Transfer Clients to another accountant/ remove clients
option to transfer a client from one partner to another directly from their dashboard or an option to remove the client
20
votes
Paula Georgieva
shared this idea
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Neda Trifonova commented
Transfer Clients to another accountant in bulk.
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Carl Willcock
commented
Transferring licence from one accountant to another - why on earth do we have to go through a crazy time-consuming process EVERY time?? Why can't the old accountant just be able to transfer the licence immediately to the new accountant like we do with Xero? Surely, I'm not the only accountant fed up with the long-drawn out process??