Document owner: Servstead, LLC. Version 1.0. Effective date: July 3, 2026.
Servstead retains account and business data while your subscription is active. After cancellation, Customer Content is deleted or anonymized within ninety (90) days, except where law requires longer retention. Encrypted backups may retain residual copies for up to thirty (30) additional days before purge. Bank connection tokens and synced transaction data are deleted when you disconnect Plaid or close your account. This policy is reviewed at least annually.
1. Purpose
This policy defines retention periods and secure deletion procedures for data processed by Servstead, including optional financial transaction data from Plaid.
2. Active subscriptions
Account, business, customer, job, invoice, and file data is retained while your subscription is active and as needed to provide the Service.
3. Financial / Plaid data
Plaid access tokens and synced bank transactions are retained only while the bank connection is active and the account remains a paid subscriber.
When you disconnect Plaid in Settings or request disconnection via servstead@gmail.com, tokens and synced transactions are deleted within thirty (30) days unless a longer period is required by law.
Plaid bank connection is not available during the free trial.
4. Account cancellation
Within ninety (90) days of subscription termination, Customer Content is deleted or anonymized except where retention is required by law (e.g., tax, billing records).
5. Backups
Encrypted disaster-recovery backups may retain residual copies for up to thirty (30) additional days before automated purge.
6. Deletion requests
Submit deletion requests to servstead@gmail.com. We verify identity before processing.
You may export business records from within the Service before closure.
7. Policy review
This policy is reviewed at least annually and updated at https://servstead.com/policies/data-retention.
8. Contact
Privacy and deletion: servstead@gmail.com. Security: servstead@gmail.com.