Privacy Policy

How We Protect Your Information

ICON Financial Services takes your privacy seriously. This policy explains how we collect, use, store, and protect personal and organizational data when you interact with our website and services.

Information We Collect

When you visit our website, we may collect:

  • Name, email address, phone number, and community information you provide through contact forms
  • Technical information like IP address, browser type, and pages visited
  • Information about how you use our website

When you become a client, we collect:

  • Financial and operational data necessary to provide accounting and financial services
  • Login credentials for systems we manage on your behalf
  • Communication records related to our services

How We Use Your Information

We implement industry-standard security measures to protect your information:

  • Encrypted data transmission and storage
  • Secure access controls and authentication
  • Regular security assessments and updates
  • Limited employee access based on job responsibilities
  • Secure disposal of data when no longer needed

Data Retention

We retain your information only as long as necessary to provide services, comply with legal obligations, and resolve disputes. Client financial data is retained in accordance with accounting standards and regulatory requirements.

Your Rights

You have the right to:

  • Access the personal information we hold about you
  • Request corrections to inaccurate information
  • Request deletion of your information when appropriate
  • Opt out of marketing communications
  • Ask questions about our privacy practices

Cookies and Tracking

Our website uses cookies to improve your browsing experience and analyze website traffic. You can control cookie preferences through your browser settings. Disabling cookies may limit some website functionality.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of external sites. We encourage you to review their privacy policies before providing any information.

Changes to This Policy

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. We will post the updated policy on our website with the revision date.

Contact Us About Privacy

If you have questions about this privacy policy or how we handle your information, please contact us:

ICON Financial Services

Last updated:

March 2026

 

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