Cancelling a plan

You can request cancellation when your business no longer needs the service.

Before cancelling

  • Export records you need to keep.
  • Download important files, invoices, proposals, contracts, support history, and reports.
  • Tell staff when access will end.
  • Check active subscriptions, recurring invoices, and any unpaid invoices.

What happens after cancellation

  • Access may continue until the cancellation is processed or the paid period ends, depending on your plan and policy terms.
  • Some data may be retained for a limited period for account, legal, backup, security, or billing reasons.
  • Refund handling follows the published refund and cancellation policy.

How to get help

  • Contact support with your company name, account email, workspace URL, and invoice number if relevant.
  • Ask for export guidance before access ends if you are unsure what to keep.

Good to know: Do the export first. It is much easier to tidy up while the workspace is still active.

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