The following definitions, billing methodologies, service descriptions and additional terms are applicable to the purchase and use of TrueFinancial’s various products and Services and shall be deemed incorporated into the Service Order Form or other Transaction Document between Customer and TrueFinancial. TrueFinancial is constantly working to improve its Services for the benefit of all its customers, and as a result we reserve the right to make changes to any or all Services so long as the changes do not negatively impact our customers. TrueFinancial may modify or terminate any Service if such modification or termination is generally applicable to all customers. In the event of such a modification or termination, Customer may terminate the applicable Service Order Form or other Transaction Document without termination charge if TrueFinancial fails to remedy a material decrease in the functionality of the affected Service within thirty days of written notice from such Customer. Capitalized terms used but not defined herein shall have the meanings set forth in the Terms & Conditions governing Customer’s purchase of TrueFinancial offerings.


COPPA: The Children’s Online Privacy and Protection Act.  The current version of COPPA can be found here:

TrueFinancial Service Data: Any and all models, reports, analyses, statistics, databases and other information created, compiled, analyzed, generated or derived by TrueFinancial in connection with delivery of the TrueFinancial Services, regardless of the media in which such TrueFinancial Service Data is embodied, now or in the future. TrueFinancial retains all right, title and interest worldwide in the TrueFinancial Services and TrueFinancial Service Data.  Such Data may be created, compiled, analyzed, generated or derived from (a) aggregated network utilization and performance data generated and collected via the operation of TrueFinancial’s Services and/or in connection with the delivery of TrueFinancial Services to Customer, (b) anonymous and non-personally identifiable user data collected by TrueFinancial from Customer’s Apps or Customized Website(s) solely with and to the extent of the written consent of Customer, and (c) TrueFinancial’s proprietary information, software, code, technology and other intellectual property.

TrueFinancial Technology:  TrueFinancial’s proprietary technology, including TrueFinancial Services, Website, Admin Portal, MLP, software tools, hardware designs, algorithms, software (in source and object forms), user interface designs, architecture, class libraries, objects and documentation (both printed and electronic), network designs, know-how, trade secrets and any related intellectual property rights throughout the world.

Customer Portal: Upon execution of the initial Transaction Document, but not prior to the Effective Date, Customer shall be provided access to the Customer Portal where a variety of administrative functionality is available.

Customer Content: Any data or information that Customer uploads or publishes to Customer’s Mobile App or Customized Website, regardless of whether such data is created or owned by Customer or a Third Party.

Customer Technology:  Customer’s proprietary technology, including Customer’s Internet operations design, content, software tools, hardware designs, algorithms, software (in source and object forms), user interface designs, architecture, class libraries, objects and documentation (both printed and electronic), know-how, trade secrets and any related intellectual property rights throughout the world.

Effective Date:  The date when the rights and obligations under the Agreement become operational. If the Effective Date is not specified in the Transaction Document, then the terms of the Agreement become operational upon execution.

End User:  A person who directly logs into, interacts with, and/or uses an application, website, program, or other software component.

Error:  A failure in software to materially conform to the specifications described in the TrueFinancial Services document or in the applicable product documentation.

Terms of Use Policy (or “TUP”):  The rules and regulations as delineated in the “Terms of Use” section of the Website, governing Customer’s and End User’s use of the Services or any component of the Services, including the Application, the MLP, and the Website.  The TUP governs activities, including, but not limited to, online conduct and confidentiality agreements.  The current TUP can be found at the following location:

Third Party: An entity or person other than TrueFinancial or Customer.

Website:  The TrueFinancial website, located at, including all of its functionality, data, and subcomponents.

Customized Website:  A website or set of web pages created by TrueFinancial for Customer.  Further details are located in the Web Development Services section below.


Alternative Funding Source: Customer may elect to use an Advertising Service Provider (“ASP”) to display advertisements within their App and/or Customized Website to generate funds to cover all or part of the fees due to TrueFinancial for the Services.  Use of an ASP for this purpose is hereinafter referred to as using an Alternative Funding Source (or “AFS”).  Customer agrees to the following terms:

  1. a) Customer will indicate their use of an AFS by selecting and marking the “Alternative Funding Source” billing option in the Transaction Document.
  2. b) Use of an AFS does not guarantee that sufficient revenues will be generated to cover all fees owed to TrueFinancial for the Services.
  3. c) TrueFinancial can, at any time after the first 12 months of this Agreement, remove the Application(s) from the various App Stores and delete all Customer-related content and Customer Data if funds sufficient to cover full payment for the Services have not been received by TrueFinancial.
  4. d) If TrueFinancial, in its sole discretion, does not remove or disable the Application due to insufficient payments arising from the AFS within a given year, TrueFinancial will still be owed the full payments for the Services for any and all subsequent year(s) of the Term.
  5. e) Customer will work directly with the ASP to determine the amount and content of any and all advertisements utilized.
  6. f) TrueFinancial is not liable, and has no responsibility, for any consequences arising as a result of placement or appearance of any advertisements in Customer’s App or Customized Website due to Customer’s use of an AFS.

