Close your firm

Closing your firm takes it out of use for everyone on your team and deletes everything it holds 30 days later. Only an owner can do it.

Before you start

Download a copy of everything you need. Under Close firm, click Download all your data, confirm it's you, and click Download. You get your forms, responses, reports, leads, workflows, bookings, payments, emails, files and the activity log in one download. See Export your firm's data.

Close your firm

1. Go to Settings → Data & privacy.
2. Under Close firm, click Close firm….
3. Type your firm's name exactly as it appears.
4. Enter Your password. If you don't use a password, this works within 15 minutes of signing in.
5. Click Close firm.

What happens next

Right away:

• your forms stop taking answers;
• your plan is canceled;
• everyone working in the firm is signed out of it;
• your firm's owners get an email with the date everything will be deleted.

A week before that date, the owners get a last reminder. Thirty days after you close it, everything the firm holds is deleted for good: its clients' answers, reports, emails and files.

Changed your mind?

Until the 30 days are up, the firm can still be brought back. Reply to the email OneForm sent when you closed it, and say what happened.

Good to know

• Your own account stays. Closing the firm doesn't delete your OneForm account or your other firms. To delete your account too, see Leave a firm or delete your account.
• Admins can't close the firm. The Close firm section only shows for owners.

Why don't I see Close firm?

• You're not an owner. Only owners see it. Ask an owner, or ask them to make you one.

Why won't the Close firm button work?

• The name doesn't match. Type the firm's name exactly as it appears on the page.
• Your password isn't right, or you signed in too long ago. Enter your password, or sign out, sign back in with an email link, and try again within 15 minutes.