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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

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Paula Georgieva shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminStephen Edginton (Admin, Dext) responded  · 

This is available from support. We have to ensure both parties agree on these transfers and we have clear audit logs, but we have automated this process so it is instant for our team to action once approved.

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  • Michelle Allen commented  ·   ·  Report

    Transfer subscription to a new accountant/bookkeeper directly

  • Neda Trifonova commented  ·   ·  Report

    Transfer Clients to another accountant in bulk.

  • Carl Willcock commented  ·   ·  Report

    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??