Software & SaaS

Replacing or cancelling the software a business runs on.

• What happens if I cancel this?See what stops, what could be deleted, what to export and what depends on a service before you cancel it.22 things checked in a typical plan
• Cancel a SaaS platform your business usesCancelling a SaaS platform can delete data, break website forms and automations, and leave DNS records that let someone take over your subdomain. Export, disconnect and clean up in the right order.21 things checked in a typical plan
• Replace your accounting softwareMoving to new accounting software means agreeing a conversion date, tying out opening balances and reconnecting everything that feeds your books. Here's the safe order.25 things checked in a typical plan
• Replace your CRMReplacing your CRM means mapping your data, keeping consent records, and reconnecting every form and integration that feeds it. Here's the safe order.26 things checked in a typical plan
• Switch payroll providersSwitching payroll providers means carrying over year-to-date totals, handing over tax filings and getting employees set up before the first pay date. Here's the safe order.22 things checked in a typical plan
• Replace your booking or scheduling softwareReplacing your booking software means moving every future appointment, client balance and booking link without double bookings. Here's the safe order.24 things checked in a typical plan

Also related

• Replace a business credit cardA new business card number can quietly pause ads, suspend email or let a domain lapse. Find every service billed to it and update them in order of impact.19 things checked in a typical plan
• Switch payment processorsSwitching payment processors means moving checkout, subscriptions and saved cards, then keeping the old account for refunds and disputes. Plan the overlap first.19 things checked in a typical plan
• Move from Google Workspace to Microsoft 365Move mail, calendars, Drive files and sign-ins from Google Workspace to Microsoft 365 in a safe order, without bouncing mail or locking anyone out.45 things checked in a typical plan
• Move from Microsoft 365 to Google WorkspaceMove Exchange mailboxes, OneDrive, SharePoint, Teams and sign-ins from Microsoft 365 to Google Workspace in a safe order, without bouncing mail or stranding devices.45 things checked in a typical plan
• What happens if I cancel Google Workspace?See what stops when you cancel Google Workspace, what could be deleted, what to export first, and what to move so your email, logins and Google services keep working.29 things checked in a typical plan
• What happens if I cancel Microsoft 365?See what stops when you cancel Microsoft 365, what may stop later, what could be deleted, and what to export and move first so mail, files, phones and sign-ins keep working.30 things checked in a typical plan
• Change your business email providerMove your business mailboxes to a new provider, such as from a web host's email to Google Workspace, Microsoft 365 or Fastmail, without losing mail or breaking DNS.24 things checked in a typical plan
• Switch transactional email providersSwitching transactional email providers means authenticating your domain, carrying over suppression lists and updating every app that sends. Here's the safe order.21 things checked in a typical plan
• Move your website to a new platformMoving your website to a new platform means a full redirect map, carrying over content and SEO details, and switching DNS without breaking email. Here's the safe order.29 things checked in a typical plan