Transfer your subscription to an Accountant
Description

If you're a client and want to transfer your paid subscription to your Accountant, follow the steps in this guide.

Before you start, ask your Accountant to provide their Accountant ID from the Invitations area in Client Management. 

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Resolution
  1. Select your business name from the navigation bar, and then select Manage business account.
    Manage business account menu.
  2. Then select Subscriptions.
  3. From the Subscription actions dropdown, select Transfer subscriptions.
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  4. From the side panel select Transfer subscriptions, then Continue
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  5. Enter the Accountant ID provided by your Accountant, then select Check.
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  6. Once you've confirmed the accountancy practice, select Continue
  7. Review the terms and conditions. Then select the box next to I understand the consequences...
  8. Then select Confirm transfer.

Your Accountant will receive a notification in the Invitations area of Client Management, where they can Accept or Decline

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