What Happens to Your Business Accounting Software Account When You Die
Quick Facts
Financial records
Years of data
Tax implications
Data needed for final return
Professional advice
Contact accountant first
Step-by-Step Guide
Contact the business accountant
The accountant or bookkeeper should be the first call. They know the financial landscape and can advise on what records are needed and what obligations exist.
Estimated time: Day 1
Add a trusted admin user
Grant admin access to a trusted person who can work with the accountant. Ensure at least two people can access the account.
Estimated time: Day 1-3
Export all financial data
Download all reports, transaction histories, chart of accounts, customer lists, vendor lists, and any attachments (receipts, invoices). Export in multiple formats.
Estimated time: Week 1
Maintain the subscription
Keep the accounting software active until the accountant confirms all necessary data has been extracted and all tax filings are complete.
Estimated time: Ongoing
Document Now Checklist
- Accounting software name and login credentials
- Company name in the software
- Accountant/bookkeeper name and contact
- Connected bank accounts
- Subscription plan and renewal date
Last verified: June 2026. Platform policies may change. Verify current procedures directly with Business Accounting Software. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Domain Names (GoDaddy, Namecheap, Cloudflare)
Domains expire on a specific date. If not renewed, they become publicly available and can be registered by anyone.
Shopify
If you have an active Shopify store, orders may continue coming in. Your executor needs access immediately to fulfill or refund.
GitHub
Transfer important private repositories to a trusted collaborator or organisation. Go to Repo Settings → Transfer.
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