The TAD Software, LLC. Commitment to Privacy

TAD Software is sensitive to your concerns about how we use the personal information we collect from you through TAD Software’s website (the “Site”) and other plug-ins exchanging information with TAD Software (“Applications”). (The Site and Applications are sometimes collectively referred to as “Online Services” for simplicity.) TAD Software takes your privacy seriously, and has implemented this privacy policy (the “Privacy Policy”) and internal policies and practices to keep your personal and financial information secure. The Privacy Policy covers TAD Software’s treatment of the Personally Identifiable Information we collect when you use the Online Services. This Privacy Policy is incorporated into our Terms of Use and Terms of Service, and therefore governs your use of the Online Services. By using TAD Software Online Services, you accept the terms of this Privacy Policy. If you have questions or concerns about the Privacy Policy, please contact Customer Care at (602) 883-8550.

What Information Do We Collect About Our Customers?

Traffic Data. TAD Software uses a number of internal and third-party methods to recognize visitor data like IP addresses and browser settings (collectively “Visitor Data”). The TAD Software internal servers and software automatically recognize Visitor Data. No Personally Identifiable Information is revealed in this process. The Site may use Visitor Data to compile traffic data about the types of visitors who use the Site at specific intervals (collectively “Traffic Data”).

TAD Software may use the standard cookie feature of major browser applications and third-party providers, or employ internally developed cookies and tracking codes, that allow TAD Software to store a small piece of data on a visitor’s computer, or any other device a visitor uses to access Online Services, about his or her visit to the Site or use of Applications. TAD Software does not capture Personally Identifiable Information in cookies or use cookies to mine Personally Identifiable Information.

We may use Traffic Data to analyze Site traffic, but this information is not examined for Personally Identifiable Information. We may also use Traffic Data to diagnose problems with our server, administer our Site, or display content according to your preferences. Visitor Data and Traffic Data may also be shared with business partners, affiliates, or advertisers on an aggregated and anonymous basis.

Personal Information. TAD Software requires each customer to provide us with personal information (collectively “Personally Identifiable Information”) to access and use TAD Software products and services. Personally Identifiable Information is captured only when a visitor accesses Online Services, or speaks on the phone with a TAD Software employee, and willingly discloses that information. This disclosure may occur when a visitor registers with an Online Service, engages in transactions, contacts customer service, or participates in contests, promotions, surveys, forums, content submissions, chats, bulletin boards, discussion groups, requests for suggestions, or other aspects of services offered by TAD Software.

Personally Identifiable Information includes: (i) “Contact Data” (such as your name, address, city, state, zip code, phone number, and email address); (ii) “Financial Data” (such as your credit card number, expiration date, and verification code); (iii) “Demographic Data” (such as your zip code and sex); and (iv) other “Legal Data” (such as your social security number, company documents, anything used to create and manage your account with TAD Software).

Calls/Electronic Communications. In the regular course of our business, TAD Software may monitor and record phone conversations or email communications between you and TAD Software employees for training and quality assurance purposes. We may receive a confirmation when you open or click on content in an email from us, which helps us make our communications to you more useful and interesting. If you do not wish to receive email from TAD Software, you may unsubscribe from our mailing list on any of the emails we send.

How Do We Use the Information We Collect and Do We Share the Information We Receive?

We use information we collect from the Online Services to communicate with you, process your orders, facilitate your transactions with our third-party marketing partners, and inform you of offers and discounts. For example, you may receive a welcome email that confirms your username and password, and later receive communications responding to your inquiries, providing services you request, and managing your account. We occasionally send service-related announcements, for example, to alert you if we need to temporarily suspend the Site for maintenance. We may send promotional emails from time to time. Generally, you may not opt-out of service-related communications, which are not promotional. If you do not wish to receive service-related communications, you may terminate your account by telephone or email. However, you can opt-out of promotional communications by following the unsubscribe instructions in any communication or by emailing us at [email protected].

We share customer information with third parties only as follows:

Use of Personal Information. TAD Software, sometimes with the assistance of a third party or TAD Software subsidiary, may use your Personally Identifiable Information to process your payment through merchant account services, to generate the products and services you order, and to analyze our customer demographics. Your Contact Data may be used to follow up with you on transactions you initiate through Online Services, respond to inquiries made through Online Services, inform you of changes to Online Services, and send you additional information about TAD Software and its products and services. Unless specifically authorized by you, we do not provide Personally Identifiable Information to third parties for marketing purposes. We may provide information to a third party in response to a subpoena or to otherwise comply with the law.

Contact Data and Traffic Data are used to gather general statistics about our customers and visitors. We may use Demographic Data to generate collective information about our users, but not in a way that identifies any user specifically. For example, we may inform third parties about the number of registered users and unique visitors, and the pages most frequently browsed.

Service Providers. We may share information with companies that provide support services to us (such as a printer or email service provider) or that help us market our products and services. These companies may need information about you in order to perform their functions. These companies are not authorized to use the information we share with them for any other purpose.

