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Frequently asked questions

9 questions

Do you connect to QuickBooks?

No. There is nothing to authorize in your client's QuickBooks. You export three standard QuickBooks Online reports (Sales by Product/Service Detail, Transaction List by Customer with shipping and billing addresses, and the customer contact list) or fill in our one-file template, and upload them.

Why does the address matter so much?

A sale generally belongs to the state where the customer receives it, usually the ship-to address; the billing address is only a fallback when no delivery address is known. QuickBooks Online reports can show a customer's default address, or a blank, instead of the ship-to typed on the invoice, so Nexus Auditor records where each sale's address came from and flags results where more than 10% of sales rest on default addresses. Addresses that cannot be placed in a state are listed so you can fix them.

Which taxes and places does it cover?

State sales and use tax: economic nexus for every state with a sales tax plus DC, physical nexus in the client's home state (recording other offices, employees and inventory is coming), and the Alaska Remote Seller Sales Tax Commission threshold for the local taxes of its member cities and boroughs. New Mexico's gross receipts tax and Hawaii's general excise tax are treated as those states' sales taxes. States where localities administer their own sales tax, such as Colorado's self-collecting home-rule cities, are marked but not evaluated. Five separate business taxes (Washington B&O, Ohio CAT, Texas franchise, Delaware and Oregon gross receipts) are listed as not evaluated, and income taxes are not covered.

How current is the law?

Each state's economic nexus rule shows its source and the date it was last checked; all were rechecked in September 2026. Changes are added as new versions with effective dates: sales are counted under the rules in force on their dates, the threshold in force on the measurement date decides, and a threshold met only under an earlier version is marked for review. Rules where sources disagree or are silent carry a lower confidence rating, which lowers the finding's confidence.

What does a finding show?

The status for the state; each test the state applies (sales, and transactions where it still counts them) against its threshold with the rule's comparator; every measurement window; what counted, including the state's sales basis, marketplace and resale treatment, and exempt or resale claims without a valid certificate; the rule versions applied with their sources; and the reasons behind the confidence level.

Is this a filed return or a legal opinion?

No. Nexus Auditor is decision support for your professional judgment. It does not register, file or remit anything, and its results are not legal advice.

Who can see a client's data?

Each firm has its own workspace, and firms are isolated from each other in the database. Everyone in a firm, including guests, can see its clients; roles decide who can change data, and only owners and admins can undo an import.

What files can we upload?

CSV, XLSX or XLS files up to 25 MB and 250,000 rows each. Files are stored when you upload them, but no sales are recorded until you review the check and confirm, and an owner or admin can undo a confirmed import.

What does it cost?

Early access is by invitation while we work with a small group of firms. Pricing will be published before general availability.

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Documentation
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Modules / AI and operations

Custom domains and white label

Serve workspace-branded hostnames through Cloudflare for SaaS.

Setup and configuration

Set CUSTOM_DOMAINS_PROVIDER=cloudflare with CLOUDFLARE_API_TOKEN, CLOUDFLARE_ZONE_ID, and CUSTOM_DOMAIN_CNAME_TARGET. The API token needs SSL and Certificates:Edit permission on the zone (the Custom Hostnames API lives under /zones/{zone_id}/custom_hostnames). The CNAME target is a hostname in your Cloudflare zone — for example customers.example.com — that resolves to your deployed app.

Add a DNS record in the zone pointing the CNAME target at your origin (the fallback origin in Cloudflare for SaaS terms). Cloudflare issues each custom hostname a DCV TXT record plus an optional ownership TXT record; the settings screen shows customers exactly which records to create.

For local development use CUSTOM_DOMAINS_PROVIDER=local, which marks every hostname active immediately with target customers.localhost. CUSTOM_DOMAINS_PROVIDER=off (the default) hides the section's controls.

CUSTOM_DOMAINS_PROVIDER=cloudflare
CLOUDFLARE_API_TOKEN=cf_token_with_ssl_edit
CLOUDFLARE_ZONE_ID=zone_id
CUSTOM_DOMAIN_CNAME_TARGET=customers.example.com

Implementation workflow

Workspace owners and admins manage domains under Settings → Domains (five per workspace). Customers point a CNAME record for their hostname at the CNAME target, add the TXT records shown for ownership and certificate validation, then press Refresh status. Once Cloudflare reports the hostname active it becomes a trusted origin for auth on that deployment and the workspace name/logo brand the app chrome on that hostname.

Apex (root) domains cannot be CNAMEs at most DNS providers — customers should use a subdomain such as portal.example.com, or a provider with CNAME flattening. Cookies stay scoped to each host, so a customer domain is a separate sign-in; single sign-on across custom domains is out of scope.

Verification and troubleshooting

Pending for a long time usually means the customer's CNAME is missing or still propagating — re-check the DNS records shown on the domain card. A moved or failed status means Cloudflare can no longer resolve the hostname to the zone; remove and re-add it. Validation data is stored as provider JSON so future Cloudflare validation shapes need no schema change.