Covisum Privacy Policy

Last modified: February 20, 2026

Applicability

This Privacy Policy applies to all information gathered or maintained by Covisum, LLC (“Covisum,” “we,” or “us”) when you visit the website https://www.covisum.com/ (our “Website”). This includes information transmitted to us by email, telephone, fax, or otherwise by one of our affiliates or agents. This site may contain links to other sites. We are not responsible for the privacy practices, the security measures, or the content of any such web site.

By submitting information on our Website, you agree to the collection and use by us of the information you disclosed in accordance with this Privacy Policy. If we decide to change our privacy and/or security policies, we will post those changes on this page so that you are always aware of what information we collect, how we use it, and under what circumstances we disclose it. Any changes to the Privacy Policy will be posted immediately on this Website, and you should always review the statement prior to submitting information.

What Kinds of Information Will I Have to Provide?

We may collect the following types of personal information from you when you use our Website: your name, address, date of birth, gender, telephone numbers, earnings history, tax status, dependents, and information on assets and liabilities as well as estimates of future needs.

Other Personal Information Required for Service:

To subscribe to our software, you may need to provide the type of credit card you wish to use, the credit card number, the date of expiration, credit card security code, your phone number, and mailing address. Where payment by Electronic Funds Transfer (EFT) is possible, you may need to provide your bank name, your account number, and your routing number.

When you use the Website, we may also collect:

  • Information you provide by filling in forms on the Website.
  • Records and copies of your correspondence (including email addresses), if you contact us.
  • Your search queries on the Website.

What Types of Internet-Related Information am I Also Sharing With You?

As you navigate through and interact with our Website, we may use automatic data collection technologies to collect certain information about your equipment, browsing actions, and patterns, including:

  • Details of your visits to our Website, including traffic data, location data, logs, and other communication data and the resources that you access and use on the Website.
  • Information about your computer and internet connection, including your IP address, operating system, and browser type.

The information we collect automatically is only statistical data and does not include personal information, but we may maintain it or associate it with personal information we collect in other ways or receive from third parties. It helps us to improve our Website and to deliver a better and more personalized service, including by enabling us to:

  • Estimate our audience size and usage patterns.
  • Store information about your preferences, allowing us to customize our Website according to your individual interests.
  • Speed up your searches.
  • Recognize you when you return to our Website.

The technologies we use for this automatic data collection may include:

  • Cookies (or browser cookies). A cookie is a small file placed on the hard drive of your computer. You may refuse to accept browser cookies by activating the appropriate setting on your browser. However, if you select this setting you may be unable to access certain parts of our Website. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you direct your browser to our Website.
  • Web Beacons. Pages of our Website may contain small electronic files known as web beacons (also referred to as clear gifs, pixel tags, and single-pixel gifs) that permit Covisum, for example, to count users who have visited those pages and for other related website statistics (for example, recording the popularity of certain website content and verifying system and server integrity).
  • Pixels. Our Website may use tracking pixels, which are small snippets of code embedded in our web pages that allow us and our third-party partners to collect information about your interactions with online sites, including our Website. These pixels may transmit information such as IP address, time viewed on a page or advertisement, and certain actions you take on our Website. Such pixels are used to measure the effectiveness of advertising campaigns, understand user behavior, and deliver more relevant content to you.
  • Session Replay Tools. Our Website may use session replay technology that records your interactions with our Website, including mouse movements, clicks, scrolling behavior, and text entries. These records help us understand how users navigate our Website, identify technical issues, and improve overall user experience.
  • Keystroke Logging Tools. Our Website may use keystroke logging tools that capture the text you type into fields and forms on the Website, including search queries and form entries. Keystroke logging helps us understand user intent, improve our Website’s functionality, and identify errors or areas of confusion for users to enhance user experience and improve our Website and services.

Third-Party Use of Cookies

Some content, applications, or features, including advertisements, on the Website are served by third-parties, including advertisers, ad networks and servers, content providers, and application providers. These third parties may use cookies or other automatic data collection tools to collect information about you when you use our Website. The information they collect may be associated with your personal information or they may collect information, including personal information, about your online activities over time and across different websites and other online services. They may use this information to provide you with interest-based (behavioral) advertising or other targeted content.

