Privacy Policy
Effective Date: July 2, 2026
ClearSky Financial Solutions respects your privacy. This Privacy Policy explains what information we may collect, how we use it, how we protect it, and what choices you have when you visit our website, join our email list, download a resource, book a call, or contact us about services.
Please do not send sensitive information, such as Social Security numbers, tax documents, bank statements, payroll records, or financial records through a general website contact form. If sensitive documents are needed, ClearSky will provide instructions for a more secure way to share them.
1. Information We May Collect
We may collect personal identification information such as your name, email address, and phone number when you voluntarily submit it to us. Additionally, we may collect technical data about your visit as described in our analytics section.
2. How We Use Your Information
Your information is used to respond to inquiries, provide financial guidance, process service requests, improve our website, deliver resources, and communicate with you about booked sessions or services.
3. Email List And Marketing
If you join our list, we use your email to send helpful resources and updates. You can opt-out at any time by clicking the unsubscribe button at the bottom of any email we send.
4. Website Analytics And Cookies
We use standard analytics tools to help us understand how business owners use our site. Cookies are used to remember your preferences and provide a better browsing experience.
5. How We Share Information
We do not sell your personal data. Information is only shared with trusted partners who help us run our business and provide services to you, provided they agree to keep the data confidential.
6. Client And Financial Information
Detailed financial documentation is handled with the highest level of care. We use secure cloud storage and dedicated portals designed for accounting firms to manage sensitive client data.
7. How We Protect Information
ClearSky maintains appropriate physical, electronic, and managerial procedures to safeguard and secure the information we collect online. This includes multi-factor authentication and encryption protocols.
8. How Long We Keep Information
We retain your personal data only for as long as needed to fulfill the purposes for which it was collected, including satisfying any legal, accounting, or reporting requirements.
9. Your Choices
You have the right to request access to your information, ask for corrections, or request deletion of your data when it is no longer required for legal or contractual purposes.
10. Third-Party Links
Our site may contain links to external financial tools or resources. ClearSky is not responsible for the privacy practices of these other websites.
11. Children’s Privacy
We do not intentionally collect data from anyone under the age of 18. Our services are tailored exclusively for adult business owners and financial professionals.
12. Changes To This Privacy Policy
We may update this policy occasionally as our practices evolve. We will post any changes on this page and update the effective date accordingly.
13. Contact ClearSky
If you have questions about our privacy policy or how we handle data, please reach out via our website contact form or email us at info@clearskyfinancial.com.