Effective date: September 7, 2026 (supersedes the August 12, 2026 version)
This policy covers the CX Internal Reporting App, a private integration operated by CX Enterprises LLC solely for itself and its affiliated companies. The app has no public users and offers no services to third parties.
With the explicit authorization of each affiliated company's administrator, the app retrieves that company's own accounting records (such as chart of accounts, transactions, customers, and vendors) through the QuickBooks® Online Accounting API.
With the explicit authorization of the account holder, the app also retrieves the companies' own bank and card account data (account and routing identifiers, balances, transactions, and account statements) through Plaid, a regulated financial data network. Authorization is given directly to the financial institution through Plaid Link; we never see, collect, or store bank login credentials. Plaid's handling of data is described in the Plaid End User Privacy Policy. All accounts connected belong to CX Enterprises LLC or its affiliated companies.
Retrieved data is used exclusively for internal bookkeeping, consolidated financial reporting, tax preparation, and archival for the companies that own the data. Data is stored on company-owned infrastructure controlled by CX Enterprises LLC, protected by encryption and access controls. Encrypted backups are retained in accordance with applicable record-keeping requirements (typically seven years for financial records).
We do not sell, rent, share, or disclose data to any third party; we do not use data for advertising or marketing; we do not process data belonging to anyone other than CX Enterprises LLC and its affiliates.
A company administrator may revoke the app's access at any time from their Intuit account settings, from the Plaid Portal for bank and card connections, or by contacting us. On revocation the corresponding access tokens are deleted; previously retrieved records are retained only as part of the companies' own accounting archive.
General: info@cx-enterprises.com
Security and privacy: security@cx-enterprises.com