Before you start

Ask your accountant for their Accountant ID. They find this in Client Management under Invitations.

Transfer your subscription

1. From your business name dropdown menu, select Manage business.
2. Select Transfer subscriptions from the Subscription information area.
3. On the side panel, select Transfer subscriptions, then choose Continue.
4. Enter the Accountant ID, then select Check.
5. Confirm the accountancy practice and select Continue.
6. Review the terms and conditions, then select the I understand the consequences… checkbox.
7. Choose Confirm transfer.

Your accountant receives a notification in Client Management under Invitations where they accept or decline the transfer.