We do not control these third parties' tracking technologies or how they may be used. If you have any questions about an advertisement or other targeted content, you should contact the responsible provider directly. For information about how you can opt out of receiving targeted advertising from many providers, see Choices About How We Use and Disclose Your Information.

What Do You Do with this Information?

We use information that we collect about you or that you provide to us, including any personal information:

  • To present our Website and its contents to you.
  • To deliver the reports you request.
  • To provide you with information, products, or services that you request from us.
  • To fulfill any other purpose for which you provide it.
  • To carry out our obligations and enforce our rights arising from any contracts entered into between you and us, including for billing and collection.
  • To notify you about changes to our Website or any products or services we offer or provide though it.
  • To allow you to participate in interactive features on our Website.
  • In any other way we may describe when you provide the information.
  • For any other purpose with your consent.

Will Any of the Personal Information Collected be Disclosed to Outside Parties?

We may disclose personal information that we collect or you provide as described in this privacy policy:

  • To our subsidiaries and affiliates.
  • To contractors, service providers, and other third parties we use to support our business. Please view the privacy policies of these third parties to learn about how they process data.
    • We use Stripe to process payments.
    • We use Google Analytics to analyze how visitors use our Website.
    • We use HubSpot as a CRM platform.
  • To a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of Covisum’s assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by Covisum about our Website users is among the assets transferred.
  • To fulfill the purpose for which you provide it.
  • For any other purpose disclosed by us when you provide the information.
  • With your consent.

We may also disclose your personal information:

  • To comply with any court order, law, or legal process, including to respond to any government or regulatory request.
  • To enforce or apply our Website Terms of Use and other agreements, including for billing and collection purposes.
  • If we believe disclosure is necessary or appropriate to protect the rights, property, or safety of Covisum, our customers, or others.

We do not sell, trade, or rent your personal information to any others. We may provide aggregate statistics about our customers, sales, traffic patterns, and related site information to reputable third-party vendors, but these statistics will not include personally identifying information.

Choices About How We Use and Disclose Your Information

We strive to provide you with choices regarding the personal information you provide to us. We have created mechanisms to provide you with the following control over your information:

  • Tracking Technologies and Advertising. You can set your browser to refuse all or some browser cookies, or to alert you when cookies are being sent. To learn how you can manage your Flash cookie settings, visit the Flash player settings page on Adobe’s website. If you disable or refuse cookies, please note that some parts of this site may then be inaccessible or not function properly. For tracking technologies placed by third parties, you may contact the third party directly to manage your preferences with respect to such tools.
  • Disclosure of Your Information for Third-Party Advertising. If you do not want us to share your personal information with unaffiliated or non-agent third parties for promotional purposes, you can opt-out by sending us an email with your request to privacy@covisum.com.

We do not control third parties’ collection or use of your information to serve interest-based advertising. However these third parties may provide you with ways to choose not to have your information collected or used in this way. You can opt out of receiving targeted ads from members of the Network Advertising Initiative (“NAI”) on the NAI's website.

Accessing and Correcting Your Information

You can review and change your personal information by logging into the Website and visiting your account profile page. You may also send us an email at privacy@covisum.com to request access to, correct or delete any personal information that you have provided to us. We may not accommodate a request to change information if we believe the change would violate any law or legal requirement or cause the information to be incorrect.

How Do I Remove My Information from Your Database?

If you do not wish to receive marketing email from us, you can remove yourself from our distribution lists at any time by: Sending an email request for removal to privacy@covisum.com or by writing to us at:

Covisum

ATTN: Privacy Officer
444 Regency Parkway Dr.
Suite 201
Omaha, NE 68114

State Privacy Laws

Depending on your state of residence, you may have rights under applicable state laws concerning the personal information that we collect and maintain about you. These rights may include:

  • The right to access the personal information we maintain.
  • The right to obtain a copy of the information we maintain about you.
  • The right to request that we delete certain information we maintain about you.
  • The right to correct any inaccuracies in the personal information we maintain about you.
  • The right to withdraw your personal information from certain processing activities.
  • The right to know how we have used your personal information, including whether we have shared it with other parties.
  • The right to appeal decisions regarding exercising your consumer rights.
  • The right to be free from discriminatory actions for exercising your rights.

