AtlasHQ Data Policy.
Retention, rights, and safe disposal.
Data Retention & Disposal Policy
AtlasHQ – Data Retention & Disposal Policy Last updated November 25, 2025 We keep your data only as long as you need us — and delete it completely when you don’t. How long we keep your data What we store Your account (email, name, profile) How long we keep it While your account is active When it’s permanently deleted Within 30 days of you deleting your account What we store Bank transactions and balances (via Plaid) How long we keep it While your account is active and the bank stays connected When it’s permanently deleted Within 30 days of account deletion or bank disconnection What we store Plaid access tokens How long we keep it Only while the bank is connected When it’s permanently deleted Immediately revoked and deleted the moment you disconnect What we store Invoices, receipts, mileage logs, reports How long we keep it While your account is active When it’s permanently deleted Within 30 days of account deletion What we store Automated backups How long we keep it Maximum 30 days When it’s permanently deleted Securely overwritten automatically You’re always in control — one tap away Delete your entire account → everything gone forever in 30 days or less Disconnect a single bank → that bank’s data and credentials vanish instantly Export everything first → download a full tax-ready zip anytime before deletion We never keep your financial data longer than necessary. We never sell it or share it with third parties. Questions? Reach us anytime at support@atlashqco.com
User Rights- You can delete your entire account and all associated data at any time in Settings → Delete Account.- You can disconnect and delete individual bank accounts at any time in Settings → Connected Banks.- Upon deletion request, we permanently and completely erase your data from all production databases and backups within 30 calendar days.
Legal Holds- We retain data only as long as required to comply with tax and accounting laws (e.g., IRS recommends 7 years for certain records). Users can export all data before deletion.Questions → support@atlashqco.com
Disclaimer
AtlasHQ is not a substitute for professional tax advice. Always consult a qualified CPA or tax advisor.