Privacy Policy | Treasury Suite

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.

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.

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.

HOW WE COLLECT YOUR PERSONAL INFORMATION:

General. We collect 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.

Information Collected 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. For more information about how we collect this information through the use of cookies and related technologies, see Cookies & Related Technologies below.

Information Collected from Third Parties. We use a variety of 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.

Data received from Software/Subscription Service Users. Our clients who license our software/subscription service 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). As a Processor, we are obligated to process this Personal Information as part of our license agreement entered with the client. The Personal Information collected in this scenario generally includes the name, physical address and phone number of each assigned user, but may also include information related to employment, such as job title and role, scheduling information assigned to an individual and maintenance tasks performed by an individual. Processing of this Personal Information is performed on behalf of the client and for the purpose of providing the services requested by the client.

Data Obtained for Sales Purposes. We obtain 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. The Personal Information collected generally includes the email address of a potential client or other and may also include their name and phone number. We also use the contact information provided to us by our clients to communicate information about our products and services, which may include marketing our products and services.

Cookies and Other 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).

What Are Cookies? 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.

How Long Do Cookies Last? 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.

What Types Of Cookies Do We Use?

Necessary Cookies. These cookies are necessary for you to browse the websites and use their features, such as accessing secure areas of the websites. Without these cookies, certain aspects of the websites may not be available to you.

Preferences Cookies. These cookies collect information about how you have used the websites in the past and allow the websites to remember the choices you have made. These cookies allow us to improve how the websites work for you and tailor the websites to your preferences.

Statistics Cookies. These cookies collect information about how you use the websites, such as which pages you most often visit on the websites, the time you spend on the websites, which links you click on, and any issues encountered. These cookies help us understand how visitors interact with the websites. All information collected is aggregated and do not identify you.

To find out more about cookies, including how to manage and delete cookies through browser settings, visit w ww.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, blocking or rejecting them may prevent access to some features available through the websites. In addition to adjusting your browser and device settings, as outlined above, you may also control how cookies and related technologies are set and used on your device by visiting the following sites:

Beacons and Tags. Our websites, and some of our e-mail communications, may from time to time contain small electronic files known as beacons (also known as web beacons, clear GIFs, pixel tags, single-pixel GIFS) that permit us, for example, to count users who have visited those pages or opened an email communication, and for other related statistical analysis. Beacons in email marketing campaigns allow us to track your responses and your interests in our content, offerings, and websites. You may use the tools in your device to disable these technologies as well.

Do Not Track. Our websites may, from time to time, collect information about your online activities. Third parties may also collect information about your online activities, over time and across different internet websites, online or cloud computing services, online applications, or mobile applications. Some browsers support a “Do Not Track” feature, which is intended to be a signal to websites that you do not wish to be tracked across different websites you visit. Our websites do not currently change the way they operate based upon detection of a “Do Not Track” or similar signal.

HOW WE USE YOUR PERSONAL INFORMATION:

We may use and process Personal Information for any purpose that is permitted under applicable data protection laws in accordance with this Privacy Policy. “Processing” of Personal Information includes collecting, recording, organizing, structuring, storing, altering or modifying, retrieving, transmitting, disclosing or otherwise making available to third parties, deleting, and otherwise using or dealing with your Personal Information. We may process your Personal Information with or without automatic means.

These purposes include:

Our business purposes, including addressing customer service issues and warranty claims; processing sales leads, quotes, invoices and payments; collecting debts; planning and conducting marketing activities, tradeshows, trials, consultations, seminars, webinars, and demonstrations; responding to inquiries; conducting web analytics, security monitoring, and business operations and administration; and addressing tax and other regulatory requirements.

Purposes related to our software and services, including SaaS or cloud-based software. These purposes include licensing and operation of the software, remote management, education and information services, training, webinars, communication, customer service, system monitoring and data security. We use Personal Information to enable use of software features and related services, including through use of third-party service providers. We also use Personal Information to communicate with our users to inform them of software updates and enhancements, educational information, available software features and modules, and other information that may helpful or informative for our users.

