Steps
Open Security
From the workspace menu choose Security. Administrators only. The security overview shows two-factor status for every user and recent security events.
Request an export
Choose Request export. You receive an email with a download link when the export is ready. It includes customers, proposals, fee structures, templates, sent PDFs and the audit log.
Request deletion
Choose Request deletion and confirm. Deletion is permanent after the confirmation period, so request an export first.
Still stuck? Email support@feebeaver.com. Professional plans get a reply within 1 business day; Firm plans get priority support.