Here's a step-by-step guide to managing your TaxTank account, including options for cancelling subscriptions, letting accounts go inactive, and permanently closing your account.
Cancelling an Active Subscription
If you have an active subscription, you can cancel it at any time from the My Account page.
Your account will transition to inactive status once the subscription ends.
Bank feeds will be disconnected, and no further transaction data will be received.
If needed, you can reconnect your bank feeds in the future.
Letting Your Account Go Inactive
If you’re in a trial period, your account will automatically become inactive after the 14-day trial ends.
Inactive accounts are archived, so you can return anytime by reactivating your subscription.
Bank accounts linked during the trial will be disconnected, and no further data will be collected.
To stop the collection of historical data, you can revoke consent (see details below).
Revoking Consent for Bank Feeds
You can revoke consent for bank feeds to stop live updates and delete all historical bank feed data. This action cannot be undone.
Navigate to Bank Feeds.
Click the Settings icon in the top-right corner.
Select Revoke Access from the dropdown menu.
Confirm by selecting Yes in the pop-up.
After revoking:
Your bank or financial institution may send you an email confirmation.
To remove access after your trial has ended or in response to a Consumer Data Right (CDR) reminder, log in to your internet banking and remove the connection from your bank’s settings.
Closing Your Account Permanently
If you wish to close your account and delete your data permanently:
Go to My Account > Security Tab.
Select the Close Account button.
Confirm your decision by clicking Confirm.
Important:
Closing your account will permanently revoke access, disconnect all linked banks, and delete all transaction data.
This action cannot be undone.