Privacy Policy

1. Introduction

Nexus Reports, Inc. (“Nexus Reports,” “we,” “us,” or “our”) operates the website at nexusreport.io and the web application at app.nexusreport.io (collectively, the “Platform”). We are committed to handling your information responsibly and transparently.

This Privacy Policy explains what information we collect, how we use it, and your rights in connection with it. By using the Platform, you agree to the practices described in this policy.

2. Who We Serve

The Platform is intended for use by licensed accounting professionals (“Accountants”) and their firms. We do not knowingly collect personal information from individuals under the age of 18. If you believe a minor has provided us information, please contact us at support@nexusreport.io.

3. Information We Collect

3.1 Account Information

When you register for an account, we collect information such as:

• Your name and professional title
• Firm or company name
• Email address and password (stored in hashed form)
• Billing name and contact details

3.2 Client Tax Activity Data

To generate nexus reports, Accountants enter financial activity data on behalf of their clients. This data consists of business activity metrics—such as revenue and payroll allocations by state—and does not include personally identifiable information about client individuals, such as Social Security numbers, individual names, or government-issued identification numbers. Accountants are responsible for ensuring they have appropriate authority to submit any data entered into the Platform.

3.3 Payment Information

Report purchases are processed through our third-party payment processor, Helcim. We do not store full credit card numbers or sensitive payment credentials on our servers. Helcim's privacy practices are governed by their own privacy policy.

3.4 Usage and Technical Data

When you use the Platform, we automatically collect certain technical information, including:

• IP address and general geographic location
• Browser type, operating system, and device identifiers
• Pages visited, features used, and actions taken within the Platform
• Session duration and referral source

3.5 Communications

If you contact us for support or submit feedback, we retain records of that correspondence, including your contact information and the content of your messages.

4. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to operate and improve the Platform. Specifically:

• Google Analytics: We use Google Analytics to understand how users interact with the Platform. Google Analytics may set cookies on your browser to collect information such as pages visited and session duration. You can opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on available at tools.google.com/dlpage/gaoptout.
• Meta Pixel (Facebook): We use the Meta Pixel to measure the effectiveness of our marketing and, where applicable, to serve relevant advertising. The Meta Pixel may collect information about your activity on our website and connect it to your Facebook or Instagram profile. You can manage your ad preferences through your Facebook account settings.
• Essential Cookies: We use cookies that are strictly necessary for the Platform to function, such as authentication tokens and session management. These cannot be disabled without impacting core functionality.

You may configure your browser to block or delete cookies; however, doing so may affect the functionality of the Platform.

5. How We Use Your Information

We use the information we collect to:

• Create and manage your account
• Process report purchases and deliver generated reports
• Provide customer support and respond to inquiries
• Improve the Platform's features, performance, and reliability
• Analyze anonymized and aggregated usage trends to develop new product capabilities
• Send transactional communications (e.g., account confirmations, purchase receipts)
• Send service announcements and, where you have consented, marketing communications
• Detect, investigate, and prevent fraudulent or unauthorized activity
• Comply with applicable legal obligations

6. Data Ownership and Use of Aggregated Data

Client tax activity data submitted through the Platform belongs to the Accountant and their firm. We process this data solely to generate and deliver the requested reports and to maintain the Platform.

We may create anonymized, aggregated datasets derived from activity data entered into the Platform (for example, patterns of multi-state business activity across industries). This aggregated data contains no information that could reasonably be used to identify any individual, firm, or client company. We may use and retain such aggregated data to improve our services, develop new features, and for research and analytical purposes.

7. How We Share Your Information

We do not sell your personal information. We may share your information only in the following circumstances:

• Service Providers: We engage trusted third-party vendors to help us operate the Platform, including cloud hosting providers, payment processors (Helcim), email delivery services, and analytics platforms (Google, Meta). These vendors are contractually required to handle information only as directed by us and in a manner consistent with this policy.
• Legal Compliance: We may disclose information if required to do so by law, regulation, court order, or governmental authority, or if we believe in good faith that disclosure is necessary to protect our rights, your safety, or the safety of others.
• Business Transfers: If Nexus Reports, Inc. is involved in a merger, acquisition, or sale of all or a portion of its assets, your information may be transferred as part of that transaction. We will notify you of any such change via a prominent notice on the Platform.
• With Your Consent: We may share information for any other purpose with your explicit consent.

8. Data Retention

We retain account information and associated report data for as long as your account is active, and for a reasonable period thereafter as required by law or legitimate business need. If you request deletion of your account, we will delete or anonymize your personal information within 30 days, except where retention is required by applicable law or for the resolution of disputes.

Anonymized and aggregated data derived from your usage may be retained indefinitely, as it cannot be used to identify you.

9. Data Security

We implement industry-standard technical and organizational measures designed to protect your information from unauthorized access, disclosure, alteration, and destruction. These measures include encrypted data transmission (TLS/SSL), access controls, and regular security reviews.

No method of electronic transmission or storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security. If you believe your account has been compromised, please contact us immediately at support@nexusreport.io.

10. Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information:

• Access: You may request a copy of the personal information we hold about you.
• Correction: You may request that we correct inaccurate or incomplete information.
• Deletion: You may request deletion of your personal information, subject to our legal obligations.
• Opt-Out of Marketing: You may opt out of marketing emails at any time by clicking the unsubscribe link in any such email or contacting us directly.
• Data Portability: Where applicable, you may request that we provide your data in a portable format.

To exercise any of these rights, please contact us at support@nexusreport.io. We will respond to verifiable requests within 30 days.

11. Notice to California Residents

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect and how it is used, the right to request deletion, and the right to opt out of the sale of personal information. We do not sell personal information. To exercise your California privacy rights, contact us at support@nexusreport.io.

12. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the Effective Date at the top of this page and, for material changes, provide a more prominent notice (such as an in-app notification or email). Your continued use of the Platform after any update constitutes your acceptance of the revised policy.

13. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:

Nexus Reports, Inc.
Email: support@nexusreport.io
Website: www.nexusreport.io