Marketing. Treasury Suite sends users marketing communications to inform them of new products, services, promotions, or other special events or offers that might be of interest to them, which may include information about products and services of companies that we partner with (“Special Offers”). When you register for one of our products or services, you consent to receiving communications about Special Offers. In connection with Special Offers, we may ask for contact information or other Personal Information. If you would like to stop receiving information about Special Offers from Treasury Suite, please see the “YOUR RIGHTS RELATING TO YOUR PERSONAL INFORMATION” section of this Privacy Policy below.

For the Protection of Treasury Suite and Others. If Treasury Suite, in good faith, determines that you have used the service to menace, threaten, harass, intimidate or otherwise deceptively pose as another person, or in any other way in violation of law. Simply, if you attempt to use the website or purchase or use a product for any unlawful means, you have no expectation of privacy and we may use and disclose any and all information for the protection of Treasury Suite and others.

Pursuant to Law, Rule or Regulation. If required or permitted to do so by law or if, in good faith, Treasury Suite believes that such action is necessary to: (1) comply with laws and regulations or with legal processes; (2) protect and defend Treasury Suite’s rights and property or prevent fraud; (3) protect Treasury Suite against abuse, misuse or unauthorized use of Treasury Suite’s products or services; (4) protect the personal safety or property of our personnel, users of our website or the public; and/or (5) comply with tax reporting requirements, then Treasury Suite may use and disclose any and all information as needed. The servers that serve our website automatically identify a computer by its IP address.

Aggregated and de-identified data. We may anonymize data to create statistical data or system usage data, by removing all personal identifiers and/or aggregating your data with other’s data so that it is not identifiable as to any particular person. Such de-identified data may be retained and used by Treasury Suite to improve its products and services, create statistical data and system usage data, and for other proper purposes, provided that such retention and use is permitted by applicable laws.

Legal basis. We base our processing of Personal Information on the need to perform our contractual obligations under our license agreements and our legitimate activities as a provider of software and related services. We also process Personal Information to comply with applicable law and to exercise our legal rights. We may also use your Personal Information for internal purposes, including auditing, data analysis, system troubleshooting, and research. In these cases, we base our processing on legitimate interests in performing the activities of the organization.

HOW WE SHARE OR DISCLOSE YOUR PERSONAL INFORMATION:

No sale of Personal Information. We do not sell or rent Personal Information to third parties.

Disclosures of Personal Information. Depending on the circumstances, we may share your information in the following circumstances:

With Your Consent. We may disclose, share, or make available your information with your consent, which may be obtained in writing, online, through “click-through” agreements, when you accept our terms for our websites, orally (including over the telephone), or by other means such as communications through our various social media channels.

With Service Providers & Business Partners. We may disclose, share, or make available your information with our third-party service providers, business partners, and other third parties, such as credit / debit card processing partners, partners that facilitate billing, shipping, and customer service, third-party auditors and law firms, marketing and advertising networks (including those that provide ad measurement services), internet service providers, data analytics providers, companies that help debug and identify and repair errors that may impair the functionality of our websites, and third parties that help protect against malicious, deceptive, fraudulent, or illegal activity.

In A Business Transfer. We may disclose, share, or make available your information as part of a business transaction, such as a merger or acquisition, joint venture, corporate reorganization, financing, or sale of company assets, or in the unlikely event of insolvency, bankruptcy, or receivership, in which such information could be transferred to third parties as a business asset in the transaction.

For Legal Process & Protection. We may disclose, share, or make available your information to satisfy any law, regulation, legal process, governmental request, or where we have a good faith belief that access, use, preservation or disclosure of such information is reasonably necessary to: (1) enforce or apply agreements, or initiate, render, or bill for use of the websites; (2) protect our rights or interests, property or safety or that of others; (3) in connection with claims, disputes, or litigation – in court or elsewhere; (4) protect users of our websites and other carriers, providers, or partners from fraudulent, abusive, unlawful, or otherwise improper use of our websites; (5) facilitate or verify the appropriate calculation of taxes, fees, or other obligations due to a local, state, or federal government.

