💼 Work & Business

What Happens to Your Bench (Bookkeeping) Account When You Die

Get final books firstCancel service

Quick Facts

Books

Get final books delivered

Tax prep

Complete any pending tax work

Service

Cancel bookkeeping service

Step-by-Step Guide

1

Get final books delivered

Ensure Bench delivers the final set of books and financial statements before cancelling the service.

2

Download all financial records

Download all monthly financial statements, tax-ready reports, and transaction records from your Bench dashboard.

3

Cancel Bench service

Cancel the Bench bookkeeping service after receiving final books and downloading all records.

Document Now Checklist

  • Bench account email
  • Monthly service cost
  • Status of current books
  • Tax filing status

Last verified: June 2026. Platform policies may change. Verify current procedures directly with Bench (Bookkeeping). This guide is for informational purposes only and does not constitute legal advice.

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