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Privacy Policy – ClearSky CPA

Effective Date: 05/01/25

At ClearSky CPA, your privacy is a priority. This Privacy Policy explains how we collect, use, and protect your personal information when you interact with our website or services.

By using ClearSkyCPA.com or submitting information to us, you agree to the terms below.

 

 

1. Information We Collect

We collect nonpublic personal information only as needed to provide tax, advisory, and business consulting services. This may include:

  • Information you provide on tax organizers, intake forms, or uploaded documents

  • Information about financial transactions

  • Contact details submitted via forms, email, scheduling tools, or during meetings

  • Anonymous website usage data (via cookies or analytics tools)

We do not collect any personal information unless you voluntarily provide it.

 

 

2. How We Use Your Information

Your information may be used to:

  • Deliver services as outlined in your engagement letter or subscription package

  • Communicate with you about your account, appointments, or service updates

  • Provide internal documentation or summaries of our meetings

  • Respond to inquiries or requests

  • Improve our website’s functionality and content

We do not sell, rent, or share your personal information for marketing purposes.

 

 

3. Data Protection & Confidentiality

ClearSky CPA follows strict professional standards and complies with the FTC Safeguards Rule. Your data is protected with industry-standard encryption and access controls. Only authorized team members can access your information, and only when necessary to perform services.

 

 

4. Third-Party Services & Recordings

To support our services, we use secure third-party platforms for:

  • Document exchange

  • Scheduling and email communication

  • Virtual meetings and screen sharing

  • Meeting recording and transcription (used only for internal reference)

Audio recordings and transcripts may be created during client meetings and stored securely. These are used solely to enhance service quality, accuracy, and continuity of care.

 

 

5. Text Messaging Disclaimer

By providing your mobile number, you consent to receive text messages from ClearSky CPA related to appointments, reminders, and service communications.

  • We do not share text message opt-in data with any third parties.

  • We do not use SMS for promotional or marketing purposes.

  • Message frequency may vary depending on your engagement

  • Message and data rates may apply

  • To opt out, reply “STOP” to any message

 

 

6. Cookies & Analytics

Our website may use cookies and tools like Google Analytics to gather anonymous visitor data and improve performance. You may disable cookies through your browser settings at any time.

 

 

7. Your Rights

You may request to:

  • Review your personal data

  • Correct or update information

  • Delete your data (subject to legal retention requirements)

To submit a request, contact us at hello@clearskycpa.com or call 850-275-9276.

 

 

8. Record Retention

We retain records for at least seven (7) years, in line with IRS and industry standards. Records may be securely deleted after this period unless otherwise required by law.

 

 

9. Copyrights & Trademarks

All content on ClearSkyCPA.com is protected by copyright and trademark law. You may not reuse, copy, or distribute content without written permission. You may download permitted resources for personal use only.

By submitting content (e.g., testimonials, comments), you grant ClearSky CPA a non-exclusive license to use it for internal or marketing purposes, unless otherwise specified in writing.

 

 

10. Disclaimer of Liability

Website content is provided for general education only and does not constitute legal, tax, or financial advice. We strive for accuracy but do not guarantee completeness or timeliness. Use of this site is at your own risk.

 

 

11. Website Access & Termination

We reserve the right to modify or discontinue the website or restrict access to users at our discretion, especially if there is reason to believe the site is being misused.

 

 

12. Changes to This Policy

This Privacy Policy may be updated from time to time. The most current version will always be posted on our website with the effective date at the top of the page.

 

 

13. Contact Us

ClearSky CPA
hello@clearskycpa.com

850-275-9276
www.ClearSkyCPA.com