Aggregated and De-identified Data. We reserve the right to disclose aggregated user statistics as well as non-personally identifiable information (such as anonymous usage data), in order to describe our services to prospective partners, licensees, advertisers, and other third parties.

STORAGE AND PROTECTION OF PERSONAL INFORMATION:

Although no system or website can guarantee the complete security of your information, 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. Although we are committed to employing reasonable technology in order to protect the security of our website, even with the best technology, no website is 100% secure. In transacting business with us through our website, you assume the risk inherent in transacting business online.

We may store Personal Information that we have collected (through the means described above) on our premises and in our information system at our facilities, in third party data centers, in the systems of third party service providers, and in cloud storage solutions. Treasury Suite is located in the United States. Currently hosting services are provided by Amazon Web Services (AWS), and the servers that host Personal Information are located in the United States. If Treasury Suite transfers Personal Information from one country to another, we will ensure that the information is transferred in accordance with this Privacy Policy and with applicable data protection laws.

Treasury Suite stores all information in state of the art physical storage facilities and cloud storage. In doing so, Treasury Suite uses appropriate physical, organizational and technological measures to protect the Personal Information you provide to us against loss or theft, and unauthorized access, disclosure, copying, use, or modification. This includes limiting access on a “need-to-know” basis. Where third parties (such as AWS) are used to host our products, we use third parties who meet required privacy and security standards.

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.

YOUR RIGHTS RELATING TO YOUR PERSONAL INFORMATION:

General. 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.

Unsubscribing to Marketing Communications: In particular, if we are sending you email communications of a marketing nature, an ‘unsubscribe’ option is provided in the footer of every email. You may also contact us directly to unsubscribe to marketing emails or other marketing communications, at the contact information set forth in the “CONTACT INFORMATION” section below. If you have agreed to receive marketing communications, you may always opt out at a later date.

Your California privacy rights. This section applies to California residents only.

Right to Opt Out of the Sale of Personal Information. If you are a resident of California, you have a right to opt out of the sale of your Personal Information. Although we do not sell your personal information in the traditional sense, we do share some of your information with third-party advertising partners, which may constitute a sale under California law. To exercise this opt-out right, you may send an e-mail to as specified in the Contact Information section below.

Shine the Light law. Pursuant to Section 1798.83 of the California Civil Code, residents of California have the right to request from a business, with whom the California resident has an established business relationship, certain information with respect to the types of Personal Information the business shares with third parties for direct marketing purposes by such third party and the identities of the third parties with whom the business has shared such information during the immediately preceding calendar year. Treasury Suite does not presently share any information with third parties for direct marketing purposes. However, to submit such a request, you can contact us as set forth below.

Privacy law compliance. If you live in a state, country or jurisdiction with privacy laws or regulations that apply to our processing of your Personal Information, we will comply with those laws and regulations. Please contact us with any questions and any requests in exercise of your rights relating to your Personal Information or data. If your request relates to removal of your Personal Information from our systems and records, please note that we may be unable to remove Personal Information to the extent that it is permitted or required to be retained by applicable law or document retention and data backup policies, or if removal is not practicable due to technological reasons. Please note that removal of your Personal Information may prevent or hinder us from providing further services and information to you.

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.

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
299 S Main, 13^th Floor
Salt Lake City, UT 84111
E-mail: info@treasurysuite.com

PRIVACY POLICY CHANGES:

As we continue to improve the services, products, and features we provide, our privacy policy is subject to change. Our privacy policy is subject to change without direct notice to you. We may change our privacy policy at any time by posting a new version of it on our websites. Therefore, you should review our privacy policy each time you visit any of our websites. The dates provided below will inform you as to when the most recent material updates to our privacy policy occurred and the date on which our updated privacy policy became effective.

Date of Last Update: May 1, 2024

Date Updated Policy Became Effective: May 1, 2024