ISM is committed to the security and privacy of our customer’s data. This Privacy Policy explains our commitment to safeguarding our customers’ data and serves as our agreement with our customers and other parties about our data handling practices. This policy lists the types of data ISM collects, explains how we use and protect that data, and discloses our key procedures surrounding privacy.

This privacy policy is a binding agreement between you and ISM. By using our service, you signify that you agree with the terms of this Privacy Policy. We may change this Privacy Policy from time to time by posting a new version here, and the new version will become effective immediately.

The privacy of ISM’s customers and affiliates is important to us. Therefore:

• ISM does not sell or rent personally identifiable information
• ISM does not spam, and our policies forbid use of our Services for spam

Business Information Collection and Use By ISM

ISM collects the Business Information necessary to enable us to respond to your requests for our products and services and to send you information regarding our products and services from time to time. Since most of the users of our products and Sites are doing so in their capacity as employees or companies, most Business Information we collect will be in that capacity (rather than information about you individually, such as your personal tastes, etc.). For these purposes, we have defined “Business Information” as any information that identifies or may identify a company or an individual contact at a company or that allows others to contact a company or an individual contact at a company. When you visit the Sites, you may be asked to submit information such as email address, company name, address, phone number, your product version, and/or areas of interest. We may also ask you where you heard about our company or products, or for other information that will help us understand more about your needs or help us process your requests for information. In addition, we collect credit card and related payment information when you order products, services, or support plans online. Our information collection and use practices are described in more detail below:

• Product Registration. You may be asked, on behalf of your company, to complete registration/activation form(s) on the Sites or from within the products, with contact information for use by Sage in accordance with this policy. Registration or activation information may include the name of your company, contact information, product information, customer ID, network and operating system, and other relevant information.
• Customer Profile. We also collect Business Information when you create a customer profile or Passport account on some of the Sites, which is required in order to access certain areas of the Sites, purchase support plans and products, to obtain software downloads and certain online support services, and to request information from us about our products and services. This information includes company name and contact information and other information about your company (for example, size, revenue, and number of employees), the products you may have licensed, and other non-Sage products you may currently use. We use this information in accordance with this policy to identify you, process your requests, and administer your Sage account(s).
• Support. We offer certain limited online support services at the Sites. If you access online support on any of the Sites, you may be asked for information such as customer ID, product name, product version, and other information to help us determine what the technical issues are and how best to help you resolve them. In addition, certain products allow you to submit support-related questions directly from the product. If you access online support services from a product, information about your network, operating system, printer, data and program path, product type, version, customer ID, the product’s technical support information sheet, product serial number, and other similar information will be automatically pre-populated for submission to our customer support representatives to assist them in answering your questions.
• Newsletters. When you subscribe or sign up to receive newsletters published or offered via the Sites, we will ask you for information necessary to enable us to process your request and to send you information regarding our products and services.
• Cookies. We also use Cookies to enhance the user experience, deliver personalized content, and collect information about the use of the Sites. “Cookies” are small computer files that we transfer to your computer’s hard drive. Cookies allow us to statistically monitor how many people are using the Sites and for what purposes, how often someone visits the Sites, and the length of their stay. This information helps us dynamically generate advertising and information specifically designed for your interests. We also use Cookies to prevent you from having to re-enter your identification and password information each time you visit our Sites. Cookies are not designed to retrieve personal or business data from your hard drive, your email, or any other personal information. Most browsers are initially set to accept Cookies, but users can change the setting to refuse Cookies or to be alerted when Cookies are being sent. Although refusal of Cookies will not interfere with the ability to interact with most of the Sites, you will need to accept Cookies in order to access information and use certain functions. For example, Cookies are required to be accepted for access to our web-based services or desktop products with online features. The Cookies are renewed each time a user logs on to one of the Sites that uses Cookies.
• Product-Related Information Collection. ISM collects certain additional information in connection with your use of our services or desktop products with online features. For instance:
  • Product Updates. Some products provide you with the ability to download and register product and/or tax updates as they become available. During the download and registration process, we collect Business Information, including customer ID number and product version, type, and serial number, in order to authorize your access and provide you with the appropriate update, and to update our records as to the product and products updates you have downloaded or installed.
  • Account Set-Up and Access. Upon subscribing to our services, ISM collects Business Information which may include information such as product serial number, customer ID, and your customer profile information, in order to identify you and authorize your access and use of the services and provide you with your relevant account information. Certain products provide you with the ability to access your account in order to obtain information such as your support plan status, service subscriptions, registrations, and order history.
  • Online Product/Account Application. Certain products and services are subject to an application and enrollment process, which may be completed on paper or online. Information requested may include federal ID numbers, bank account, payroll, credit card, and contact information. This information is used to process your enrollment request and, if approved, to set up and administer your account.
  • Web-based Services. In connection with certain of our web-based services we collect certain additional information, including IP address, browser, connection speed, domain, referring URL, and other environment-related information to enable us to provide a secure environment for the use of the services, to pre-populate forms, and calculate aggregate statistical information about the customers using these services.
  • ISM Services. In addition to the uses set forth above, ISM may use your Business Information to: 1) inform you of product upgrades and updates and subscription renewals; 2) inform you of tax, regulatory, and other compliance issues with your software product or service; 3) notify you of products and services that we think may be of interest to you; 4) offer you discounts or other promotions with respect to Sage products and services that we think may interest you; and 5) contact you for survey purposes to determine how we can better service you or provide better products to meet your needs.
  • Other Sage Company Products & Services. Your Business Information may be provided to one or more other Sage Companies to enable them to market products and services to you. In that case, the use of your Business Information would be governed by that Sage Company’s privacy policy.
  • Third-Party Products. ISM may also use your Business Information to inform you of special discounts or offers from other companies we have carefully selected and whose products and services may be of interest to you.

