This page explains how to disconnect an outside service from a Synergy platform and how to have your Synergy data deleted. You can do most of it yourself in a couple of minutes, or you can email us and we will handle it.
In a hurry? Email [email protected] with the subject line "Delete My Data," sent from the email address on your account, and tell us which Platform. We will confirm within 10 business days and complete the deletion within 30 days.
Are you a client of a professional who uses one of our Platforms? For example, a party to a mediation, or a taxpayer whose preparer uses SynergyTP. Your records belong to that professional's account, not to us. Please contact your mediator, tax professional or other provider directly — they control that information, and we will support them in responding to your request.
1. Choose what you want to remove
| If you want to… | Do this |
|---|---|
| Stop a Platform from using one connected service (such as your Google or Microsoft 365 account) | Disconnect that service (section 2), then revoke access on the service itself (section 3). |
| Remove particular documents, drafts or posts | Delete individual content (section 4). |
| Stop paying but keep your data for now | Cancel your subscription in your Platform's billing settings. Cancelling does not delete anything; your site becomes read-only for 30 days so you can export your records. |
| Erase everything and close your account | Delete your account (section 5) or email us (section 6). |
2. Disconnect a connected service
Disconnecting stops all future access. We immediately revoke and permanently delete the access token or key for that service, stop any further actions that depend on it, and stop collecting new data from it.
- Sign in to your Platform.
- Go to Settings → Connected Accounts (or Integrations).
- Find the service you want to remove and select Disconnect.
- Confirm. Where the Platform also holds data imported from that service, you will be asked whether you want that deleted too — choose Delete data too if you want it gone.
Anything already sent through that service — an email delivered, a payment taken, a post published — stays with the service. Removing it there is a separate step you take on the service itself.
3. Also revoke access on the service
Disconnecting inside the Platform is enough on our side. As a belt-and-braces step, you can also remove Synergy's access from the service's own list of connected apps. Common places to look:
| Service | Where to remove access |
|---|---|
| Google (Gmail, Calendar) | Google Account → Security → Your connections to third-party apps & services → select the Synergy app → Remove access |
| Microsoft 365 (Outlook, SharePoint, OneDrive) | My Account → Settings & Privacy → Privacy / App permissions, or your Microsoft 365 admin center → Enterprise applications |
| Zoom / Microsoft Teams | Zoom: Marketplace → Manage → Added Apps → Remove. Teams: your Microsoft 365 app permissions. |
| Square, Stripe or PayPal | Your payment account's settings → connected apps / API access → revoke the Synergy connection |
| Social media (Social Butterfly) | Each platform's "apps and websites," "connected apps" or "authorized applications" settings → remove Social Butterfly |
| Any other service | Look for "connected apps," "third-party apps," "authorized applications" or "permissions" in that service's settings. |
Services redesign their settings regularly, so the exact wording may differ. If you cannot find the option, email us and we will point you to the current location.
4. Delete individual content
- Documents, drafts and records: open the item in your Platform and choose Delete.
- Uploaded files: open the file in your files or library area and choose Delete.
- AI history: Settings → Privacy & Data → Clear AI history, where your Platform offers it.
- A team member's access: Settings → Team → select the person → Remove.
Where a Platform offers a recycle bin, deleted items rest there for 30 days so you can recover a mistake, then are permanently erased. To skip the recycle bin, choose Delete permanently. Remember that some client records carry professional retention duties — make sure you are allowed to delete something before you do.
5. Delete your whole account
This cannot be undone. Export anything you want to keep first, using Settings → Privacy & Data → Export my data. If you are a tax professional, mediator or other practitioner, make sure you have exported any client records you are required to retain.
- Sign in as the account owner.
- Go to Settings → Privacy & Data.
- Select Delete my account and data.
- Type your email address to confirm, and confirm again from the verification email we send.
Your subscription is cancelled at the same time. Fees already paid are not refunded, as set out in our Terms of Service.
6. Ask us to delete it for you
If you cannot sign in, or you would rather we did it, email [email protected] with:
- Subject line: Delete My Data
- The Platform and the email address on your account
- Whether you want everything deleted, or only specific connected services or content (tell us which)
Send it from the account email if you can. If you cannot, we will ask you a few questions to verify your identity before we delete anything — this protects you from someone else deleting your work. An authorized agent may make a request on your behalf with written permission we can confirm with you.
You may also write to us at 300 Lenora Street, Ste. 391, Seattle, WA 98121.
7. What we delete, and when
| Data | What happens |
|---|---|
| Connected-service tokens and keys | Revoked and permanently deleted immediately. |
| Customer site content (cases, matters, files, client records) | Read-only for 30 days after cancellation so you can export, then deleted. |
| Account, profile and team data | Deleted within 30 days of account closure. |
| Imported analytics (Social Butterfly) | Deleted within 30 days, or up to 25 months only while an account stays connected. |
| AI prompts and history | Deleted within 30 days. |
| Encrypted backups | Cycled out within 35 days of deletion from live systems. Backups are not restored to recover deleted accounts. |
We will email you to confirm once the deletion is complete.
8. What we have to keep, and why
A small amount of information survives deletion, because the law requires it or because we need it to protect you and us:
- Billing and tax records — invoices, amounts and dates, kept for 7 years under U.S. tax and accounting rules.
- A suppression record — a hashed version of your email, kept so we do not accidentally email you again or re-create the account.
- Security and fraud logs — kept up to 12 months.
- Records needed for a live legal matter — kept only while it lasts, then deleted.
- Aggregated, de-identified statistics — these no longer identify you and are not linked back to you.
9. What we cannot delete for you
We can only delete what is on our systems. We cannot:
- Delete data held by a connected service. Your Google or Microsoft 365 mailbox and calendar, your payment processor's records, and (for Social Butterfly) each social platform's copy of your posts and analytics are held by those providers under their own policies. Ask them directly.
- Remove things already sent or published. An email already delivered, a payment already taken, or a post already live on a social platform belongs to that service's records. Handle it there.
- Delete copies made by other people. Downloads, forwards, screenshots and archives by third parties are outside our reach.
- Delete another account's data. If you were invited into someone else's workspace, we can delete your personal login and profile, but the workspace and its records belong to its owner — the professional or business that controls that account.
10. Your other privacy rights
Deletion is one of several rights you have. You can also ask us what personal information we hold about you, get a copy of it, or correct it. Our Privacy Policy explains all of them, including specific rights for California, Washington and other state residents, and the timelines we work to: confirmation within 10 business days and a full response within 45 calendar days. If you are a client of one of our customers, we pass your request to that customer, who decides how to respond.