If you no longer need Connectworks services for one of your clients, you can either discard or archive the client.
Discarding the client will cancel your paid subscription and delete all documents and data associated with that client.
Discard Clients
You may discard the client if you no longer need to hold onto all the AML information, documents, client history, or any other data associated with the client.
You may download the reports and documents before you discard the client.
Discarding will also cancel any paid subscription associated with the client. No refund or credit is given for any unused time on the subscription.
In case you accidentally discarded the client, you have until the day the subscription is due to end to restore it.
Archive Clients
Archiving, on the other hand, safely stores all documents and data so you can access them later.
Archiving clients is the best option to keep all the data surrounding your client in one place. We offer a 10-year archive subscription for just $75 + GST.
You can activate this plan from the change plan menu. It will activate immediately, and any remaining time on the current paid subscription will be credited towards the price of the subscription plan.
Should the need arise to access the data of an archived client, just change the plan back to the appropriate paid subscription plan, and all your data will be available to you.