Switching Accounting Firm

This guide explains how a company can change its accounting office. The use of Netvisor can be continued if necessary by another accounting office.

The existing material is transferred under the new accounting office at the agreed transfer time. At the same time, billing is transferred to go under the new accounting office.

Make sure that there is authorisation for the transfer from both the old and the new accounting office.

Proceed as follows:

• Request that the other party fills in the transfer confirmation form details.
• Sign the form electronically with both parties.
• The form is sent for signing to both the transferring (old) and the receiving (new) accounting office.

You can access the form here.

Accounting office change process

You can start the accounting office change process by filling in and signing the transfer form: Authorisation for accounting office transfer.

1. The receiving (new) accounting office sends a signing invitation:
   • to the transferring (old) accounting office’s TPK user or person with signing authority
   • to its own accounting office’s TPK user or person with signing authority
2. The transferring (old) accounting office confirms the transfer by signing the document electronically.
3. Once both parties have signed the transfer, Netvisor customer service is automatically informed that the form has been completed. Neither party needs to contact Netvisor customer service separately.
4. Netvisor customer service carries out the transfer at the agreed time and informs the new accounting office about the transfer.
   • The new accounting office’s TPK-authorised users receive rights in connection with the transfer.
   • The new accounting office can add the remaining users itself.

Fill in the transfer form: Authorisation for accounting office transfer

Transfer month:

• Accounting office transfers are carried out according to the month specified on the form.
• The transfer is made as soon as possible after the form has arrived at Netvisor support.

User rights and contract management:

• The transferring and receiving accounting offices agree together on the transfer of user rights.
• The management of the Netvisor service contract is transferred to the receiving accounting office according to the transfer date.
• After the transfer, the receiving accounting office manages the contract and the necessary user rights.
• Netvisor support either removes TPK rights from the transferring accounting office, in which case the receiving accounting office is responsible for the complete removal of old user rights, or Netvisor support removes the transferring accounting office’s users entirely at the time of transfer.

FAQ

The client has moved under our accounting office, why haven’t I been granted user rights?

Netvisor support grants user rights to one user of the new accounting office with the TPK role. This user can grant rights to other users using the user rights copying tool.

The client has moved to a new accounting office, but I still need access to the environment. Can you grant me access?

If the contract has been transferred to a new accounting office, the new accounting office is the administrator of the Netvisor environment. In this situation, please contact the new accounting office and request them to grant access rights.

When is the accounting office transfer carried out?

The accounting office transfer is carried out according to the transfer month specified on the form, as soon as possible after the form has arrived at Netvisor support.

Do I need to contact Netvisor customer service about the transfer?

Once both accounting offices have signed the transfer form, the information about the transfer is automatically forwarded to Netvisor customer service, and no separate contact is needed.

Keywords: accounting office change, accounting office transfer, authorisation for accounting office transfer

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