Last updated: March 7, 2026
When you create an account or use IncomePro, we may collect the following types of information:
Account Information: Your name, email address, firm name, phone number, and professional credentials provided during registration.
Client Data: Information you enter about your clients for the purpose of financial planning, including names, ages, financial details, and planning scenarios. This data is stored securely and is accessible only to your account.
Payment Information: Billing details processed through Stripe. IncomePro does not store your full credit card number on our servers. All payment processing is handled by Stripe in compliance with PCI-DSS standards.
Usage Data: Information about how you interact with the platform, including pages visited, features used, and session duration. This helps us improve the product experience.
We use the information we collect to provide and improve the IncomePro platform, process payments and manage your subscription, communicate with you about your account, service updates, and support requests, ensure the security and integrity of our platform, and comply with legal obligations.
We implement industry-standard security measures to protect your data, including 256-bit TLS encryption for all data in transit, encrypted database storage with row-level security policies ensuring data isolation between accounts, regular security audits and monitoring, and secure authentication powered by Supabase Auth.
We do not sell, rent, or trade your personal information to third parties. We may share limited data with trusted service providers who assist in operating our platform, specifically Stripe for payment processing and Supabase for database infrastructure and authentication. These providers are bound by their own privacy policies and data protection agreements.
We retain your account data for as long as your account is active or as needed to provide you services. If you close your account, we will delete your personal data and client data within 30 days, except where retention is required by law.
You have the right to access, correct, or delete your personal data at any time through your account settings or by contacting us. You may also request a copy of the data we hold about you. To exercise any of these rights, please contact us at support@incomepro.org.
IncomePro uses essential cookies required for authentication and session management. We do not use third-party advertising cookies or tracking pixels.
We may update this Privacy Policy from time to time. We will notify you of significant changes by posting a notice on the platform or sending you an email. Your continued use of IncomePro after changes constitutes your acceptance of the updated policy.
If you have questions about this Privacy Policy or how we handle your data, please contact us at support@incomepro.org.