Export your records
Open Settings → Access & data for the workspace export controls available to your role. Reports also offer exports for their selected scope. Save the records you need before requesting closure.
Canceling a subscription
Cancel renewal through Billing to keep access for the rest of the paid period. When paid access ends, an open workspace retains read and export access. Cancellation does not delete the business or practice.
Disconnecting QuickBooks, pausing follow-up, and archiving a practice client are separate actions. They do not cancel the subscription.
Closing the workspace
The owner can request closure from Access & data after the required identity confirmation. Closure stops access and follow-up, cancels the subscription, disconnects accounting access, and schedules active workspace data for deletion after 30 days.
Other workspaces on the same account remain separate. Read the displayed consequences and the Privacy Policy before confirming closure.
Your workspace opens in a new tab.
Something still unclear?
Ask our support team. Include the step you reached and what happened. Keep passwords and financial documents out of the email.