Transfer your subscription to an Accountant

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. 

1. By your business name in the navigation bar, select Manage Business Account.
   
   
2. Then select Subscriptions.
3. From the Subscription actions dropdown, select Transfer subscriptions.
   
4. From the side panel select Transfer subscriptions, then Continue. 
   
5. Enter the Accountant ID provided by your Accountant, then select Check.
   
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 recieve a notification in the Invitations area of Client Management, where they can Accept or Decline.