Forum Discussion

KellyAAA's avatar
2 months ago

Change of Ownership

Hi, I have the age old problem of the Owner status being ascribed to the inhouse bookkeeper and the actual business/file owner having the "admin" status that I need to have fixed on behalf of the ow...
  • Isaiah_C's avatar
    2 months ago

    Hi KellyAAA,

     

    Thank you for the post. Please reach out to our live agent through our virtual assistant MOCA or submit a support case via MyAccount who will be able to send you the Change of Details form along with instructions on how to complete it.

     

    Regards,

    Sai