To cancel your SmartVault subscription, you must submit a request through the portal. Once you submit the request, your subscription will terminate at the end of your current billing cycle. SmartVault will turn off all access then, preventing you and other users from accessing the portal.

Backing Up Your Documents

When you close your account, SmartVault deletes all your documents and QuickBooks entries, including:

• Documents attached to QuickBooks entries
• Notes associated with QuickBooks entries using the SmartVault Toolbar
• QuickBooks company file backups

Before canceling your subscription, back up your documents to avoid data loss. You must set up and use the SmartVault Drive to create a data backup before your subscription ends.

Closing Your Account

1. Sign in to the SmartVault Portal.
2. Click the cogwheel at the top of the screen.
   
3. Go to Account Settings > Manage Billing and Payment, then click Billing.
   
4. In SmartVault Manage Subscriptions, click the box with your subscription information.
   
5. Click Cancel Subscription.
   
6. A notice shows the subscription end date. Please let us know why you canceled your subscription, then click Confirm Cancellation.
   
7. A confirmation message shows the date your account will close. You can access your account until that date.
   
   
   • Click Remove scheduled cancellation if you decide to keep your subscription.
8. Click Close to return to the portal.
9. Once you leave this page, you must contact us to renew your subscription.