How we retain, delete, and protect your data
Last updated: October 6, 2026
We retain data to provide the service, meet legal obligations, prevent fraud, and improve reliability. Retention periods may vary depending on data type and your account status.
This can include account information, client records you upload or create, documents, messages, audit logs, and billing records.
You can delete your account or a client in the product (Profile), or ask us to. Deletion is permanent and cannot be undone, so export what you need first. Some records may be retained for legitimate business or legal reasons. Canceling or not paying for a paid plan does not delete your data: your account moves to the Free plan.
If we must retain certain data for compliance, security, or dispute resolution, we will do so only for as long as necessary and protect it appropriately.
Records of account deletions (who requested it, when, and why), security events, and SSN access logs are kept for at least 3 years from the date they're created, even after the related account is deleted — this is what lets us investigate a dispute or respond to a security or compliance review after the fact. These records never include the deleted account's documents or tax data, only the audit trail itself.
Questions or deletion requests? Email support@vyaxsolutions.com.