Your account is yours to close whenever you want. Here is exactly what happens, in order, so there are no surprises.
Step by step
- 1. You ask us to close it. You type the email address you sign in with, so we know it is really you.
- 2. We wait 7 days. Nothing is removed during this time. You can still sign in and use everything as normal.
- 3. We email you straight away. The email says the exact date and has a button to stop the closure.
- 4. You can change your mind any time. One button keeps your account open and cancels the closure.
- 5. On day 7 it is done. Your sign-in and everything in your account are removed for good.
What is removed
- Your sign-in and account details
- Documents you created, and their signing history
- Client offers and anything you shared from them
- Your Business Check-Up answers and progress
- Conversations with the assistant, tasks, and notes
- Your phone answering assistant setup
- Any links you shared with outside reviewers stop working
What we keep, and why
We keep a small record of payments and invoices because the law requires it, and a note that the account was closed so it cannot be started again by mistake. These records do not include your documents, offers, or answers.
Take a copy first
Before the 7 days are up you can download everything: a readable report you can print or hand to an accountant, and a full file for moving into another tool. After the closure finishes we cannot get any of it back.
Get a copy of your informationIf you did not ask for this
If you get a closing email you were not expecting, stop the closure with the button in that email and change your password. Nothing is removed until day 7, so there is time.