  From time to time, ISM may be required to release Business Information: 1) to comply with valid legal requirements such as a law, regulation, search warrant, subpoena, or court order; 2) to enforce or apply the terms of any of our service or license agreements; or 3) in special cases, such as protecting the rights, property, or safety of ISM, our customers, or others. We may also provide Business Information to government agencies and to our vendors, suppliers, authorized resellers, and other business, development, and industry partners (“Partners”) to enable them to: 1) provide us with products and services to better operate and maintain the Sites; 2) provide you with a product or service requested by you; or 3) enable them to market products or services to you. ISM also may provide information about you that does not allow you to be identified to, or contacted by, (“Aggregate Information”) third parties. For example, we might inform third parties regarding the number of users of the Sites and the activities they conduct while on the Sites. Depending on the circumstances, we may or may not charge for this Aggregate Information. We may also use this Aggregate Information as part of products or services that we provide to third parties and to improve our products, services, and the Sites.

  • Partner and Government Services. ISM may engage Partners to perform functions on our behalf, which may include assisting us in processing your Business Information. Certain Partners and government agencies may collect Business Information (such as business name, address, email address, credit card information, and customer ID) directly from you and use of that information and other information provided by you to third parties is not governed by this policy even though those Partners and government agencies may share such information with ISM.
  • Services and Product Data. Business Information collected by ISM as set forth above does not include your company’s data entered in the course of operating our products (“Product Data”) or data provided by you while using our services (“Services Data”). ISM will not access your Product Data or Services Data except in the following limited circumstances: (1) to provide you with technical support, solely at your request and with your permission; (2) on a limited-access basis to install updates, produce regular backups, or restore data from backups at your request; (3) where the inherent purpose of the product or service requires ISM to provide the Product Data or Services Data to a third party on your behalf (for example where ISM makes tax filings on your behalf or initiates bank transfers on your behalf) and, (4) unless you opt-out, to utilize Aggregate Information derived from Product Data and Services Data to help us improve our products and services and in developing additional offerings. ISM will not provide your Product Data or Services Data to any third party or permit any third party to access your Product Data or Services Data, except by your permission or to comply with valid legal requirements such as a law, regulation, search warrant, subpoena, or court order. In addition, if at any time you decide to discontinue your use of the applicable service, your Services Data will be destroyed and removed from all servers according to terms set forth in your Service Agreement.
  • Business Transfers. In the event that all or a portion of ISM is bought or sold, Business Information will likely be included among the transferred business assets, but such information remains subject to this Privacy Policy or a Privacy Policy substantially similar to this privacy Policy.