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Checked 2 November 2026

How to cancel Surgent

KnowFully Learning Group runs Surgent continuing-education and exam subscriptions in the US. You can cancel it yourself, or hand it to us for a small fee and stop thinking about it.

We cancel it for you

$14.95once

Hand it off. Forget about it.

Give us two minutes of details and it is off your plate. We deal with Surgent so you don't have to.

  • No logging in, no support chats, no hold music
  • We email and post the notice, then chase Surgent until they confirm
  • Dated proof of delivery, in case they ever charge you again
  • Your money back if Surgent never cancels

Do it yourself

Free

Every step is on you. You will need to:

  • Research all the details on how to cancel
  • Find the cancel option in your account
  • Finish every screen until it says done
  • Follow through until you get refunded
See the steps

Your notice

Have us cancel Surgent

Fill out one short form. We mail an official termination letter to Surgent's verified address, email it to them too, and follow up until it's cancelled.

US addresses only for now.

  • No subscription
  • No account needed
  • Satisfaction guaranteed

Your cancellation notice

Surgent9111 Cypress Waters BlvdSuite 300Dallas, TX, 75019USA

Formal notice of cancellation

Dear Sir or Madam,

I am writing to give formal notice that I am cancelling the Surgent subscription held in my name, effective from the date of this letter.

Account details

Name
[Full name]
Address
[Address]
Email
[Email address]

Please treat this as written notice under your terms of service. Stop all further billing from this date and remove any stored payment details.

Please confirm the cancellation in writing to the email above, and erase the personal data you hold on me where you have no lawful basis to keep it.

Yours faithfully,

[Full name]

Do it yourself

Cancel Surgent yourself

TLDR: A subscription renews until you cancel it in writing at least 10 days before the next renewal. The terms say that cancellation takes effect the following month. An exam-review refund is a separate request to info@surgent.com within 10 days of the order, and only if the practice exams, coaching, and included CPE courses were not used.

Cancel a renewing subscription

The plan is a monthly, annual, or other subscription.

  1. 01Tell them in writing that you are cancelling the subscription.
  2. 02Send it no later than 10 days before the next renewal.

The terms say the cancellation takes effect the following month. If you do not cancel, it renews on the same terms. They do not name a mailing address for that notice. A video-stream membership is more specific: email info@surgent.com, or delete the account information in your subscriber profile. The card for that membership is charged at the start of each cycle until you do one of those.

Ask for an exam-review refund

You bought Surgent CPA, EA, CMA, CIA, or CISA review, and it is within 10 days of the order.

  1. 01Email info@surgent.com.
  2. 02Ask for the course fees to be refunded.
  3. 03Send it within 10 days of the order date.

They will not refund it after 10 days. You also must not have used any practice exams or one-on-one coaching, or opened the Surgent CPE courses that came with the review, including Ethics for Tax Professionals and Excel for Accounting and Finance Professionals.

How to know it worked

  • A subscription keeps renewing until the written cancel. The terms say the cancel takes effect the following month.
  • The Unlimited CE subscription page is titled Manual Renewal. It is $199 for one year of access from the purchase date. The general terms still say a subscription renews until you cancel it in writing.
  • Texting STOP opts you out of text messages. The subscription cancel in the terms is the written notice.

Watch out for

  • The terms do not print the clicks for deleting account information in the subscriber profile.
  • If the exam course came with printed textbooks or flash cards, a cancellation fee applies, and you may keep those materials. The fee is $300 for CMA Review Ultimate Pass, EA Review Ultimate Pass, CISA Review Premier and Ultimate Pass, and CPA Review Premier and Ultimate Pass. It can be higher if a promo gift, such as a gift card, came with the order.
  • The KnowFully refund policy on the same terms page is different: memberships, packages, certificate programs, courses, and other services can be refunded within 10 business days of purchase, if no credit has been granted. That contact is (800) 778-7436 or info@knowfully.com.
  • The refund policy and the Unlimited CE page print this address: 9111 Cypress Waters Blvd, Suite 300, Dallas, TX 75019. The phone on those pages is (800) 778-7436. The terms do not say a cancellation letter has to go to that address.

Surgent refunds

  • Exam review: within 10 days of the order, unused, by email to info@surgent.com. After 10 days, no refund. Printed books or flash cards can add a $300 cancellation fee on the courses listed above.
  • The KnowFully policy on the terms page: within 10 business days of purchase, if no credit has been granted.
  • The terms do not promise a refund of a renewal that already happened. The cancel has to be in writing at least 10 days before the next renewal.

If it did not work

No confirmation email? Then it didn't happen.

Our letter comes with a receipt. This is when it is worth having us do it.

Have us cancel Surgent
  • You cannot log in, or do not remember the email

    The notice goes to Surgent's office in your name and address. No login, no password.

  • You were charged after cancelling

    The dated notice and proof of delivery are what your bank asks for when you dispute the charge.

  • You would rather not chase support

    We post and email the notice, then follow up with Surgent until they confirm. If they never do, you get your money back.

What happens next

Two minutes from you. We do the rest.

These are the real emails from one cancellation. 15 days from form to their confirmation.

Our email saying the letter has been delivered, with a four-step progress bar
Our update, Oct 6
The company's email confirming the account has been cancelled and no further charges will be made
Their reply, Oct 8
  1. Sep 23

    Requested

    “Your VS cancellation is with us.”

  2. Sep 28

    Printed

    “Your VS letter is being printed.”

  3. Sep 28

    Shipped

    “Your VS letter is in the post.”

  4. Oct 6

    Delivered

    “Your VS letter has been delivered.”

  5. Oct 8

    Confirmed by VS

    “Your VS account has been cancelled successfully.”

Every email is dated. If they don't reply, we follow up. If a charge appears later, this is the record your bank will ask for.

Cancelling Surgent

What people ask about Surgent.

How do I cancel Surgent?

Notify them in writing at least 10 days before the next renewal. The terms say the cancel takes effect the following month. For a video-stream membership, email info@surgent.com or delete the account information in your subscriber profile. Exam-review refunds also go to info@surgent.com, within 10 days of the order.

Does Unlimited CE renew by itself?

That product page is titled Manual Renewal and gives one year from the purchase date for $199. The terms still say a subscription renews until you cancel it in writing at least 10 days before the renewal.

Can you cancel Surgent without me logging in?

Yes. The notice goes to Surgent in writing, so it does not depend on you reaching a cancel button inside your account. A lost password or a locked account does not stop it.

Does the letter ask them to delete my data?

Yes. It asks the company to erase the personal data it holds on you where it has no lawful reason to keep it, and to confirm in writing once it has.

Hand Surgent off to us$14.95 once · we handle the rest

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