Privacy & Cookies Policy

Effective Date: September 1, 2020

This privacy policy (“Policy”) applies to Encarte, Inc. (d/b/a Canopy)’s, and its related and/or affiliated companies (“Company” or “Canopy”) online tools and platform(s) (collectively, the “Services”), and other Canopy websites (collectively, the “Websites”) and other interactions (e.g., customer service inquiries, user conferences, etc.) you may have with Canopy.  The Policy describes how Canopy collects, uses, discloses, and shares your personal information.  By using or accessing the Websites in any manner, you acknowledge that you accept the practices and policies outlined in this Privacy Policy and you hereby consent that we will collect, use, and share your information in the following ways.

What we collect

We get information from you in a number of ways

Information you give us

We may collect your‎ name, postal address, email address, phone number, username, password, demographic information (such as your occupation), as well as other information you give us on our Services or Websites. For customers who have paid software services, we collect your billing details such as credit card information, banking information, and/or billing address.

Information We Get From Others

We may get information about you from other sources, such as your investors when they add you to the system. We may add this to information you provide us through our Services or Websites.

Information Automatically Collected

Device Information. We may collect information about the devices accessing our Services or Websites. Some examples are: type of device, operating system used, application information, unique device identifiers and crash data. The type of information we collect depends on the type of device used and its settings.

We also receive information collected by third parties about your use of the Websites and Services. For example, we use Google Analytics, a web analysis service provided by Google Inc. (“Google”) that is based on cookie technology, to analyze how you interact and engage with the Websites and Services so we can learn and make enhancements to offer you a better experience. On behalf of Canopy, Google will use the generated information to evaluate your use of the website, to compile reports on website activities, and to provide the website operator with additional services connected with website and Internet use. The IP address transmitted by your browser in connection with Google Analytics is not collated with other data by Google. To opt out of being tracked by Google Analytics across all websites visit:

Transactional and Usage Information

We may automatically log information about you and your computer, subject, where necessary, to your consent. For example, like most services when visiting our website, we log your computer operating system type, browser type, browser language, pages you viewed, how long you spent on a page, location (your IP address), access times and information about your use of and actions on our website. This is information we collect from every visitor to the Website, whether they have an account or not. This information may include personal information.

Cookies and Similar Technologies Information

As further described below, and subject, where applicable, to your consent, we automatically collect information from cookies and similar technologies (such as cookie ID and settings) to keep you logged in, to remember your preferences, and to identify you and your device.

Third party data

Canopy may receive data about organizations, industries, website visitors, marketing campaigns, and other matters related to our business from affiliates, subsidiaries, partners, or others that we use to make our own information better or more useful. This data may be combined with other information we collect and might include aggregate level data.

Use of personal information

We may use personal information as follows: To operate, maintain, and improve the Services or Website. This includes use of other information to support delivery of our services under contract, assist with service request, monitor for errors, remedy security or technical issues, analyze website and application performances.

  • To respond to comments and questions, verify permission access, and provide customer service.
  • To send information including confirmations, invoices and billing, technical notices, updates, security alerts, and administrative messages.
  • To communicate system updates, upcoming events, and other news about products and services offered by us. We may contact you to inform you about important services-related notices, such as privacy and policy update notices or changes in our terms of service. These communications are strictly necessary and you may not opt out of them.
  • To protect, investigate, and deter against fraudulent, unauthorized, or illegal activity.

Sharing of personal information

We may share personal information as follows:

  • To fulfill our customers’ instructions.
  • To comply with any applicable law.
  • For legal, protection, information security, and safety purposes. Examples include enforcing contracts or policies, reporting on security breaches, or assisting with investigating and preventing fraud or security issues.
  • We may share customer and user access on the customer’s account. The customer or any of the customer’s authorized users and other designated representatives may be able to add, modify or restrict access.
  • To comply with laws and regulatory requests. Examples include responding to lawful requests and legal or regulatory processes.
  • To protect the rights and property of Canopy, our agents, customers, and others. This includes enforcing our agreements, policies, and terms of use.
  • With those who need it to do work for us. An example is granting a Canopy employee the necessary access in order to perform their duties.
  • We may share aggregated or anonymized data. We may disclose or use aggregated or anonymized data for any purpose. An example would be for marketing, analytics or research purposes.
  • We will not share personal information with investors of the Company beyond any personal information that such investors are entitled to for customary legitimate business purposes.
  • If we engage in or negotiate a merger, acquisition, or bankruptcy transaction or proceeding of some or all of Canopy's assets or stock, financing, public offering of securities, acquisition of all or a portion of our business, a similar transaction or proceeding, or steps in contemplation of such activities (e.g. due diligence), some or all personal information may be shared or transferred subject to reasonable confidentiality restrictions with respect to personal information.
  • We may share other information with consent with third parties when we have consent to do so. We may engage third party companies or individuals as service providers to process information and support our services. An example would be cloud services for data center colocation and storage services.
  • We may de-identify your personal information so that you are not identified as an individual, and provide that information to our partners. We may also provide aggregate usage information to our partners (or allow partners to collect that information from you), who may use such information to understand how often and in what ways people use our Websites and Services, so that they, too, can provide you with an optimal online experience.
  • When Customers authorize access to customer data to third parties. An example is when a company grants their financial auditors access for annual audits.