Opting Out. You may choose not to provide TAD Software with Personally Identifiable Information or you may turn off cookies in your browser by changing its settings. If you make these decisions, you may continue to use the Online Services and browse its pages. However, TAD Software cannot process orders without Personally Identifiable Information.

If you do not wish to receive promotional materials from TAD Software, you may ‘opt-out’ when you create your account or unsubscribe from our mailing list on any materials we send. Generally, you may not opt-out of service-related communications, which are not promotional. If you do not wish to receive service-related communications, you may terminate your account by telephone or email.

If you would like to learn more or opt out of receiving online display advertising tailored to your interests, please visit the Networking Advertising Initiative at www.networkadvertising.org/managing/opt_out.asp or the Digital Advertising Alliance at http://aboutads.info/choices. If you delete your cookies, use a different browser, or buy a new computer, you will need to renew your online display advertising opt-out choice.

Website Areas Beyond TAD Software’s Control. The Site may include interactive forums, such as message boards and chat rooms. Any Personally Identifiable Information disclosed in these areas is public and becomes public information. You should use caution when deciding whether to disclose your personal information in these forums.

Other Transfers. We may share Personally Identifiable Information and other data with businesses controlling, controlled by, or under common control with TAD Software. If TAD Software is merged, acquired, or sold, or if some or all of our assets or equity are transferred, we may disclose or transfer Personally Identifiable Information and other data in connection with the associated transactions.

Bankruptcy. In the event of a TAD Software bankruptcy, insolvency, reorganization, receivership, or assignment for the benefit of creditors, or the application of laws or equitable principles affecting creditors’ rights generally, we may not be able to control how your personal information is treated, transferred, or used. If such an event occurs, your Personally Identifiable Information may be treated like any other TAD Software asset and sold, transferred, or shared with third parties, or used in ways not contemplated or permitted under this Privacy Policy, without notice to you or your consent.

Links

Third-Party Websites and Third-Party Service Providers. TAD Software may maintain links to other websites and other websites may maintain links to the Online Services. This Privacy Policy applies only to TADsoftware.com and TADsoftware.com but NOT to other websites accessible from TAD Software or that you use to access TAD Software, each of which may have privacy policies materially different from this Privacy Policy. If you visit other websites, TAD Software is not responsible for the privacy practices or content of those sites. It is your responsibility to review the privacy policies of non-TAD Software websites to confirm that you understand and agree with them.

We may work with third-party service providers that we do not own or control. Unless authorized by you, we do not provide your Personally Identifiable Information to any third-party service providers, except as explained in this Privacy Policy.

Accessing and Changing Your Account

User Access to Order Information. TAD Software will give you, or anyone listed as a contact for your account, information about your order. This may include information about the nature and status of your order, information you provided to process your order, payment information, and contact information. If you want someone to have access to your order, you must list them as a contact or they may not obtain information. You can confirm who is listed as a contact for your account, add new contacts, or remove contacts by clicking first on “My Account”, and then on “Contact Details”. For some products, we may provide information about your order to other individuals named in the order, such as executors named in a last will. For product-specific information about who may request information about your order, please contact Customer Care at [email protected] or (602) 883-8550. For some products, you may decide to share information about your order with a Legal Plan attorney. We will only share your information or documents with a Legal Plan attorney or with attorneys who service our attorney-assisted products with your authorization. We also may provide information to a third party in response to a subpoena or to otherwise comply with the law.

User Access to and Ability to Update Personally Identifiable Information. You may visit your personal account profile at any time by clicking on the “My Account” link, which will take you to the following URL: app.tadsoftware.com. Through My Account, you may: (i) review and update your Contact Data; (ii) complete pending orders; and (iii) begin new orders. If you want to remove your Personally Identifiable Information from our Site, you may contact us at [email protected]. TAD Software may maintain some or all of this data in its archives even after it has been removed from the Site.

How Secure Is the Personal Information We Collect?

Our Commitment to Data Security. We strive to make certain that our servers and connections incorporate the latest encryption and security devices. We have implemented physical, electronic, and managerial procedures to safeguard and secure the information we collect. Credit card and personal information are transmitted by secure servers. Documents are delivered to you via UPS or similar overnight delivery services, the United States Postal Service, or email. Unfortunately, no data transmission is guaranteed to be 100% secure and we therefore cannot guarantee the security of information you transmit to or from the Site, Applications, or using our services, and you provide this information at your own risk. ACCORDINGLY, WE DISCLAIM LIABILITY FOR THE THEFT, LOSS, OR INTERCEPTION OF, OR UNAUTHORIZED ACCESS OR DAMAGE TO, YOUR DATA OR COMMUNICATIONS BY USING THE SITE, APPLICATIONS, AND OUR SERVICES YOU ACKNOWLEDGE THAT YOU UNDERSTAND AND ASSUME THESE RISKS.

IF YOU BELIEVE YOUR PRIVACY HAS BEEN BREACHED THROUGH USE OF OUR WEBSITE, APPLICATIONS, OR OTHER SERVICES PLEASE CONTACT US IMMEDIATELY AT (602) 883-8550.