Other Questions

Hello TheEquityLab,

Welcome to the Community - thank you for your question!

You will first need to have access to the client's account. They will need to send an invite from their side through the My Accountant tab. Once you have accepted the invite, you will be able to follow the below instructions:

1. Select the Gear icon on the Toolbar.

2. Under Your Company, select Your Account.

3. From Your Accountant page, select Move clients to wholesale. (If you have not entered billing information yet, this button will be greyed out.)
4. On the Move clients to wholesale billing screen, place a check-mark (✔) next to each client you wish to move.
5. Select Next.
6. Review to ensure selected clients are correct, then select Move Clients.
7. You will see a screen that lists all clients who were correctly migrated and any clients whose migration failed

Please let us know if you have any further questions.

Thanks,

Talia