Statement of Privacy

Moneytree Software is committed to protecting privacy and developing technology that gives you the most powerful and safe online experience.

This Statement of Privacy describes what, how, and why Moneytree Software collects, uses, discloses, retains, and protects any information that is collected. This Policy may be updated at the discretion of Moneytree Software. By using the Moneytree Software Website, or registering for the Services, you acknowledge and consent to the data practices described in this statement.

Please also refer to Moneytree Software’s End User License Agreement, found at

Please also refer to Moneytree Software’s Terms & Conditions, found at


Moneytree Software collects personally identifiable information (PII), such as your e-mail address, name, home or work address and telephone number. Moneytree Software also collects anonymous demographic information, which is not unique to you, such as your ZIP code, age, gender, preferences, interests, and favorites.

Information about your computer hardware and software is automatically collected by Moneytree Software. This information can include: your IP address, browser type, domain names, access times and referring Website addresses. This information is used by Moneytree Software for the operation of the Services, to maintain quality of the Services, and to provide general statistics regarding use of the Moneytree Software Website.

Keep in mind that if you directly disclose personally identifiable information or personally sensitive data through Moneytree Software public message boards, this information may be collected and used by others. Moneytree Software does not read any of your private online communications.

Moneytree Software encourages you to review the privacy statements of websites you choose to link to the Services from Moneytree Software so that you can understand how those websites collect, use, and share your information. Moneytree Software is not responsible for the privacy statements or other content on websites outside of the Moneytree Software and Moneytree Software Website.


Moneytree Software secures your personal information from unauthorized access, use or disclosure. Moneytree Software secures the PII you provide on computer servers in a controlled, secure environment, protected from unauthorized access, use or disclosure. All Moneytree resources, including data storage facilities and engineering are and will continue to be located exclusively within the United States. When personal information (such as a credit card number) is transmitted to our subscription processing service, Maxio, LLC, it is protected using encryption, such as the Secure Socket Layer (SSL) protocol.


Moneytree Software collects and uses your personal information to operate the Moneytree Software website and deliver the services you have requested. Moneytree Software also uses your PII to inform you of other products or services available from Moneytree Software and its affiliates. Moneytree Software may also contact you via surveys to conduct research about your opinion of current services or of potential new services that may be offered.

Moneytree Software keeps track of the Website and pages our customers visit within Moneytree Software, to determine what Moneytree Software Services are the most popular. This data is used to deliver customized content and advertising within Moneytree Software to customers whose behavior indicates that they are interested in a particular subject area.

Moneytree Software websites will disclose your personal information, without notice, only if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on Moneytree Software or the Site; (b) protect and defend the rights or property of Moneytree Software; and (c) act under exigent circumstances to protect the personal safety of users of Moneytree Software, or the public.


To fulfill the complete provision of the Services provided by Moneytree Software, Moneytree Software may need to provide your information to Third-Party Services. By requesting, accepting, or using Third-Party Services, you permit Moneytree Software to provide your information to the Third-Party Services. Moneytree Software reserves the right to transfer or store your information wherever Moneytree Software or it’s Third-Party Service providers operate. All such Third-Party Services are prohibited from using your personal information except to provide these services to Moneytree Software, and they are required to maintain the confidentiality of your information.

Moneytree Software does not sell, rent, or lease its customer lists to Third-Party Services. Moneytree Software may, from time to time, contact you on behalf of external business partners about a particular offering that may be of interest to you. In those cases, your unique PII is not transferred to the Third-Party Service. In addition, Moneytree Software may share data with trusted partners to help us perform statistical analysis, provide customer support, send you email or postal mail, or arrange for deliveries.


The Moneytree Software Website uses “cookies” to help you personalize your online experience, including storing and managing your preferences and settings, analyzing how you use the Site, and measuring the effectiveness of communications to you. A cookie is a text file that is placed on your hard disk by a web page server. Cookies help Moneytree Software improve security of the Website and Services Moneytree Software provides. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you and can only be read by a web server in the domain that issued the cookie to you.

You can accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of the Moneytree Software services or websites you visit.


Moneytree Software will occasionally update this Statement of Privacy to reflect company and customer feedback. Moneytree Software encourages you to periodically review this Statement to be informed of how Moneytree Software is protecting your information.


Moneytree Software welcomes your comments regarding this Statement of Privacy. If you believe that Moneytree Software has not adhered to this Statement, please contact Moneytree Software at We will use commercially reasonable efforts to promptly determine and remedy the problem.

Updated: October 5, 2023

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