Taking over a client from another accounting firm:
To initiate the process of taking over a client from another accounting firm, please follow these steps:
- Either the client or the current accounting firm needs to contact Knit Support at email@example.com.
- Provide written confirmation from both the client and the current accounting firm, expressing the client and accounting firm's consent and agreement to transfer the account.
To transfer a client to another accounting firm or off-board a client from your practice:
- If you are the master accountant of the accounting firm, reach out to Knit Support at firstname.lastname@example.org.
- Provide written notice stating your intention to transfer the client to another accounting firm or to off-board the client from your practice.