How to take ownership of a client's subscription in the event they've moved to you.

Take ownership of a subscription from another accountant

Ask for an invitation

1. In Client Management, go to Operations and select Invitations.
2. From Subscription transfers, select Find out how to ask for a transfer.
   A panel will open with the following instructions on how to request access to the accountant's subscriptions.
   

   
   
   

   
3. Copy the Accountant ID and forward on.

How the accountant transfers ownership of subscriptions

1. The accountant needs to select the client from the list in Client Management.

2. Then select Products.

3. Then select the Subscriptions action dropdown, then Transfer subscriptions.

4. The Transfer subscription ownership sidebar opens showing subscriptions that they can transfer.

   Then select Continue.
   

5. In the Accountant ID box, enter the Accountant ID you provided, then select Check.
   
6. If the Accountant ID is valid, Client Management will display the practice name.
   
7. Select Continue.
8. They need to review the terms and conditions. Then select the box next to I understand the consequences...
9. Then select Send the transfer request.
10. They’ll receive a success message to say the subscription transfer request has been sent.

The subscription transfer request will be sent to you. The accountant can continue working as normal.