MyCodaBox: Need to transfer your new client to your office ? : CodaBox

Create a new client via MyCodaBox - CLIENTS - New Client: even if the client already exists in our system under another Accounting Office.

MyCodaBox Academy : How to request and track your client transfers?

Watch our video and learn in a few minutes how to transfer a client to your Office that already has an active CodaBox subscription at another Office and track the status of your client transfers.

Note: the video isn't available in English but you can have a look at the FR and NL video below

Good to know:

Do we already have CODA files for this client? Request the resend of his CODA files
Follow up on your transfers ? via "Client transfer list - what do the different states mean?"
See also our related articles

Need to transfer a client to your office? Print

MyCodaBox Academy : How to request and track your client transfers?