How to Cancel SimplePractice:
Step-by-Step Guide, Data Export & What Happens Next
Whether you are switching to a different EHR, closing your practice, or joining a group with a different system, here is everything you need to know about cancelling SimplePractice safely.
Before You Cancel: Have You Considered Downgrading?
If cost is the main reason you are cancelling, downgrading to a lower plan is usually better than cancelling entirely. Starter at $49/mo may meet your needs if you are cash-pay and in-person. Read the downgrade guide before proceeding.
CRITICAL: Export All Data Before You Cancel
Once you cancel, you lose access to SimplePractice at the end of your billing period. Client records remain stored by SimplePractice per HIPAA requirements, but accessing them after cancellation requires contacting support and may be difficult.
Do not cancel until you have confirmed all exports are complete and verified.
Export Checklist (Complete Before Cancelling)
Client list
Download CSV of all client names, contact info, and demographic data from Clients section
Session notes
PDF export per client or bulk export. All clinical documentation including progress notes and treatment plans
Invoices and superbills
PDF export for all invoices. Critical for client reimbursement requests and your tax records
Insurance claim history
Export all submitted claims and their statuses for record-keeping and any disputes
Financial reports
Download income and payment reports for tax purposes. Typically need 3-7 years of history
Client contact information
Ensure you have all client phone numbers, emergency contacts, and insurance information saved elsewhere
Scheduling history
Download appointment history for continuity of care documentation
How to Cancel: Step-by-Step
Log in to SimplePractice
Go to simplepractice.com and sign in.
Open Settings
Click the gear icon in the top navigation.
Go to Practice
In the Settings sidebar, click Practice.
Click Plan info
Find Plan info under Practice settings.
Scroll to Cancel account
Scroll to the bottom of the Plan info page to find the Cancel account option. Note: SimplePractice cannot cancel your account for you due to HIPAA security requirements.
Follow the cancellation flow
SimplePractice will walk you through a confirmation process. You will be shown your final billing date.
Note your access end date
Your account remains fully active until the end of the current billing period. Note this date so you know your deadline for data exports.
What Happens to Your Data After Cancellation
| Data type | What happens | Your action |
|---|---|---|
| Client records | Retained by SimplePractice per HIPAA (7 years federal minimum) | Export before cancelling |
| Session notes | Retained per HIPAA, not accessible without requesting reactivation | Export all notes to PDF before cancelling |
| Financial records | Retained, not accessible without reactivation | Download financial reports and invoices |
| Client portal access | Ends immediately upon cancellation | Notify clients in advance |
| Account reactivation | Possible by contacting support for a limited window | Contact support if you need record access post-cancellation |
Refund Policy
- No refunds for the current billing period. Your plan stays active until the end of the period you have already paid for.
- Accidental double-billing: Contact support within 180 days. Refunds for billing errors are possible.
- Processing time: Refunds (if issued) take 5-10 business days to appear on your card.
After Cancellation: Where to Go Next
TherapyNotes
Most common switch. $49/mo for solo. Solid insurance billing and telehealth. Less polished UX but significantly cheaper.
See comparison →Jane App
Best for multi-discipline practices or Canadian therapists. Similar price point to SimplePractice.
See comparison →TheraNest/Ensora
Budget option from $29/mo. Less feature-rich but adequate for simple practices.
See comparison →Frequently Asked Questions
How do I cancel my SimplePractice account?
Settings > Practice > Plan info > Cancel account (scroll to bottom). Follow the confirmation flow. Your account stays active until the end of the current billing period. No refunds are issued. Export all data before cancelling.
What should I export before cancelling SimplePractice?
Client list (CSV), session notes (PDF), invoices and superbills (PDF), insurance claim history, financial reports, client contact information, and scheduling history. Do not cancel until all exports are complete and verified.
Does SimplePractice give refunds when you cancel?
No. No refunds for the current billing period. Your account remains active until the end of the paid period. For accidental double-billing, contact support within 180 days.
What happens to my client records after I cancel?
Client records are retained by SimplePractice per HIPAA requirements (7 years federal minimum). You lose access to the platform at the end of your billing period. You can request a reactivation window by contacting support if you need access to records post-cancellation.
Can I reactivate after cancelling?
Yes, for a limited period by contacting SimplePractice support. There is no permanent deletion unless you specifically request it. Reactivation is possible if you change your mind or need to access records.