Advertising Service Provider:  A Third Party that provides technology and services to Customer to enable advertisements to be displayed within Customer’s App or Customized Website.  Tap2Raise is an Advertising Service Provider.

Billing Effective Date:  The date on which TrueFinancial initially will bill Customer for that portion of the fees currently due for the Services ordered.  The Billing Effective Date is specified in the Transaction Document.

Early Termination Fee:  The fee that Customer shall owe to TrueFinancial should they terminate the Agreement prior to the completion of the Term. Customer shall not have the right to terminate the Agreement early. Hence, the Early Termination Fee is equivalent to the sum total of all of the pending payments from any Supplemental Professional Services included in the Agreement, any pending payments from the Term, any Support Incident fees, and any other fees as indicated in the Transaction Document.

Invoicing: One-time (Total Up Front) fees are billed in advance on the applicable Billing Effective Date. Recurring (Annual) fees are billed in advance, starting on the anniversary of the applicable Billing Effective Date. For the avoidance of doubt, the Term on the applicable Transaction Document begins on the Billing Effective Date.  Selecting multiple Services may result in Customers receiving multiple invoices. All components of the Services are accepted and billed on a per Service basis; billing will commence upon the Billing Effective Date of the Service for each component thereof.

Initial Term:  The minimum term for which TrueFinancial will provide the Service(s) to Customer. The Initial Term is specified in the Transaction Document.

Renewal Term:  Any term following the Initial Term.

Reinstatement of Service Fees:  The fee associated with re-creating, in whole or in part, the Application, the Customer Content, and any changes made through the Admin Portal for or upon request of Customer. This fee also covers charges for resubmission of the Application to an App Store after a prior termination of service with TrueFinancial. Additionally the scope of this fee may extend to charges incurred by TrueFinancial as they are associated with an App Store or any other application deployment methodology.

Service Commencement Date:   The date TrueFinancial begins providing the Service(s) to Customer, or the date of approval of the first Application by Customer, or the date that the first Application appears in an App Store, whichever occurs first.


Provides brief descriptions of what is included in certain TrueFinancial offerings.

Business App Services:  TrueFinancial will create a customized Mobile App for Customer on one or more Mobile Platforms and will provide Customer with access to and use of an Admin Portal to manage various aspects of the Mobile App.  TrueFinancial may also provide such other services and equipment requested by Customer (“Supplemental Professional Services”) where such services are not included within the scope of the Services as described in the Agreement or Transaction Document.

Mobile App (or “App”, or “Application”):  A software application, containing customized branding, Customer Content, and other content and App Features selected by Customer, that runs on one or more Mobile Platforms and can be downloaded from one or more App Stores and installed by End Users on compatible Mobile Devices.  For example, a Mobile App may be an iPhone application that displays a Customer’s logo and color scheme, that contains various communication features, is listed in the Apple Store and can be downloaded and installed on the iPhone of an End User.

App Feature:  A component, section, or page within a Mobile App that provides specific functionality.  Examples include Calendar of Events, Photo Gallery, Directory, Maps, and News Feeds.  A full list of available Features is included in the applicable Transaction Document.

Mobile Platform:  An environment where applications of a certain type can be run.  Examples include the iOS operating system running on iPhones or iPads, the Android operating system running on Android phones or tablets, and the Windows Phone operating system running on Windows phones or tablets.

Mobile Device:  A portable device capable of running a Mobile App on a supported Mobile Platform.  Examples include iPhone, iPad, Android phone, and Windows Phone.

App Store:  A marketplace containing apps that can be downloaded by End Users and installed on their compatible Mobile Device.  Examples include the Apple App Store, the Google Play store, and the Windows Store.

Admin Portal:  A website or subcomponent of a website that Customer can log into using a dedicated login account that enables Customer to modify, configure, or otherwise administer Customer’s Mobile App.  The Admin Portal is also known as and sometimes referred to as the TrueFinancial Management System.

App Administrator:  A person designated by Customer to have access to the Admin Portal and to administer Customer’s Mobile App.

SMS/Text Messaging:  A feature of the Mobile App that allows an App Administrator to send out one or more text messages to all End Users of the App.

Web Development Services: TrueFinancial will create a Customized Website for Customer.  The Website will contain a set of Standard Features, and TrueFinancial will work with Customer to design and implement the Standard Features.  Customer will grant TrueFinancial full admin access to the Website for the purposes of development, maintenance, and debugging.  TrueFinancial will provide a set of Standard Services as part of the Website.  TrueFinancial may also provide such other services and equipment requested by Customer (“Supplemental Professional Services”) where such services are not included within the scope of the Services as described in the Agreement or Transaction Document.

-       Customized Website (or “Website”):  A website, built for Customer by TrueFinancial, containing Customer’s branding and Content integrated with a set of Standard Features and Functionality.

