This guide explains how the use of Netvisor can be transferred from an accounting firm to the company itself if necessary. In this case, the management of the Netvisor environment, the contractual relationship, and the billing for the use of the service are transferred from the accounting firm to the company itself. The existing material is transferred to the company at the agreed transfer time. The transfer requires an authorization form, which authorizes Visma Solutions Oy to dissolve the accounting firm link and transfer the customer company's material usage rights to the customer itself.

CONTENTS

Direct Customer Transfer Process

  1. The transition to a direct customer is handled at the initiative of either party, so that one party fills in the confirmation form details and then sends it to both parties for signing. With the signatures on the form, the customer company and the accounting firm confirm the termination of their mutual Netvisor agreement. In a direct customer transfer, the customer company is transferred as a direct customer of Visma Solutions Oy ("Visma") for the Netvisor service. You can access the form from this link Confirmation of Direct Customer Transfer
  2. Information about the form being filled out is automatically sent to Netvisor's customer service, so you do not need to contact us separately. Before transferring to a direct customer, we check the credit information of the companies. If this is in order, the transfer can be made. If there is any obstacle to the transfer, we will notify you by email. The turnover class is also checked during the transfer and corrected if necessary.
  3. When the above matters are in order, the transfer can be made. In connection with the transfer form, a choice is made according to which Netvisor support removes all user rights of the transferring accounting firm from the company's environment, all user rights of the transferring accounting firm are retained as they are, or Netvisor support removes only TPK rights during the transfer and the company itself is responsible for user rights after the transfer.

Netvisor Service Billing

Invoices for the use of Netvisor are primarily delivered as e-invoices. If the company does not use e-invoicing, you can provide, for example, an email address to which invoices can be sent. In addition, we need the company's postal address or scanning service address (not an email address) for billing purposes.  

We reserve the right to charge €5 per paper invoice sent.

Service Package and Pricing

The transfer does not affect the service package in use by the company, but it remains unchanged as a rule. If the Light package is in use, it will be updated to the Basic package. The Light package is only available through Netvisor's accounting firm partners. Any accounting firm-specific discounts in use will be removed. In addition to the service package, transaction fees are billed normally according to the realization and our price list. You can change the package through the Store if you wish.

Transfer Month

As a rule, the transfer time is at the beginning of the month, due to billing, we make direct customer transfers starting from the 5th day of each month at the earliest.

User Rights and Contract Management

During the transfer, the company's user management and main user rights are assigned to the person you name.

“The main user refers to the natural person named by the Customer, who is given the main user rights of the Service, which include the rights to establish new user accounts, add or remove Service sections, and sign contracts within the Service; and who acts as the Customer's representative.”

Tax Authority Certificate

After the direct customer transfer, your company must apply for a system-specific certificate for sending statutory notifications, as the accounting firm-specific certificate will no longer be valid. More information in our guide Tax Authority Certificate 

Useful Links

keywords: direct customer transfer, change of contractual relationship, direct customer relationship



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