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Data Retention & Deletion Schedule
This schedule lists every category of data ClearPlan holds, how long it is kept, and exactly how it gets deleted. The underlying principle: data exists for the life of your account because you are actively using it, and disappears promptly when you delete it or your account.
1. Retention schedule
| Data | Retained | Deletion |
|---|---|---|
| Account & profile (email, tier) | Life of account | Hard-deleted immediately on account deletion |
| Plans (all content) | Life of account | Per-plan deletion in-app (immediate, irreversible); all plans hard-deleted on account deletion |
| Firm settings (branding, logo, disclosure) | Life of account | Hard-deleted on account deletion |
| Plan share links | 30 days maximum | Auto-expire at 30 days; instantly revocable in-app; deleted with their plan |
| Team/organization records | Life of the team | Dissolved when the owner deletes their account or the team is closed |
| Billing records | Held by Stripe | Retained by Stripe to meet financial-record obligations; ClearPlan stores only tokenized identifiers, which are deleted with the account |
| Operational server logs (Vercel) | ~30 days | Rotated automatically by the provider |
| Authentication logs (Supabase) | Short-term, provider-managed | Rotated automatically by the provider |
| Database backups | Provider snapshots | Deleted data ages out of snapshots within 30 days of deletion |
2. Deletion paths
- Single plan: My Plans (or the Clients screen) → delete. Immediate and irreversible.
- Share link: Clients screen → Share → revoke. Immediate; the URL stops resolving.
- Entire account: Firm Setup → Delete Account. Permanently removes profile, all plans, firm settings, share links, dissolves any owned team, and cancels the active Stripe subscription, in one action.
- Written request: email hello@getclearplan.com; verified requests are completed within 30 days.
3. What survives deletion
Nothing in ClearPlan's systems beyond the backup window above. Records Stripe must keep for financial compliance (invoices, payment history) are retained by Stripe under its own policies. PDFs you downloaded or sent to clients live wherever you put them and are outside ClearPlan's systems entirely.