Privacy Policy

  1. Last Updated: February 26, 2015

    Formtree, LLC and affiliates have created and agreed to the following Privacy Policy. The policy outlines and explains what types of information may be gathered or tracked on our Site or Services. It also outlines how such information may be used, and with what other parties the information may be shared. For a detailed look at our terms of service, go to

    We understand your and share your concerns about the privacy of information and Content you may provide to us or store through our Services and in this Privacy Policy attempt to explain as clearly as possible what we do with your information and, if applicable, how we collect it. If at all possible, read this policy carefully as it guides how to verify, change, or remove your personal information. By using our Site ( and any other URLs that we may operate or make available from time to time) and/or Services you consent to this Privacy Policy.

    Please also review carefully our Terms of Service that provides the terms, conditions, disclaimers, and limitations of liability governing the use of our Services and if you are or intend to become a subscriber to our Services, your use and access to the Site and Services will be further conditioned upon your agreement to the Terms of Service.

  2. Privacy Statement

    Formtree has established a comprehensive privacy program designed to help us respect and protect your data privacy rights.

    Formtree believes in protecting your privacy. Whenever we collect personal information from you through our website, we follow the following privacy principles and rules.

    • Notice. When we collect your personal information, we’ll give you timely and appropriate notice describing what personal information we’re collecting, how we’ll use it, and the types of third parties with whom we may share it.
    • Choice. We’ll give you choices about the ways we use and share your personal information, and we’ll respect the choices you make.
    • Relevance. We’ll collect only as much personal information as we need for specific, identified purposes, and we won’t use it for other purposes without obtaining your consent.
    • Retention. We’ll keep your personal information only as long as we need it for the purposes for which we collected it, or as permitted by law.
    • Accuracy. We’ll take appropriate steps to make sure the personal information in our records is accurate.
    • Access. We’ll provide ways for you to access your personal information, as required by law, so you can correct inaccuracies.
    • Security. We’ll take appropriate physical, technical, and organizational measures to protect your personal information from loss, misuse, unauthorized access or disclosure, alteration, and destruction.
    • Sharing. Except as described in this policy, we won’t share your personal information with third parties without your consent.
    • International Transfer. If we transfer your personal information to another country, we’ll take appropriate measures to protect your privacy and the personal information we transfer.
    • Enforcement. We’ll regularly review how we’re meeting these privacy promises, and we’ll provide an independent way to resolve complaints about our privacy practices.
  3. What information do we collect?

    "Personal Information" (including, but not limited to, your name, company, address, telephone number, payment account information and e-mail address) may be collected when you order Services, or contact us with a specific concern, information request or question. We may also archive any relevant comments provided with any question or inquiry, if requested, about your company, industry, number of employees and such other related information.

    We retain the right to collect and use any Non Personal Information collected from your use of our Website and aggregate such data for internal analytics that improve our Website and Service as well as for use or resale to others. At no time is your Personally Identifiable Information included in such data aggregations.

    If you are a subscriber or user of Formtree’s Services, you provide us, through your acceptance of the Terms of Service, with your Content, which may contain your personal information or other personal or sensitive information (i.e., Protected Health Information) of your clients and other third parties.

  4. Purpose and Uses in collecting this information?

    We will use the collected information described above:

    • To answer your specific inquiry;
    • To improve your experience with the Site and/or Services;
    • To improve customer service, we may use information you have provided to help alleviate customers needs in the future;
    • If you are interested, to send you further materials and information as to the growt hand development of Formtree as a service and product;
    • To aid in the administration of the Site and Services;
    • To process transactions, in which case your information, whether public or private will not be sold, exchanged, transferred or given to any other company (“Information Sharing”) other than as provided herein, without your consent - excluding Information Sharing conducted for the express purpose of delivering the purchased Services or in the case of an acquisition, merger, sale or change in control of Formtree in which case no consent by you is required; or
    • As otherwise described in this policy.

