Privacy Policy

Palo Alto Software, Inc. (“Palo Alto Software”, “we”, “us”, “our”), are committed to protecting your privacy, including your Personal Information. This Privacy Policy governs our Personal Information collection, processing, and usage practices regarding our Websites and Subscription Services. It also describes your choices regarding use, access, and correction of your Personal Information. By using the Websites or the Subscription Services, you consent to the Personal Information processing practices described in this Privacy Policy. If you do not agree with the Personal Information processing practices described here, you should not use the Websites or the Subscription Services.

1. Definitions

1.1. “Personal Information”

This refers to any information that identifies you personally, including contact information, transaction details, and more. It can also include any information voluntarily provided by you on the Websites.

1.2. “Websites” and “Subscription Services”

This Privacy Policy applies to our websites (“Websites”), including www.paloalto.com, www..com, and www.liveplan.com, as well as any other sites owned and operated by us. The Privacy Policy also applies to our Subscription Service LivePlan offered through our Websites, including any associated mobile applications (Mobile Apps).

2. Changes and Updates

We periodically update this Privacy Policy. Any changes will be effective from the time the new Privacy Policy is posted, as indicated by the “Effective Date” listed above. Your use of the Websites or Subscription Services after changes to this Privacy Policy have been implemented constitutes your acknowledgement and acceptance of the new Privacy Policy. If you do not agree to the terms of the new Privacy Policy, you must no longer use the Websites or Subscription Services.

3. Questions and Concerns

If you have any questions about this Privacy Policy, please contact our Data Protection Officer at [email protected] or by calling us at 1-800-229-7526 or by postal mail at:

Palo Alto Software, Inc.
Attn: Noah Parsons, Data Protection Officer
44 W. Broadway, STE 500
Eugene, OR 97401
USA

You can also use these contact details to exercise your privacy rights. In addition, you may be able to submit a request to exercise your privacy rights by filling out a webform available on the Website. Please note that we might need to verify your identity as explained in the Section titled “Verification of Your Identity” below.

VeraSafe has been appointed as Palo Alto Software’s representative in the European Union for Personal Information protection matters, pursuant to Article 27 of the General Data Protection Regulation of the European Union. VeraSafe can be contacted at [email protected] or through the contact form provided on their website. Alternatively, VeraSafe can be reached at their Czech Republic or Ireland offices.

VeraSafe Czech Republic s.r.o
Klimentská 46
Prague 1, 11002
Czech Republic

VeraSafe Ireland Ltd
Unit 3D North Point House
North Point Business Park
New Mallow Road
Cork T23AT2P
Ireland

VeraSafe has also been appointed as Palo Alto Software’s representative in the United Kingdom for data protection matters, pursuant to Article 27 of the United Kingdom General Data Protection Regulation. VeraSafe can be contacted at [email protected] or through the contact form provided on their website. Alternatively, VeraSafe can be reached at their United Kingdom office.

VeraSafe United Kingdom Ltd.
37 Albert Embankment
London SE1 7TL
United Kingdom

4. Information We Collect and How We Use It

4.1. Information You Voluntarily Provide

You are free to explore our Websites without providing any Personal Information. You may voluntarily provide Personal Information to us when you sign up for additional information, use our Subscription Services, contact customer service, or communicate with us in any other way. The Personal Information we process may include your name, address, email address, and professional information. Please refer to Section 4.4 below to understand how we use the Personal Information you provide.

Our Subscription Services allow you to create business plans and analyze accounting data.

Users of our Subscription Services can store any type of Personal Information. However, Palo Alto Software does not access or share that data unless specific conditions are met. We will not allow humans to read this data unless: (i) we have your agreement, (ii) doing so is necessary for security purposes, (iii) to comply with applicable law, or (iv) for our internal operations and only when the data has been aggregated and anonymized.

Please refer to Section 5.4 below titled “Use of Personal Information” to understand how we use the Personal Information you provide. We may share your Personal Information with third parties, as necessary, solely to enable them to perform specific services for us.

4.2. Payment and Order Information

We collect and process payment information from you when you subscribe to our Subscription Services or order products or services from our Websites. This information is used to complete billing and payment processes.

4.3. Information We Collect Automatically

When you use our Subscription Services or browse our Websites, we or our third-party service providers may collect information about your visit, usage, and browsing activity. That information may include your IP address, operating system, browser ID, and other interaction details. Our use of cookies and other tracking technologies is discussed further in Section 4.6 below.

We may use third parties to perform certain services on our behalf. We may share your Personal Information with these third-party service providers, as necessary, solely to enable them to perform those specific services for us.

4.4. Information from Your Use of Our Subscription Services

We may receive information about how and when you use our Subscription Services and link it to other information we collect about you. This information helps us to improve our Subscription Services. We may share your Personal Information with third-party service providers to perform specific services for us.

4.5. Information We Receive from Third Parties

We may receive your Personal Information directly from third parties, such as users of our Subscription Services who provide your Personal Information to us. Please refer to Section 5.4 below to understand how we use the Personal Information we receive from third parties.

4.6. Cookies

Palo Alto Software and its third-party partners use cookies or similar technologies to analyze trends, administer our Websites, and gather demographic information. Most Web browsers accept cookies, but you can usually modify your browser settings to decline cookies if you prefer. Please note that we have automatically disabled non-essential cookies for users in California and the EEA. To learn more about our use of cookies, visit our Cookie Statement.

