Transfer subscriptions to another Accountant

Summary

How to transfer subscriptions in Client Management.

To transfer a Sage Business Cloud product subscription to another Accountant.

Open your client in Client Management.
Click Products.
Open the Subscription actions dropdown and select Transfer subscriptions.
The Transfer subscription ownership sidebar appears. It lists the active subscriptions you own on behalf of your client.
Click Continue.
Choose who to transfer the subscription ownership to. Select Another accountant or bookkeeper.
Enter the Accountant ID. This is a Client Management unique code assigned to each practice.

NOTE: you haven't got the Accountant ID, ask the accountant to provide the ID from the Invitations area in Client Management.
Click Check. If the ID doesn’t validate, ask the accountant to confirm the code.
Click Continue.
Review the Terms and Conditions and tick the box.
Click Send the transfer request.
You'll see a success message to say the subscription transfer's sent.
Click Close.

The subscription transfer request is sent to the new accountant via Invitations in Client Management
The accountant has 30 days to accept or decline the invitation
If they accept the transfer request, the subscription ownership will be immediately transferred to them
If they decline the transfer request, you won’t receive a notification, you'll see the updated status in the sidebar
If the invitation expires, you'll see the updated status in the sidebar
You’ll receive a notification when a transfer has been successfully completed

Click Transfer subscriptions to view the status sidebar.