    Formtree may, from time to time, share your Personal Information with trusted third party consultants, in which case, the consultants shall use your Personal Information solely to assist Formtree, at its request, with its Services, Site and operations, and any such consultants shall be required to comply with the terms of this policy and obligations of confidentiality and data security. We may also release your information when we believe release is appropriate to comply with the law, enforce our Site and Services’ policies, or protect our or others’ rights, property or safety.

    We do not, at this time, share any Aggregate Information that we may collect with other parties for marketing, advertising or other such uses.

  5. How we use cookies and other technologies.

    Our Website uses "Cookies" to identify the areas of our Website that you have visited. A Cookie is a small piece of data stored on your computer or mobile device by your web browser. We use Cookies to personalize the Content that you see on our Website. Most web browsers can be set to disable the use of Cookies. However, if you disable Cookies, you may not be able to access functionality on our Website correctly or at all. We never place Personally Identifiable Information in Cookies.

  6. What Personal Information may we disclose to outside parties?

    Subject to applicable law, we and our various Service Providers (defined below) may disclose and share your Personal Information:

    • Within Formtree;
    • To unaffiliated third parties under contract to perform services for or on behalf of Formtree (“Service Providers”), who are required to uphold and maintain privacy and security policies with respect to privacy and the treatment of your Personal Information;
    • To a third party in connection with a proposed or actual sale, merger, or transfer of all or a portion of a business or division of Formtree; and
    • To other such persons or agencies as permitted or required by applicable law or regulations.

    For debit, credit card and ACH payments, we of necessity employ third parties to process payments on our behalf. These third-party processing parties will only have access to the information you provide that allows them to fulfill your payment. They are required under agreements with Formtree to process this information securely and in accordance with the relevant privacy or data protection laws, standards, regulations and best practices.

  7. How we protect and store your information.

    Formtree takes the security of the information it collects through its Site and Services seriously and in response implements a variety of security measures designed to reduce the risk of unauthorized disclosures and accidental destruction or loss of your Content and to maintain the safety of your personal information using methods appropriate to the nature of the data and information provided to us by you.

    Personal Information collected via this Site and Services is stored on servers located in the United States, and these servers are subject to Formtree’s IT security policies and procedures. To discuss the security programs, procedures and policies that we have selected and utilize to reasonably secure your personal information and Content, please contact your Formtree representative or contact us through our Site. We will be happy to discuss our security program with you.

  8. Links and third-party websites.

    Third party sites have separate and independent privacy policies and we therefore have no responsibility or liability for the content and activities of these linked sites.

  9. Requesting changes.

    Under laws that may apply to you, you are entitled to request that Formtree:

    • Provide you with a copy of your Personal Information that we hold;
    • Cease processing your Personal Information, in whole or in part, as you direct us, for the purposes of direct marketing;
    • Correct any errors in that Personal Information; and
    • Update Personal Information as required.

    If you would like to review, copy, edit, or remove any personal information we have collected from you, please feel free to contact us through

  10. Questions regarding this policy.

    If you have questions concerning this Privacy Policy, please contact us through

  11. Modification to this Privacy Policy.

    Formtree may, in its sole discretion, update this policy from time to time by posting a new or amended policy on this Site. If we make material changes to this policy affecting handling of your Personal Information we will provide you an opportunity to opt in under the terms of the revised policy through an email notice, or conspicuous notice on the Site or Services’ home page, if applicable. After any such changes take effect, any newly collected Personal Information will be subject to the terms of the revised policy and all previously collected Personal Information will be handled in accordance with your response to our opt-in notice (per the revised policy if you opt in and under the previous policy if you do not opt in, which may, however, limit or prevent your further use of the Site and Services).

    If no material changes are made to this policy affecting treatment of your Personal Information, the amended policy shall be effective upon posting and your access to or use of the site following an update shall be deemed consent to the revised policy.

    We recommend you visit this page regularly and in particular before supplying any Personal Information to us via this Site or Services.

    This policy may not be otherwise amended by you without the written consent of Formtree.