4.7. Clear Gifs, Web Beacons & Web Bugs

We employ a software technology called clear gifs (Web Beacons/Web Bugs), that help us better manage the Websites and Subscription Services. Clear gifs are tiny graphics with a unique identifier, used to track the online movements of Web users. We use clear gifs in our emails to gauge communication effectiveness. We may share your Personal Information with third-party service providers, as necessary, solely to enable them to perform specific services for us.

4.8. Single Sign-On

You can log in to our Subscription Services using a Single Sign-On (SSO) service like your Google account. Such services may provide us with certain Personal Information such as your name and email address. They may also give you the option to post information about your activities on our Website to your profile page. This information is shared with the SSO provider, such as Google.

4.9. Personal Information about Children

Our Websites and Subscription Services are not intended for children under the age of thirteen (13) years, and we do not knowingly collect or disclose Personal Information about children under thirteen (13) years of age.

5. How We Use the Personal Information We Collect

5.1. Controllership

We act as either a data controller or a data processor, depending on our relationship with you.

5.2. Basis of Processing

We rely on legal grounds for processing your Personal Information, such as your consent, fulfilling our contractual obligations, pursuing our legitimate interests, and complying with the law.

5.3. We Never Sell Personal Information

We do not sell your Personal Information to third parties for any purpose.

5.4. Use of Personal Information

In addition to the uses identified elsewhere in this Privacy Policy, we may use your Personal Information to improve your browsing experience, send you relevant information, provide marketing communications, and provide anonymous statistical information to other companies. We may contact you on behalf of our business partners about offerings that may be of interest. We do not transfer your unique Personal Information to third parties.

5.5. Advertising

We partner with third-party advertising networks to provide you targeted advertising based on your interests. These networks collect non-personally identifiable information about your activities on our Websites and other sites.

5.6. Customer Testimonials and Comments

We may post customer testimonials and comments on our Websites for marketing purposes. If you want your testimonial or comments altered or removed, please contact us.

5.7. Use of Credit Card Information

If you provide credit card information, we use it solely for checking financial qualifications and collecting payment. We use a third-party service provider to manage credit card processing.

5.8. Social Media Features

Our Websites include Social Media features that may collect your IP address and other information. Your Personal Information is subject to the privacy policies of the companies providing these features.

5.9. External Websites

Our Websites may include links to other websites. We are not responsible for the content or practices of these websites.

5.10. Public Forums

We offer publicly accessible message boards, blogs, and community forums for you to share your ideas and enhance our Subscription Services and Websites. Please remember that if you disclose information through our public message boards, blogs, or forums, others may collect and use that information. We will correct or delete any Personal Information you have posted on the Websites if you request it.

Retention of Personal Information

Where we act as a data processor, we retain your Personal Information for as long as necessary for us to perform under our engagement with the data controller.

Where we act as a data controller, we retain Personal Information that you provide us as long as we consider it potentially useful in contacting you about the Subscription Services or our other services, or as needed to comply with our legal obligations, resolve disputes, and enforce our agreements. We securely delete that Personal Information within 12 months after the purposes of processing are satisfied. We may delete this information from the servers earlier if you request it.

International Transfer of Personal Information

Some third parties who receive your Personal Information may be located in countries outside of the European Union or the European Economic Area (EEA). In these cases, we ensure appropriate safeguards are in place before transferring your Personal Information to these countries. These safeguards may include the European-Commission-approved standard contractual data protection clauses under Article 46.2 of the GDPR, or transfers on the basis of the Data Privacy Frameworks.

Corporate Events

If we (or our assets) are acquired by another company, they would receive all information gathered by Palo Alto Software on the Websites and the Subscription Services. In this event, you will be notified of any change in ownership, uses of your Personal Information, and choices you may have regarding your Personal Information.

Compelled Disclosure

We reserve the right to use or disclose your Personal Information if required by law or if we reasonably believe that use or disclosure is necessary to protect our rights, your safety or the safety of others, investigate fraud, or comply with a law, court order, or legal process.

Security

We use a variety of security technologies and procedures to help protect your Personal Information from unauthorized access, use, or disclosure. We secure the Personal Information you provide on computer servers in a controlled, secure environment, protected from unauthorized access, use, or disclosure. When sensitive Personal Information is collected or transmitted, it is protected through the use of encryption, such as the Secure Socket Layer (SSL) protocol.

Alerts in the Event of a Security Breach

If a security breach materially affects you, Palo Alto Software will notify you as soon as possible and report the action taken in response.

Your Privacy Rights

If we process your Personal Information, you have specific rights with respect to that information. To exercise these rights, please contact us. We will respond to your request within 30 days. If we need more time, we will inform you. You may appoint an authorized agent to exercise your rights on your behalf.

Verification of Your Identity

To evaluate your requests regarding your Personal Information, we may ask you to confirm your identity. We will only use the Personal Information provided in a request to verify your identity. For more sensitive requests, we may ask for certain information we already hold about you.

EU-U.S. and Swiss-U.S. Data Privacy Framework Principles

Palo Alto Software complies with the EU-U.S. Data Privacy Framework (EU-U.S. DPF) and the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF). We have certified our adherence to these frameworks and are subject to the investigatory and enforcement powers of the Federal Trade Commission (FTC). If you have inquiries or complaints regarding this Privacy Policy, please contact us. We commit to resolving complaints and providing access to and correcting inaccurate Personal Information. You have the right to opt out of having your Personal Information shared with third parties and to withdraw your consent for such sharing.

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