We endeavor to protect the privacy of your personal information we hold in our records, but unfortunately, we cannot guarantee complete security.  Unauthorized entry or use, hardware or software failure, and other factors, may compromise the security of user information at any time.

Legal Requirements

To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

Age Limitations

Canopy does not allow the use of our services and Site by anyone younger than 18 years old. If you learn that anyone younger than 18 has unlawfully provided us with personal data, please contact us and we will take steps to delete such information.

Information choices and changes

Our marketing emails tell you how to “opt-out.” If you opt-out, we may still send you non-marketing emails. Non-marketing emails include emails about your accounts and our business dealings with you that are necessary for fulfilling our obligations to our customers.

You may send requests about personal information to our contact Information below. You can request to change contact choices, opt-out of our sharing with others, and update your personal information.
You can typically remove and reject cookies from our website with your browser settings. Many browsers are set to accept cookies until you change your settings. If you remove or reject our cookies, it may affect how our website works for you.

We strive to provide you the tools to update your personal information. If you are unable to correct inaccurate information on your own, you may request our assistance to update such information by contacting

Notice for California Residents


This section applies to your Personal Information that we handle as a “business” (as defined under the California Consumer Privacy Act of 2018 (“CCPA”)) if you are a California resident. For purposes of this section, “Personal Information” has the meaning given in the CCPA but does not include information exempted from the scope of the CCPA. In addition, this section does not apply to Personal Information reflecting communications or transactions with you in your capacity as an employee, controlling owner, director, officer or contractor of a company, partnership, sole proprietorship, non-profit or government agency, where your communications or transactions with us occur solely within the context of our provision of services to, or receipt of services from, such an entity.

Canopy does not sell (as such term is defined in the CCPA) the Personal Information we collect (and will not sell it without providing a right to opt out).

Your California Privacy Rights

You have the following rights under the CCPA:


  • To request the following information about how we have collected and used your Personal Information during the past 12 months:
  • The categories of Personal Information that we have collected.
  • The categories of sources from which we collected Personal Information.
  • To protect, investigate, and deter against fraudulent, unauthorized, or illegal activity.
  • The business or commercial purpose for collecting Personal Information.
  • The categories of third parties with whom we share Personal Information.
  • Whether we have disclosed your Personal Information for a business purpose, and if so, the categories of Personal Information disclosed to each category of third party recipient.


  • To request a copy of the Personal Information that we have collected about you during the past 12 months.


  • To request that we delete the Personal Information that we have collected from you.


  • To exercise the rights described above free from discrimination as provided in the CCPA.

How to exercise your rights

You may submit a request to exercise your information, access or deletion rights by sending us an email.
We will need to verify your identity to process your information, access and deletion requests and we reserve the right to confirm your California residency. Government identification may be required. If you wish to designate an authorized agent to make a request on your behalf, we will need to verify both your and your agent’s identities and your agent must provide a valid power of attorney or other proof of authority acceptable to us in our reasonable discretion. We cannot process your request if you do not provide us with sufficient detail to allow us to understand and respond to it. In certain cases, we may be required or permitted by law to deny your request.

Collection, use and disclosure of Personal Information

The categories of Personal Information that we collect and the sources from which we collect them are described above in the section entitled What we collect.  These categories include identifiers, commercial information, financial data, internet activity information and professional or employment-related information as described in Section 1798.140(o) of the CCPA. The business/commercial purposes for which we use these categories of Personal Information are described in the section above entitled Use of personal information.
The categories of third parties to which we these categories of Personal Information are described in the section above entitled Sharing of personal information. The foregoing describes our practices as of, and during the twelve month period preceding, the effective date of the Privacy Policy.

Contact information

We welcome your comments or questions about this Privacy Policy. You may also contact us at our address:
Canopy, 1 Ferry Building, Suite 201, San Francisco, CA 94111-4289

Changes to this Privacy Policy

We may change this privacy policy. If we make any substantive changes related to how we collect or use data, we will change the effective date above. Other changes including grammar or spelling corrections will automatically update the timestamp at the bottom of this document.