How to Transfer a Company Account ownership to a Client or a New Service Provider

When a company switches accounting firms or moves accounting in-house, the Envoice account must be updated to reflect this change.

The steps you need to take depend entirely on who currently pays for the subscription.

START HERE: Who pays for the account?

Go to Settings > Subscription to check your current subscription status.

• Option A: The Accounting Firm pays (You need to transfer ownership).
• Option B: The Client Company pays (You already own the account).

Option A: The Accounting Firm Pays (Transferring Ownership)

Use this guide if the account is owned by the service provider and you wish to take it over.

Important: The current owner must agree to this transfer.

Step 1: Grant Administrator Rights in Company Account

Action by: Current Owner (Accounting Firm) The current owner must grant the client full control.

1. Go to Settings > Users.
2. Invite the client or edit their existing user profile. Learn more about how to invite an user.
3. Set their User Role to Administrator.
   • Guide: How to change user rights?

Step 2: Take Over Billing

Action by: New Owner (Client) Once you have Admin rights, you must move the subscription to your responsibility.

1. Create a Billing Account: Set up your company’s VAT and credit card details.
   • Guide: How to create an Envoice Billing Account
2. Switch Subscription: Attach the company workspace to your new Billing Account.
   • Guide: How to switch to a different Billing Account

Step 3: Switch Software & Users

Action by: New Owner (Client)

1. Deactivate Old Users: Go to Settings > Users and deactivate the old accountants.
2. Update Integration: Go to Settings > Integrations. Deactivate the old accounting software connection and activate the new one.

Option B: The Client Company Pays (Changing Service Providers)

Use this guide if you already pay for the subscription and just need to switch accountants.

Since you already own the account, you do not need to change any billing settings. You only need to swap the people and the software.

Step 1: Update Accounting Software

Action by: Client (Admin) If your new accountant uses different software (or a new database), update the connection.

1. Go to Settings > Integrations.
2. Deactivate the active integration with the old software.
3. Activate the integration with the new software.
   • Note: Even if the software brand is the same (e.g., Xero to Xero), if the underlying account/database has changed, you must Deactivate and Re-connect.

Step 2: Update User Access

Action by: Client (Admin)

1. Go to Settings > Users.
2. Invite your new accountant as a user (Role: Accountant or Administrator). Learn more about how to invite an user.
3. Deactivate the users from the previous accounting firm to revoke their access.
   • Guide: How to deactivate a user

Frequently Asked Questions

What if the old firm refuses to transfer the account? If "Option A" applies (they pay) and they refuse to grant you Admin rights, you cannot force a transfer. You must create a new Envoice account from scratch.

Can I transfer my specific user login? Yes. User accounts (email/password) are personal. Even if you lose access to the company account, your personal user login remains active and can be invited to other company accounts.