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This article applies to:

  • Product: Account management
  • Subject: Licensing

Cancel your services and subscriptions

Your firm's Licensee or Delegate can cancel your services and subscriptions by following these steps:
  1. Go to the online cancellation form on our website.
  2. Enter your firm's information in the Customer Information section.
  3. In the
    Account Number
     field, enter your firm ID.
  4. In the
    Brand
     field, select
    CS Professional
    .
  5. Type the names of each product or service to cancel in the
    Product(s) to be Canceled
     field.
  6. If you have a recent invoice number for the product or service, enter the number into the
    Invoice Number
     field.
  7. In the
    Requested Cancellation Date
     field, choose today or a future day.
  8. Complete the
    Reason for Cancellation
     field and then select
    Submit
    .
  9. Wait for a Customer Support Representative to contact you to let you know what the next steps are.

Support contracts

You can't cancel a support contract until you've met the 12-month commitment period. After the end of the month your contract is canceled, you'll be charged for each time you contact Support.
If you're canceling a support contract for a product in the Accounting CS family or Practice CS family, the support contract will be canceled for all products you own within that product family.

GoFileRoom

GoFileRoom must be canceled at least 90 days prior to your contract renewal date. After that, the service will automatically renew for one more year. Contact Customer Support to find out when you can cancel your GoFileRoom.

NetClient CS

If you own Virtual Office CS or Software as a Service and you are only canceling your client portals, we do not need a cancellation form. Your NetStaff CS administrator will need to delete the NetClient CS portals.
If you own only NetClient CS, an Administrator must create Thomson Reuters IDs for all staff who need to log into your software. Then, you'll need to update your software licenses.

Virtual Office CS or Software as a Service (SaaS)

You can't cancel Software as a Service until you've met the 12-month commitment period. Virtual Office CS can be canceled at any time.
We recommend that you back up all of your data before submitting your cancellation request. After we've processed your cancellation, your data will no longer be available to you.
If you're canceling SaaS to move to a Federal PRP license, make sure you back up all of your PRP codes using the steps in the UltraTax CS with PRP licensing: Moving from SaaS to a local or a network installation article.