Firm Management Ownership & departures

Can I leave a firm on my own?

Yes. Any member (except the owner) can initiate their own departure from the firm.

  1. Go to SettingsProfile.
  2. Scroll to the Account actions section and click Leave firm.
  3. Confirm that you want to leave.

Your firm administrator is notified and has 14 days to manage the data split (deciding which clients stay with the firm and which go with you).

If the administrator does not act within 14 days, you can force-leave: all your clients and data go with you automatically. You will receive a notification when this option becomes available.

Note: If you are the firm owner, you must transfer ownership to another member before you can leave.

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