Removing Clients and Cancelling Subscriptions

Removing Clients and Cancelling Subscriptions

If you no longer need the services of Connectworks for one of your clients, you have the option to 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

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 discard 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.

You have until the day the subscription is due to end to restore the client, in case you discarded the client by accident.

Archive Clients

Archiving, on the other hand, will safely store all the documents and data so you can access them at a future time.

Archiving clients is the best option when you want to keep all the data surrounding your client in one place. We offer a lifetime archive subscription for just $75 + GST.

You can activate this plan from the change plan menu. This plan will activate immediately and any remaining time on the current paid subscription will be credited towards the price of the subscription plan.

Should the time arise when you need 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.