Scale Advisors Data Dashboard, operated by Scale Advisors LLC
Effective date: July 3, 2026 · Last updated: September 6, 2026
You can ask us to remove your data from the Scale Advisors Data Dashboard at any time. This page explains how to request it, what gets deleted, and how long it takes.
Open Connections in the dashboard and choose Disconnect for that platform. This stops new imports. For QuickBooks Online, a successful dashboard disconnect also asks Intuit to revoke the connection; if you remove the app inside QuickBooks first, return to Connections and finish the disconnect there. Other platforms may also require you to remove the app in their own settings. Disconnecting does not itself delete previously imported data or audit history. To have us delete your account or stored data, send the email request below.
To delete your account or stored data from a connected platform, send us a request:
Sending the request starts the deletion process after we verify your identity or your authority over the account. We verify requests to protect against wrongful deletion. Disconnecting alone does not start deletion.
We may retain a limited amount of information where we are legally required to (for example, billing and tax records), where it is needed to resolve a dispute or enforce our agreements, or in routine encrypted backups that cycle out over time. Anything retained is protected and is deleted when the legal or business reason for keeping it ends. Where a connected platform requires us to delete data obtained through it within a set period, we follow that requirement.
We begin processing verified deletion requests promptly and complete them within 30 days, except for anything we are permitted or required to retain as described above, and for backups, which are purged on their normal cycle.
If you have any question about deleting your data, or want to confirm a deletion was completed, email help@scaleadvisors.com. See also our Privacy Policy.