Privacy Policy


This Privacy Policy (the “Policy”) that takes effect on May 25, 2018, 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,, and all of the products and services contained on those websites (the “Website”).

CoralTree offers cloud-enabled software solutions like Qbox, CADbox, MSbox, which are designed to provide real-time collaboration for desktop software like Intuit QuickBooks, Microsoft Office products, Autodesk CAD products, etc. and cloud-based software solutions like CTSixty which is a platform for professional consulting (collectively 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:

Personal information

When you register for an account, we collect some personal information, including your name, email address, home or business address, phone number. This information is stored in databases hosted by Amazon AWS services. We use information to create your account for the Service you register and for the purpose of contacting you for providing technical support related to the Services. We also collect your credit card or bank account details. This information is stored on BrainTree payment processing service whom we use for processing your payments for CoralTree services availed.  We collect information from individuals who visit the Website (“Visitors”). You do not need to register for a Service in order to review the content on the Website as a Visitor. The information described in this paragraph is referred to collectively as “Personal Information”.

Non-personal information

We collect email addresses (optional) of people whom you can assign to pay your CoralTree bills, and email addresses of people with whom you share your files or offer consulting services. We collect information related to your business type, number of employees and revenue of your business, which are optional. We use this information for gathering market data and deciding future product offerings. This information is stored in databases hosted by Amazon AWS services.  The information described in this paragraph is referred to collectively as “Non-Personal Information”.  Personal Information and Non-Personal Information are referred to collectively as “Information”.

  1. Information collected automatically

We collect information related to your Device and its software when using the Services automatically, and store it in databases hosted by Amazon AWS. This information includes Internet Protocol IP address, type of operating system, number of folders and files that are shared, names of folder and files, upload and download status, history of versions of files, configuration information of the Services software installed on your Device, times at which the software accessed server software, number of messages sent by you or your clients, and times at which these messages were sent. We use this information for the purpose of diagnostics and troubleshooting, to be able to provide quality support to our customers.

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.

  1. Files:

We collect and store the computer files you upload, download, or access with the Services (“Files”). These files are stored on Amazon AWS S3 storage services. Your files can be downloaded and accessed by the users with whom you share the folders containing the files, by providing their email address on our Service.

  1. 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 Website 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.

  1. Testimonials:

We collect testimonials and video clips from our customers who are willing to provide such information and have given us permission to display them at our Websites. These are stored on WPengine systems where our Websites are hosted.


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

  1. Personal Information:

Personal Information including name, email address, phone number, and address may be used: (i) to set up your account with the Service you registered (ii) provide and improve our Services, (iii) to better understand your needs and interests, and (iv) to personalize and improve your experience while using the Service.

  1. Service-related notifications for Customers:

We will send you notification related to the Services as necessary to administer your use of the Services. For example, we will send you email notification when your account is setup, a password is required to be sent, or when a bill has become due. We will send you email notification as we add software updates to our Services. These emails are necessary for the maintenance of your account with us and cannot be disabled as long as your account is active. If you do not wish to receive such Service-related notifications and wish to cancel your service, please follow instructions given under section H of this Privacy Policy.

  1. Business Information:

Customers use our Services to upload and share computer files that may contain business data, financial information, project data, architectural designs, etc., 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.

  1. Billing Information:

All billing information like credit card and bank details, that we collect is used solely to bill for our Services. CoralTree uses a third party credit card processor (BrainTree) 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 or collecting payments.

  1. Special Offers and Updates:

We will occasionally send Visitors and Customers new information regarding our Website, webinars, or new product offerings. 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 G. below.

  1. Testimonials:

Testimonials provided to us in text form and video clips by customers are stored on WPengine and displayed on our websites. These can be viewed by registered users and visitors to our websites.

  1. Webinars:

We conduct periodic webinars for users who register by providing their Personal Information including email address, name, phone number and location. We conduct these webinars using the service offered by Zoom, and such Personal Information is stored on Zoom website for sending Webinar related information and reminders. If you do not wish to receive such Webinar related information, you can opt-out by following instructions given in each communication or by sending us an email at

  1. Amazon Web Services

We use Amazon Web Services (AWS) to store and process Personal Information. Personal information is stored in databases hosed by AWS. Computer files uploaded and downloaded by customers are stored on AWS S3 services. Amazon Web Services may store these information in any of their data centers located around the world and have contractual obligations and privacy policies to protect Personal and Business Information. Please refer to AWS privacy policies for details on how information is protected on their data centers.

  1. Braintree

We use BrainTree to process payments for Services. Personal Information including credit card details, customer name and address, bank information, etc. are stored on BrainTree payment gateway for the purpose of processing payments. Please refer to BrainTree privacy policies for details on how Personal Information is protected on their payment gateways.

  1. ZOHO

We use ZOHO for CRM, customer support, chats, email campaigns, promotions, visitor tracking and analytics. Personal and Non-personal Information including email addresses, phone numbers, contact information and company information are stored on Zoho. Please refer to Zoho privacy policies for details on how Personal Information is protected on Zoho services.

  1. Zoom

We use Zoom for Webinars and customer support. Personal information including email address, name, phone number and location are stored on Zoom. Please refer to Zoom privacy policiesfor details on how Personal Information is protected on Zoom websites.

  1. WPengine

We use WPengine for hosting CoralTree, Inc and our Services websites. Personal Information such as email address, name, phone number, and address, testimonials, video clips, and other such information are stored on WPengine. Please refer to WPengine privacy policies for details on how Personal Information is protected on WPengine.


CoralTree entities listed in this section have access to Personal Information and Non-Personal Information you provide (A1) and information collected automatically (A2). We do not sell any of your Personal Information or Non-Personal Information. Entities listed in this section adhere to confidentiality and security measures, have been made aware of our Privacy policies and have executed non-disclosure agreements with CoralTree, Inc.

  1. Employees and Independent contractors

Employees and Independent contractors of CoralTree have access to the information listed under A1 and A2, on a need to know basis, for the purpose of software development, testing, diagnostics, bug fixing, customer support, and other such purposes. Employees and Independent contractors are covered by and adhere to this Privacy Policy.

  1. Business partners

We provide access to some of the Information listed under A1 and A2 for our business partners who have executed the required confidentiality agreements with us, for the purpose of testing and support of the CoralTree products. These business partners are not permitted to retain, share, store or use your Information for any purpose other than to complete the contracted assignment and under obligations similar to those in this Policy.

  1. 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 other 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 Personal Information with third parties for unknown reasons.


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 by signing into your account and editing such personal information using the edit controls provided.


We will retain your Information for as long as your CoralTree Services 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 by signing into your account at the CoralTree Services website and selecting ‘Close Account’. In most cases we will close your account within 48 hours of your request. In some cases, we may close your account after validating your request to avoid erroneous closures resulting in the loss of Business Information. After your account is closed, files uploaded to your account will be deleted after 30 days, if there are no other users sharing and using these files.


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.