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Closing your account and exporting your data

Export everything first, then close with a 30-day grace period. We keep only what HMRC requires.

You can close your account at any time. GDPR right-to-erasure is taken seriously: we suspend immediately, delete what we're allowed to delete after a 30-day grace period, and keep only what HMRC's record-retention rules require.

Before you close — export your data

Settings → Data → Export all data kicks off an async export. We email you (and ping the bell) when it's ready — usually within an hour, depending on size. You get a single ZIP containing:

  • JSON for every database row you own
  • CSV for every major table — easier in Excel
  • PDFs — every invoice you issued, every receipt PDF
  • Receipt images — every scanned receipt, original quality
  • HMRC submissions — every VAT, ITSA, RTI, CIS XML plus IRmark receipts

The download link is valid for 7 days, then expires (you can re-export anytime).

Closing the account

Settings → Delete account → Request deletion:

  1. Account suspended immediately — no one can log in.
  2. Confirmation email with a "Cancel deletion" link valid for 30 days.
  3. After 30 days, everything is deleted except the HMRC-retained records.

What we keep after deletion

HMRC requires retention for the statutory period (6 years from end of the relevant tax year). After your account is deleted:

  • Submitted returns (VAT, ITSA, FPS, CIS300) — kept until the 6-year window expires, then purged.
  • Invoices you issued — kept 6 years from the issue date.
  • The audit row recording your deletion request — kept for legal record, personal data redacted.

Everything else (personal details, credentials, draft work) is deleted in full after the grace period.

Cancelling deletion

During the 30-day grace period, click "Cancel deletion" in the confirmation email, or use Settings → Cancel deletion. Account is restored immediately, no data loss.

Last updated 5/30/2026.

Closing your account and exporting your data · AccountantUK help