Only the current account subscriber can transfer the organization to another user. The new account subscriber will be responsible for the monthly subscription payments once they've accepted the invitation.

To transfer organization to a new administrator follow these steps:

  1. Click on the organization name then select Transfer Ownership.

2. Enter the name of the new subscriber and their email address, then click Request Transfer.

NOTE: The transfer is only completed when the person taking over the subscription accepts the invite. You'll receive a confirmation email when the new subscriber accepts or rejects the subscription transfer.

Helpful Links:

Accept an Invite to take over a JuanTax Ownership (Subscription)

Firm Settings User Roles: An Overview

JuanTax Firm Settings 101

Edit or Remove Staff Access in your JuanTax Firm Settings

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