Internal: CBS: Client Transfers (from Accountant to Accountant)

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Occasionally an accountant can acquire a Client Bookkeeping Solutions (CBS) client that was licensed under another accounting firm. These client modules may only be transferred from one accountant to another. Any client software will not be transferred, and the assumption is that the client will retain the software that as already been installed.

CBS ASP companies are non-transferable.

Completing a CBS Client Transfer

Exceptions for CBS ASP Clients

The only exception for a CBS ASP client would be if the client started off as a desktop client.