Transfer subscription from old bookkeeper to new
Hi, we have been requesting that a subscription be transferred from our old bookkeeper to our new, but the old bookkeeper is insisting that a form be completed and sent. We cannot locate this, and would have thought the process would be a little easier. We are concerned that the old bookkeeper is still accessing our financial information, and this is a breach of privacy. The only form we have found is a Change of Ownership form, which is not the correct form. Thank you