Switching Accounting Firm : Netvisor

Note! The instructions were updated on 5.12.2024

This guide explains how a company can change its accounting firm. The use of Netvisor can be continued if necessary by another accounting firm. The existing material is transferred under the new accounting firm at the agreed transfer time, and this also transfers the billing to go under the new accounting firm. Authorization is required from both the old and new accounting firms for the transfer. In the transfer of the accounting firm, one party fills in the transfer confirmation form details and then sends it to both parties for signing. You can access the form here.

Accounting firm change process

1. The receiving (new) accounting firm sends a signing invitation to the transferring (old) accounting firm's TPK user or person with signing authority, as well as to their own accounting firm's TPK user or person with signing authority.

2. The transferring (old) accounting firm confirms the transfer by signing the document electronically.

3. Once both parties have signed the transfer, the information about the form completion is automatically sent to Netvisor customer service, so neither party needs to contact us separately.

4. After this, the transfer is made in customer service at the agreed time, and we notify the new accounting firm about this. The new accounting firm's TPK authorized users receive rights during the transfer, and the remaining users can be added by the accounting firm.

Here is the transfer form Authorization for accounting firm transfer

Transfer month: Accounting firm transfers are carried out according to the month specified on the form as soon as possible after the form arrives at Netvisor support.
User rights and contract management: The transferring and receiving accounting firms agree together on the transfer of user rights. The management of the Netvisor service contract is transferred to the receiving accounting firm according to the transfer date, after which the receiving accounting firm manages the contract and necessary user rights. Netvisor support removes either TPK rights from the transferring accounting firm, and the receiving accounting firm is responsible for the complete removal of old user rights, or Netvisor support removes the transferring accounting firm's users entirely at the time of transfer.

FAQ

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

Netvisor support grants user rights to one user of the new accounting firm 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 firm, but I still need access to the environment. Can you grant me access?

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

Keywords: accounting firm change, accounting firm transfer, authorization for accounting firm transfer

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.

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