What happens to our data if we leave a management company?

Ask before you sign, because the answer after you give notice is rarely favorable. Associations routinely discover that owner ledgers, violation history, architectural approvals, and vendor records live inside the outgoing company's platform and come back as a PDF dump or not at all.

Get it in the agreement: the association owns its records, a full export is provided in a usable format within a stated number of days of termination, and any charge for it is stated up front rather than set at the time.

The transition-out fee and the data question are the two exit terms most likely to be negotiated away if you raise them before signing.