The precise nature and scope of these rights vary by state. If you exercise your rights under an applicable state law, we will honor your rights to the extent required under such law, or as we may otherwise agree to honor in our sole discretion.

Please submit any privacy-related requests to privacy@covisum.com. Only you, or someone legally authorized to act on your behalf, may submit a privacy rights request. We endeavor to respond to verifiable requests within the time limits established by applicable law. If we need additional time to comply with your request, we will communicate such extension to you, along with the reason for delay. We may ask you to provide additional information in order to verify and facilitate your requests. If we deny your request, we will provide you with additional information regarding how you may appeal our decision, to the extent required by applicable law. We will only use the personal information provided in the request to verify the requestor’s identity or authority to make it.

GDPR Notice

In compliance with the European Union (“EU”) General Data Protection Regulation (“GDPR”), we may rely upon one or more legal bases defined in the GDPR to collect, use, share, and otherwise process the personal information of individuals located in the EU, including where:

  • Necessary to perform a contract we have with you, such as our terms of engagement, and to provide the services;
  • You have consented to the processing (in which case you may revoke your consent at any time);
  • Necessary for us to comply with a legal obligation, or to establish, exercise, or defend legal claims;
  • Necessary to protect your vital interests or those of others;
  • Necessary in the public interest; and
  • Necessary for the purposes of Covisum or a third party’s legitimate interests, provided that those interests are not overridden by your interests or fundamental rights and freedoms.

Where we collect, use, disclose, and otherwise process your information based on legitimate interests, we may rely on the following interests:

  • Marketing our products: We use your information as necessary to pursue our legitimate interests in marketing our products to you. For example, where permitted by digital marketing law, we may contact you by email to let you know of products you might be interested in.
  • Providing, improving and developing our products: We use your information as necessary to pursue our legitimate interests in tailoring and improving our products. For example, we may send you a survey or questionnaire to understand your experience in purchasing from us.

If you are located in the EU, under certain circumstances, you may have certain legal rights under the GDPR, including:

  • To access the personal data we maintain about you
  • To receive information about how we process your personal data
  • To correct your personal data
  • To have your personal data erased
  • To object to or restrict how we process your personal data
  • To request your personal data be transferred to a third party
  • To withdraw any consent you may have given us to process your personal data

If you are an EU resident, you have the right to object to our processing that is based on legitimate interests by contacting us at the address or number below. If you are located in the EU and you believe that we have infringed your rights under the GDPR, please contact us by sending an email to privacy@covisum.com.

How is the Information that I Send to You Protected?

All of the information that you transmit to us electronically, including basic information necessary for basic calculators as well as personal information disclosed during registration, including credit card and other personal information, is securely protected using at a minimum SSL (Secure Socket Layer) 128-bit encryption. GoDaddy provides the digital certificate enabling us to employ SSL encryption. Furthermore, we have implemented strict policy guidelines to safeguard the privacy of your personal financial information from unauthorized access or improper use, and we will continue to enhance our security procedures as new technology becomes available.

The safety and security of your information also depends on you. Although we do our best to protect your personal information, we cannot guarantee the security of your personal information transmitted to our Website. Any transmission of personal information is at your own risk. We are not responsible for circumvention of any privacy settings or security measures contained on the Website.

How Do You Ensure the Security of the Payment Information Once I Give it to You?

Processing of online software subscriptions is facilitated through Stripe. When you submit your credit card information, it is securely transmitted and a billing profile is established. All billing data is stored in Stripe which is PCI-DSS compliant.

What are Your Children’s Guidelines?

We do not knowingly collect online contact information or personal offline contact information about children from children. We do not entice children by the prospect of a special game, prize, or activity, to divulge any information about themselves for any reason. We do not permit children under the age of thirteen (13) to register with our sites, as we do not knowingly accept or store personal information submitted by children younger than thirteen, nor do we respond to, promote to, market to, or communicate with children known to be younger than thirteen years old.

Questions regarding this statement should be directed to: privacy@covisum.com or by writing to:

Covisum

ATTN: Privacy Officer
444 Regency Parkway Dr.
Suite 201
Omaha, NE 68114