If you plan to cancel your PropertyBoss Historical Access subscription, please follow the steps below carefully. Your subscription will remain active and billable until all required steps have been completed.

 

Step 1: Submit a Written Notice

  • You must provide written notice of your intent to cancel at least 15 days before the end of the month.
  • Your notice should include:
    1. Your company name
    2. Contact name for cancellation-related communications
    3. Requested cancellation date

This step begins the cancellation process, but it does not complete it.

 

Step 2: Complete the Required Change in Service Form

  • After submitting your notice, you will receive a Change in Service form from Accounting or your Account Manager.
  • You must review, sign, and return this form.

Important:

  • Your subscription is not canceled until the completed form is received and processed.
  • An email notification alone is not sufficient to cancel your account.

 

What to Expect Next

  • Your cancellation will be finalized after all required documentation has been received and processed.
    1. Billing will continue until the cancellation has been fully processed.
    2. If more than 5 business days pass between the initial written notice and submission of the Change in Service form, the date the Change in Service form is submitted will be used as the effective cancellation notice date.
  • You will receive confirmation once your Change in Service request has been received and processed.
  • Your access to PropertyBoss will be terminated.
    1. Your database is retained for 30 days after termination. After 30 days, your data cannot be recovered.
    2. We recommend completing the following steps before your cancellation date:
      • Export or download any reports or data you may need.
      • Ensure financial records are finalized.
      • Notify your team of the cancellation.

 

Billing and Refund Expectations

Please note the following:

  • Subscription fees that have already been billed or incurred are non-refundable.
  • If no prior Change in Service request is on file, billing will continue until proper notice is received and processed.
  • Any applicable final invoices will still be due.

 

Need Help?

If you have questions about the cancellation process or need assistance completing the form, please contact your Account Manager at gferrell@propertyboss.com or the Accounting team at accounting@propertyboss.com.