Restore and Retention
Deleted items remain in Recycle Bin for 30 days; restore or permanently delete from Settings → Recycle Bin.
What’s in Recycle Bin
Section titled “What’s in Recycle Bin”- Clients
- Tax years
- Fund entries
- Exports
Restore
Section titled “Restore”- Open Settings → Recycle Bin.
- Find the item type tab (Clients, Tax years, etc.).
- Click Restore on the row.
Permanent delete
Section titled “Permanent delete”Choose Delete permanently to remove immediately. Storage files for exports are cleaned on permanent delete.
Retention
Section titled “Retention”Soft-deleted records are purged automatically after 30 days. Plan restores before that window closes.