1. Introduction
Treasury Suite, LLC (“Treasury Suite” or “we”) respects your privacy and is committed to protecting it. Please read this Privacy Policy carefully to understand how Treasury Suite collects and uses your personal information and data. This Privacy Policy applies to all Personal Information that we receive from various sources, as outlined below. By using or accessing Treasury Suite’s website(s) in any way, or by engaging in transactions with Treasury Suite through any other means, you signify that you have read and understand this Privacy Policy and you consent to our collection, use and disclosure of your information in the manner described herein. If you do not agree with this Privacy Policy, please do not use this website or transact business with Treasury Suite. This Privacy Policy applies to all websites and locations where it is presented, including but not limited to in the footers of our websites.
For purposes of this Privacy Policy, “Personal Information” may include any information that can be used to identify or locate you, such as your name, address, IP address, mailing address, contact information, email address or phone number and other information you may produce to us. Both federal and state law in the United States define Personal Information or Personal Data, as do the laws of Canada, the European Union, and other countries and jurisdictions. This Privacy Policy is intended to include the most expansive definition. However, please recognize that your rights related to Personal Information, and how Personal Information is defined, differ somewhat from state to state and country to country. For example, a California resident likely has different rights than a Utah resident, and each of them likely has different rights than a resident of Canada.
2. Changes to Privacy Policy
We review this Privacy Policy regularly and may update it from time to time. We will post any changes on this page and may also provide notice of material changes to our Privacy Policy on our website home page or through our online SaaS (software as a service) subscription service. If you object to any changes to this Privacy Policy, you may close your account and discontinue use of our website and services. Each time you use any service of Treasury Suite, you agree that the current version of this Privacy Policy applies.
3. Personal Information That We Collect
In connection with our business, we collect and process the following categories of Personal Information of individuals:
- Contact information, such as your name, mailing address, physical address, telephone, and email address
- Employer information
- Banking and financial account information for clients who subscribe to our Treasury Suite treasury management system, including bank account and financial account numbers and information, account balances, account transaction data, and names of bank account signers
- Subscription and purchasing information, including purchasing history, order numbers, identification of products and services purchased, and other information regarding your use of our subscription service and other services
- Internet use information
- Account Credentials, including your username, password, and information used for authentication and account access.
- Communications Content, such as any messages you send to us such as feedback and questions to customer support, information you publicly post on our websites or other websites (such as product reviews or blog comments), e-mail messages, and recordings of telephone calls with customer service or other Treasury Suite representatives, and interactions with us on our social media channels.
4. How We Collect Your Personal Information
- When you or your employer or organization register an account with us, when you visit our website, when you use our software, services or products, participate in a feature of our website that requests or requires your Personal Information, and when you otherwise transact business with or communicate with Treasury Suite.
- Automatically when you visit our websites, information about your electronic device is automatically collected, including your IP address, browser type, domain name, access times, geographic location, referring website address and other technical information.
- From third-party companies to provide you with our website, products and services. From time to time, we may collect information about you from those third-parties, including for fraud protection purposes, credit checks, address verification, account authentication and verification, and other related business and commercial purposes.
- From clients who license our software/subscription service and have employees who are granted administration rights to create user accounts for other employees and designated persons. These clients act as data controllers (“Controllers”) in the use of the software and the collection and processing of Personal Information to be able to effectively operate the software. In such cases, our role in processing the Personal Information provided by our clients is as a “Processor,” since we are processing data on behalf of the Controller (who is the client).
- From marketing data from third parties, such as marketing affiliates, sales lead generators, and web analytic services, that we use to reach out to inform potential clients and others of the services offered by our organization.
5. Cookies and Tracking Technologies
Treasury Suite uses tracking technologies such as cookies to collect information from your web browser through our servers or filtering systems when you visit our website(s).
A cookie is a small file containing a string of characters that is sent to your computer or device when you visit a website or use an online service. The cookie then communicates with servers, ours (e.g., first-party cookies) or those of another third-party (e.g., third-party cookies) that we have authorized to place on our websites. When you visit our websites again, the cookie allows us to recognize your browser or device. Cookies may store unique identifiers, user preferences, and other information.
