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Cancel PRECISEFP
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I hereby notify you of my decision to terminate the contract relating to the Precisefp service.
This notification constitutes a firm, clear and unequivocal intention to cancel the contract, effective at the earliest possible date or in accordance with the applicable contractual period.
Please take all necessary measures to:
– cease all billing from the effective date of cancellation;
– confirm in writing the proper processing of this request;
– and, if applicable, send me the final statement or balance confirmation.
This cancellation is addressed to you by certified e-mail. The sending, timestamping and content integrity are established, making it a probative document meeting electronic proof requirements. You therefore have all the necessary elements to proceed with regular processing of this cancellation, in accordance with applicable principles regarding written notification and contractual freedom.
In accordance with personal data protection rules, I also request:
– deletion of all my data not necessary for your legal or accounting obligations;
– closure of any associated personal account;
– and confirmation of actual data deletion according to applicable privacy rights.
I retain a complete copy of this notification as well as proof of sending.
Important warning regarding service limitations
In the interest of transparency and prevention, it is essential to recall the inherent limitations of any dematerialized sending service, even when timestamped, tracked and certified. Guarantees relate to sending and technical proof, but never to the recipient's behavior, diligence or decisions.
Please note, Postclic cannot:
- guarantee that the recipient receives, opens or becomes aware of your e-mail.
- guarantee that the recipient processes, accepts or executes your request.
- guarantee the accuracy or completeness of content written by the user.
- guarantee the validity of an incorrect or outdated address.
- prevent the recipient from contesting the legal scope of the mail.
Cancellation Precisefp: Easy Method
What is Precisefp
Overview
Precisefp is a subscription-based financial planning SaaS designed to streamline client fact-finding, plan creation, and CRM workflows for financial advisers.
The platform emphasizes form customisation, CRM integrations, and client data collection tools to speed up financial planning processes.
Who uses it
Primarily financial advisers, wealth-management firms, and practices that need structured fact-finding and plan data capture.
Users value integrations and customer support while noting some setup or customization effort may be needed.
How to cancel Precisefp
Cancel from the web (recommended)
- Sign in to your Precisefp account on the web.
- Go to Settings → Subscription → Cancel Subscription.
- Confirm the cancellation by entering your account password when prompted.
- After cancelling you will receive a confirmation email.
For step-by-step guidance, see the official billing help article: Precisefp billing help.
App store note and special cases
- There is no separate cancellation flow documented for Apple App Store or Google Play; cancellation instructions are provided via the web platform only.
- If you subscribed through an app store, check the store’s subscription management for billing but follow Precisefp web instructions for account cancellation per the terms of service.
Refer to Precisefp terms for platform notes: Terms of Service.
What happens when you cancel
Access after cancellation
Cancellation stops future billing but does not retroactively refund past charges.
You will typically retain account access until the end of the paid billing period unless otherwise stated in your plan terms.
Data and renewals
Your account data and settings generally remain intact while you retain access; export any critical client data before access ends.
Canceling prevents automatic renewal at the next billing date; confirm cancellation with the confirmation email you receive after cancelling.
Will I get a refund?
Refund policy
Precisefp does not issue refunds for any unused portion of a paid subscription after cancellation.
This no-refund policy is stated in their Terms of Service: Precisefp Terms of Service.
Free trial exceptions
- Precisefp offers a 14-day free trial during which you won’t be charged.
- You can cancel anytime during the 14-day trial with one click to avoid being billed.
- Billing begins only if you continue past the trial period.
Trial details: Try Precisefp (trial page).
Precisefp plans and pricing
Pricing summary
Official published pricing is shown in USD. No INR-based pricing was found publicly for India (2024/2025).
Contact Precisefp directly for exact INR rates or conversion from USD.
How to get exact pricing
- Visit the Precisefp website or contact sales for custom or enterprise quotes.
- Convert USD prices to INR using your bank or payment provider rates for an approximate local cost.
| Plan | Period | Price (USD) | Notes |
|---|---|---|---|
| Standard | monthly | $85 - 89 / month | Official USD pricing; confirm current rates with Precisefp sales. |
| All plans | annual / monthly | Contact for pricing | No public INR pricing found; contact Precisefp for India pricing. |
Your consumer rights in India
Trial and cancellation timing
Indian users should cancel within the 14-day free trial to avoid subscription charges, as the trial is voluntary and billing starts only after the trial ends.
Information about the trial is available at: Precisefp trial page.
Refunds and statutory rights
- Precisefp’s Terms of Service state that they do not provide refunds for unused portions of a paid subscription.
- There is no automatic statutory 14-day paid-refund entitlement under Precisefp’s policy; users must rely on the offered free trial to avoid charges.
See the Terms of Service for contractual rights: Precisefp Terms of Service.
Customer experiences
Positive feedback
- Users praise strong CRM integrations, ease of data gathering, and customisability.
- Several reviewers highlight excellent customer support and improvements to advisory workflows.
- See reviewer examples on G2 and Capterra: G2 reviews, Capterra India reviews.
Negative feedback
- Some users report a learning curve when customising forms or templates and occasional formatting or conditional logic glitches.
- Other comments note limitations such as lack of discounts, manual re-integration needs when syncs disconnect, and limited bank-balance visibility.
- Balanced reading of reviews is recommended before committing to a plan: G2 reviews.
Documentation checklist
Before you cancel
- Account email and login credentials.
- Date trial started and billing date (if already billed).
- Invoice or payment receipt for the current subscription period.
Proof and follow-up
- Take screenshots of the cancellation confirmation screen and the confirmation email.
- Save any correspondence with Precisefp support regarding cancellation or billing disputes.
Common mistakes
Relying on app-store cancellation alone
Users sometimes cancel only via the App Store or Google Play while Precisefp’s documented cancellation flow is via the web platform.
Check both the store subscription and the Precisefp web Settings to ensure cancellation is complete.
Missing confirmation and trial deadlines
Not confirming cancellation with your account password or not saving the confirmation email leads to uncertainty about the cancellation status.
Also, failing to cancel within the 14-day free trial causes automatic billing when the trial ends.
Comparative recap
At-a-glance comparison
The table below summarises cancellation, refund, and trial features for quick reference.
Use this to check what to expect before you cancel.
| Period | Period | What to expect | Reference |
|---|---|---|---|
| Cancellation method | monthly | Cancel via web: Settings → Subscription → Cancel; confirm with password; get email confirmation. | Billing help |
| Refunds | annual | No refunds for unused portion after cancellation; trial is the main way to avoid charges. | Terms of Service |
| Free trial | monthly | 14-day free trial; cancel during trial to avoid billing. | Trial page |
After cancelling
Confirmations and exports
- Save the cancellation confirmation email and any on-screen confirmation.
- Export client lists, templates, or plan data you need before access ends.
Where to get help
- Billing and cancellation help: Precisefp billing help.
- Terms and refund details: Terms of Service.
- Trial information: Trial page.
Address
Headquarters
101 Crawford Corner Road, Suite 1324, Holmdel, NJ 07733, United States.
Contact and locations
For official contact, sales, or billing enquiries, use Precisefp’s website contact channels listed on their site and the Terms of Service: Terms of Service.