Access to legal, compliance and privacy information


Cloud Software Group patents

Cloud Software Group products and services are protected by one or more corresponding U.S. patents, and in many cases, patents in other jurisdictions across the globe. A listing of U.S. patents protecting corresponding Cloud Software Group products and services is provided.

Read about the patents

Tax forms

Download the tax forms needed to do business with Cloud Software Group.

CSG Federal W-9


Picard Holdco W-9

Citrix W-9

ShareFile W-9


Privacy policy

The Privacy Policy applies to the personal information we obtain through Cloud Software Group properties, including websites, products, services, desktop and mobile apps, and other tools offered by Cloud Software Group that reference this Privacy Policy. 

Read the privacy policy

Equal opportunity policies

Cloud Software Group, Inc. is firmly committed to equal opportunity and to compliance with all federal, state and local laws. Important policies are available here for review.

Equal Opportunity Policy

Ontario Accessible Customer Service Policy

Ontario Accessibility Policy and Multi-Year Accessibility Plan

Modern Slavery Statement

This Modern Slavery Statement describes the steps Cloud Software Group has taken during the relevant financial year to deal with modern slavery risks in its supply chains and its own business.

Modern Slavery Statement

Child Labor Statement

This statement describes Cloud Software Group’s group-wide child labor policies and compliance procedures since we have common policies and compliance procedures and the same child labor risks across our business.

Child Labor Statement

Terms and conditions

Terms of use

Review these terms and conditions concerning your use of this Website. By accessing, using or downloading any materials from the Website, you agree to follow and be bound by these terms.

Read the terms of use

Developer terms of use

These terms apply to your usage of Cloud Software Group products and documentation related to our customer and technology partner developer programs and product component download portal(s).

Read the developer terms of use

Event terms and conditions

These terms govern your registration for and attendance at any events hosted by Cloud Software Group.

Read the event terms and conditions

Community terms of use

These terms govern your use of Cloud Software Group Forums. You agree to be bound by these Community Terms of Use in accessing, using or downloading any materials from Cloud Software Group Forums.

Read the community terms of use


Trademark guidelines

These guidelines are to help you determine the prohibited and permissible uses of Cloud Software Group’s trademarks, and identify the correct form for Cloud Software Group’s trademarks

Cloud Software Group Trademark Guidelines

Third Party Trademark Notices

Cloud Software Group law enforcement guidelines

These guidelines are intended for law enforcement authorities seeking information or data from Cloud Software Group.

Cloud Software Group Law Enforcement Guidelines

Law Enforcement Requests Report January 1 – July 1, 2023

Cloud Software Group Law Enforcement Requests Report July 2 – December 31, 2023


Corporate governance

Cloud Software Group is committed to upholding strong principles of business ethics and corporate governance. 

Read and download the corporate governance


European Digital Services Act (DSA)

The DSA outlines a series of content moderation regulations for online intermediaries and platforms operating in the EU.

Read the European Digital Services Act