We may use “session cookies” or “persistent cookies.” Session cookies are temporary and expire once you close your browser or once your session ends. Persistent cookies remain on your device for much longer or until you or your browser erase them. Persistent cookies have varying durations that are dependent on their expiration date. For more information about what cookies are being set, and their duration, you may visit our Cookie Manager Tool.
Types of cookies we use include: Necessary Cookies, Preferences Cookies, and Statistics Cookies. To find out more about cookies, including how to manage and delete cookies through browser settings, visit www.allaboutcookies.org. Some web browsers provide settings that allow a user to reject cookies or to alert a user when a cookie is placed on the user’s computer, tablet or mobile device. Most mobile devices also offer settings to reject mobile device identifiers. Although users are not required to accept cookies or mobile device identifiers, certain aspects of the websites may not be available to you if you decline cookies.
6. How We Use Your Personal Information
- To provide, operate, and improve our services
- To process transactions and manage subscriptions
- To communicate with you about your account or our services
- To comply with legal and regulatory requirements
- For fraud prevention, security, and authentication
- For marketing and business development (with opt-out options)
- To respond to your requests and provide customer support
7. How We Share Your Personal Information
- With service providers and partners who help us operate our business
- With third parties in connection with business transfers (mergers, acquisitions, etc.)
- To comply with legal process, law enforcement, or regulatory requirements
- To protect our rights, property, or safety, or that of others
- With your explicit consent
- As aggregated or de-identified data for analytics and business purposes
8. Storage and Protection of Personal Information
Security Measures
- Data stored in secure physical and cloud facilities (AWS in the US)
- Access limited on a “need-to-know” basis
- Appropriate physical, organizational, and technological safeguards
- Regular reviews and updates to security practices
No system or website can guarantee the complete security of your information, but we take commercially reasonable steps to ensure your information is protected in accordance with all applicable laws and regulations, as appropriate to the sensitivity of your information. However, no electronic data transmission can be guaranteed to be secure from access by unintended recipients and Treasury Suite will not be responsible for any breach of security unless this breach is due to its negligence. In transacting business with us through our website, you assume the risk inherent in transacting business online.
9. Retention of Personal Information
We keep your information for as long as necessary in accordance with the purposes for which it was collected, our business needs, and our legal and regulatory obligations. If we dispose of your information, we will do so in a way that is commercially reasonable taking into account the sensitivity of the information.
Treasury Suite reserves the right to retain usage data relating to our products and services, as well as data that has been anonymized and/or aggregated, to the extent permitted by applicable laws. With respect to any Personal Information collected by us for marketing or for our own internal purposes, we will retain that data for a reasonable time in order to fulfill those purposes.
10. Your Rights Relating to Your Personal Information
If you wish to opt out from any of the uses of Personal Information that are specified in this Privacy Policy, except in the case of legal proceedings or where your data is required for tax and transactional purposes, please contact us as described in the “Contact Information” section below. Please note that your subsequent disclosure of Personal Information to us may override prior opt-out requests. Treasury Suite does not discriminate against those who opt out. However, opting out may prevent us from conveniently and efficiently providing further product support services and information to you.
- Right to opt out of the sale of personal information (for California residents)
- Right to request information about types of personal information shared with third parties for direct marketing purposes (California “Shine the Light” law)
- Right to access, correct, or delete your personal information, subject to legal and contractual obligations
- Right to restrict or object to certain processing activities
- Right to data portability and export capabilities (where applicable)
To exercise your rights, please contact us as described below. We will comply with all applicable privacy laws.
11. Privacy Policies of Other Websites
Our websites, from time to time, may contain links to third-party websites and services. Please note that these links are provided for your convenience and information, and may operate independently from us and have their own privacy policies and/or notices. You are strongly encouraged to review such policies or notices. We do not endorse or make any representations or warranties concerning, and will not in any way be liable for, any informational content, products, services, software, or other materials available on other websites, even if one or more pages of the other websites are framed within, or linked to, a page of our websites.
12. Contact Information
If you have any questions about this Privacy Policy or your Personal Information that we hold, would like to cease receiving marketing materials from us, have any complaints, or would like to exercise any of your other rights related to your Personal Information, please contact us:
Treasury Suite, LLC
Email: info@treasurysuite.com
Address: 299 S Main, 13th Floor, Salt Lake City, UT 84111