Data Act Switching and Exit Policy
In this document
Why this policy exists
Your accounting records, your customer and supplier lists and your employee records are yours. They should never be the reason you stay with us. This policy explains how you take them with you, to another provider or to your own systems, and what we do with them once you have gone.
It sets out how we meet the rules the EU Data Act (Regulation (EU) 2023/2854, articles 23 to 31) sets for switching between data processing services, which apply to SorviAI as a cloud service offered in Germany, whatever our size, since 12 September 2025. The binding terms are in the exit clause of our Terms of Service; this page explains how they work in practice, and if the two ever differ, the Terms prevail.
Who this policy applies to
It applies to every business customer whose workspace is set up for Germany. Where the Data Act or German law gives you more than this policy does, the law applies.
Your right to leave with your data
- You can ask to leave, or to take a copy of your data, at any time.
- No notice period applies, and you do not have to give a reason.
- We make no charge for switching, exporting or transferring your data, or for reasonable help with a move.
- We help you move to another provider or to your own systems, and we do not put technical, contractual or commercial obstacles in the way.
How to start
Email [email protected] from an address on the account, saying whether you want a copy of your data, a move to another provider, or both, and whether you want your data deleted afterwards. We acknowledge your request within 2 working days and agree the steps with you. Today our team prepares the export by hand, because the product has no single export of a whole workspace.
The transitional period
We complete a switch or a copy within 30 days of your request. If you ask before your subscription ends, the service continues on your plan until the transitional period is over, even if the subscription would otherwise have ended first, so you can keep working and keep exporting.
If a switch is technically impossible within 30 days, we tell you within 14 working days of your request, explain why, and propose a longer period of no more than seven months.
What you can take
All of your data: what you entered or imported, the records and metadata created by your use of the service, and the files you uploaded. You receive it in the formats the product’s export functions produce (CSV, Excel and PDF, and files in their original format), and, for modules without an export function, in CSV extracted by our team. We exclude none of your data. Our own operational records, such as security logs, are not your data. The annex lists what each module exports today.
The retrieval period
When your subscription ends, every application locks at once and only the sign-in and billing screens respond, unless a switch you asked for is still under way. For at least 30 days after the end, our team exports your data for you on request, free of charge. We do not delete your workspace automatically, so you can also subscribe again and pick up where you left off.
Erasure
When you ask us in writing, once any switch is complete, we delete your data from our live systems within 30 days and confirm the deletion to you in writing. Backup copies are overwritten within 7 days after that. Deletion is permanent and cannot be reversed. We keep data only where the law requires us to, and protect it while we do.
Charges
None. Switching, exporting, extracting data from modules without an export function, transferring it and deleting it are all free. Your subscription fees stop as the Refund Policy describes.
Suspension never blocks your export
A suspended workspace cannot be signed in to, which also blocks the product’s exports. Suspension never removes your right to your data: email [email protected] and our team exports it for you, as the Abuse Policy explains.
Where our infrastructure is
The application, the database and uploaded files are hosted by DigitalOcean in its London region, in the United Kingdom, behind Cloudflare’s network. Our sub-processors and their locations are listed on our Compliance page, and the protection against unlawful access by public authorities is described on our Security page.
Your own retention duties
German tax law requires your business to keep its books and annual financial statements for ten years, its accounting vouchers (including invoices) for eight years and other tax-relevant documents for six years (Abgabenordnung, section 147 (3)), and to give the tax office its data in a machine-readable form in a tax audit (section 147 (6)). That duty continues after you leave SorviAI. SorviAI is not your only accounting record: it is not certified against the GoBD, has no export prepared for a tax audit and no DATEV or SKR export, and cannot issue or read XRechnung or ZUGFeRD invoices. Books kept in SorviAI are held in London, outside the EU, which needs your tax office’s approval (Abgabenordnung, section 146 (2b)). SorviAI POS is not offered in Germany, because it has no certified technical security device (TSE) (Abgabenordnung, section 146a). Keep your books, invoices and tax-audit data in tools that meet German requirements. Our backups are kept for seven days to recover the service; they are not an archive. Ask for your export, and keep your own copy, before you ask us to delete your data.
Changes to this policy
We will not reduce the rights in this policy without giving workspace owners at least 30 days’ notice by email, and you may leave, on these terms, before a change takes effect. This is the first published version. Every later version will be published here with its date, and earlier versions will be kept at this address.
How to contact us
Please write to us in English. If you think we have not met the Data Act, you can also complain to the Bundesnetzagentur, the authority Germany has designated to enforce it (Data Act, article 38), at www.bundesnetzagentur.de.
Annex: your data, module by module
What each module exports in the product today. Exports run per screen or per report; list exports stop at 20,000 rows, and our team fills every gap on request.
| Module | Your data | How you get it today |
|---|---|---|
| Finance and Inventory | Contacts, items, quotes, orders, invoices, bills, payments, expenses and other records | List exports as CSV or Excel, up to 20,000 rows each; single documents as PDF; reports as CSV, Excel or PDF |
| Worklink | Employees, attendance, leave, shifts, timesheets and visitors | Attendance records as CSV, Excel or PDF; employee and visitor lists as CSV; Worklink reports as CSV |
| Repairs | Repair tickets and their history | Ticket lists as CSV or Excel |
| Nest | Your files and folders | Each file downloads in its original format, one file at a time |
| TeamEmail | Synced messages, attachments and internal notes | No export function: our team extracts the data in CSV, with attachments as files |
| Storefront | Catalogue settings, pages and enquiries | No export function: our team extracts the data in CSV |
| POS | Not offered in Germany | SorviAI POS has no certified technical security device (TSE), so we do not offer or supply it for use in Germany |
| Escalate | Help desk tickets, contacts and messages | No export function: our team extracts the data in CSV |
| German tax files | Tax-audit data, DATEV or SKR exports and structured e-invoices | None: SorviAI has no export prepared for a tax audit, no DATEV or SKR export, and produces no XRechnung or ZUGFeRD invoices. Keep these in tools that meet German requirements |