ClientDesk VA — Virtual Assistant Workspace

Data Deletion

How to erase your ClientDesk VA account and data

Delete your account from inside the app

The fastest way is from within ClientDesk itself:

  1. Sign in at /login.
  2. Open Settings → Account.
  3. Click Delete my account and follow the confirmation prompts.

Your account is permanently deleted as soon as this flow completes — there is no waiting period and nothing is scheduled for later. Your profile, your preferences and your organization memberships are removed with it, and your name is no longer linked to the records that remain. Your stored Google and Microsoft calendar connections are removed at the same time, which deletes the saved access tokens (we do not contact the providers to revoke them). Active Stripe subscriptions are cancelled for organizations that are deleted with your account.

What is retained and why

Financial records (invoices, receipts, subscription history) are retained for seven years to satisfy tax and regulatory obligations. They are stripped of personally identifiable information linked to you where legally permissible. Audit-log entries are kept: the audit log is deliberately immutable, so entries are not deleted.

Deleting your account removes it — the login, your profile, your preferences and your organization memberships — and clears your links to contracts and to past audit entries. One record survives: the audit entry for the deletion itself, holding the action, when it happened and how many organizations were affected. The audit log is deliberately immutable, so that entry cannot be edited or erased, and nothing already recorded in it is rewritten. Audit entries written before this change may also contain your email address.

Organization deletion

If you are the last Org Admin and your organization has active members, we will ask you to transfer ownership to another admin, remove the other members, or accept full-organization deletion. Full-organization deletion removes all clients, appointments, tasks, documents, forms, contracts, and non-financial records for that org.

Portal (client) users

Portal users are records inside an organization's ClientDesk workspace, not standalone accounts. If you were invited by an organization and want your record deleted:

  1. Contact the organization that invited you directly (they are the data controller of your record).
  2. If they do not reply, email privacy@clientdeskva.com and we will escalate.

Email us to delete

Prefer email? Send a deletion request from the email address on your account to privacy@clientdeskva.com with subject "Delete my account". We will confirm your identity, then delete the account and email you when it is complete.

Timeline

  • Immediate — you are signed out and cannot sign back in.
  • Immediate — your stored Google/Outlook calendar connections are removed, which deletes the saved access tokens.
  • Immediate — Stripe subscriptions are cancelled for organizations deleted with your account.
  • Immediate — your profile, preferences and memberships are removed, and your name is no longer linked to the records that remain.
  • Immediate — the account itself is permanently deleted; nothing is deferred or scheduled.
  • 7 years — financial records retained (stripped of PII where lawful).

Questions? privacy@clientdeskva.com