Protect our rights;

2. Comply with a law, regulation, judicial proceeding, court order, or legal process served on us;

3. Protect the safety of any person from death or serious bodily injury;

4. Prevent fraud or abuse of CoralTree or its Customers.



If you no longer wish to receive our communications outside those communications necessary for the administration of your use of the Services, you may opt-out of receiving such communications by following the instructions included in each communication or by emailing us at You may also opt-out by phone at 408-448-QBOX (7269) or 855-448-QBOX (7269) Toll Free.



If your Personal Information changes you may correct or update it on our website or by contacting us at or by phone at 408-448-QBOX (7269) or 855-448-QBOX (7269) Toll Free.



We will retain your Information for as long as your CoralTree account is active or as needed to provide you Services. If you wish to cancel your account or request that we no longer use your Information to provide you Services, you may delete your account at We may retain and use your Information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. Consistent with these requirements, we will try to delete your Information quickly upon request. Please note, however, that there might be latency in deleting Information from our servers and backed-up versions may exist after deletion.



Our Services are not directed to persons under 13. We do not knowingly collect personally identifiable information from children under 13. If a parent or guardian becomes aware that his or her child has provided us with Personal Information without their consent, he or she should contact us at If we become aware that a child under 13 has provided us with Personal Information, we will take steps to delete such information from our files.



We reserve the right to modify this Policy at any time. If we make material changes to this Policy, we will notify you here and also, as necessary via email. By continuing to use the Services after those changes become effective, you agree to be bound by the revised Policy.



The security of your Information is important to us. We utilize robust security measures to protect customer data from unauthorized access. We follow generally accepted standards to protect the information submitted to us, both during transmission and once we receive it. Sensitive data is encrypted and web site connections are protected using secure socket layer (SSL) technology with a minimum of 128-bit symmetric encryption and a 1024-bit authenticated key agreement. Our Web sites are hosted in a secure server environment that uses multi-layer perimeter security including firewalls and other advanced technology to prevent interference or access from outside intruders.

No method of electronic transmission or storage is 100% secure. Therefore, we cannot guarantee the absolute security of your Information.



Our Website may contain links to third party websites. These third party websites maintain their own policies regarding cookies and the collection and use of your Information. We assume no responsibility or liability for the actions of such third parties with respect to their collection or use of your Information. We encourage you to read the privacy statements of every website that you visit through a link on our Website or otherwise.



In the event CoralTree goes through a business transition, such as a merger, acquisition by another company, or sale of all or a portion of our assets, your Information may be among the assets transferred as part of that transaction. We will notify you (for example, via email or a prominent notice on our Website) of any change in use or control of your Information or Files, or if either becomes subject to a different privacy policy.



If you have any questions or suggestions regarding our privacy policy, please contact us by email at You may also contact us by phone at 408-448-QBOX (7269) or 855-448-QBOX (7269) Toll Free.