-       Website Content (or “Content”):  Text, graphics, and other information that is, or could be, dynamic in nature.  Customer agrees to provide TrueFinancial with all Content to be included in the Website.

-       Website Functionality (or “Functionality”):  The programming and interactivity of the Website that enables the Website to provide Content to the end user.

-       Web Domain:  The DNS record registered to Customer that provides access to Customer’s website.  Typically, this is a DNS A or CNAME records that points to the Customer’s main WWW host.

-       Standard Features: Pages, components, or modules in the Website that provide basic or otherwise routine types of content and functionality expected by most end users.

  • Homepage: The page that appears when an end user browses to the Customer’s Web Domain. The home page is the starting, or root, page of the Website and contains links to various Content Pages. The design of the Homepage can be updated a certain number of times per year as specified in the Transaction Document.
    • Content Pages: Pages in the Website that contain various Content and Functionality. The Website can include up to a specific number of Content Pages, as specified in the Transaction Document. The design of the Content Pages can be updated a certain number of times per year as specified in the Transaction Document.
    • Dynamic Forms: Pages that can accept input from end users, such as email requests or feedback forms. The design of the Dynamic Forms can be updated a certain number of times per year as specified in the Transaction Document.
    • Plugins: Modules integrated with the Website that provide specialized functionality, such as RSS feeds, blogging, and social media integration. Standard set of plugins includes: RSS feed, Blogging, Forum, Photos, Videos, Facebook, Twitter, Akismet. Plugins not included in the Standard set will be considered Custom Plugins and will be provided at additional charge as specified in the Transaction Document.

-       Standard Services: Services that TrueFinancial will perform for Customer in conjunction with maintaining and supporting the website.

  • Production Deployments: TrueFinancial will deploy updates to the live hosting environment up to a certain number of times per year as specified in the Transaction Document.
    • Quality Checks: TrueFinancial will do a round of testing and quality assurance on the Website up to a certain number of times per year as specified in the Transaction Document.
    • Major Content Updates: TrueFinancial will help Customer make widespread, substantial, or complex changes to Website Content or Functionality up to a certain number of times per year as specified in the Transaction Document. Major Content Updates do not include changes to page designs.
    • Emergency Updates: TrueFinancial will make “emergency” updates to Website Content or Functionality, upon Customer request, up to a certain number of times per year as specified in the Transaction Document. If an Emergency Update is also substantial or complex in nature, it will be treated as both an Emergency Update and a Major Content Update.
    • Backups: TrueFinancial will perform a full backup of all Website Content (including dynamic content stored in a linked database) up to a certain number of times per year as specified in the Transaction Document.
    • Hosting: TrueFinancial will facilitate and manage the hosting of the Website for Customer.

-       Content Delivery Deadline:  The date by which Customer must deliver to TrueFinancial all finalized Content for the Website.  Failure to meet the Content Delivery Deadline will result in a Content Delivery Fee as specified in the Transaction Document.

-       Content Delivery Fee:  The fee Customer will owe to TrueFinancial if Customer misses the Content Delivery Deadline.  The Content Delivery Fee can be additional monies owed to TrueFinancial or an accelerated payment schedule of fees, either partial or total, owed to TrueFinancial under the Agreement.  The Content Delivery Fee is specified in the Transaction Document.

Supplemental Professional Services (or “SPS”):  Any consulting or support services provided by TrueFinancial to Customer, where such services are not included within the scope of the Services as described in the Transaction Document. TrueFinancial will provide Supplemental Professional Services to Customer subject to the following terms and conditions:

(a) SPS will be performed pursuant to the Agreement which shall be executed by Customer and TrueFinancial and will include, if applicable, provisions regarding: descriptions and specifications of the services and all deliverables (“Deliverables”); the time schedule for performance and for delivery of any Deliverables; the name of the project managers for TrueFinancial and Customer Administrators for Customer; and the charges for professional services;

(b) Changes affecting scope, cost, and other activities will be documented by a written “Change Order” which must be mutually agreed upon in writing and executed by the Parties; and

(c) TrueFinancial will hold sole and exclusive title and ownership of any intellectual property resulting from any and all SPS.

Service & Support

Product Support: The provision of telephone or web-based technical assistance by TrueFinancial to Customer’s technical contact(s) with respect to Errors related to the corresponding products and features included in the Service. Product Support does not include assistance related to errors encountered under the use of TrueFinancial products for any purpose not stated in the service description or features of the supported products licensed by the Customer.

Support Requests: Service support calls or online support tickets initiated by Customer where the underlying issue is determined to reside in Customer’s host environment (not in the TrueFinancial Services) or other requests outside the scope of support. Additional Support Requests beyond those included in a particular Service package may be subject to TrueFinancial’s standard rates.

Support Incident:  Any communication, written or oral, physical or digital, that Customer initiates with TrueFinancial requesting the assistance of one or more TrueFinancial employees with answering a technical question about the Service, configuring Customer’s Application or other component of the Service, or diagnosing or resolving an Error.


Share This