Hi, I have just signed up for an Affinity account and am looking to ‘port’ a number of clients over from the previous accountant.
The previous accountant’s subscription has lapsed therefore I believe I will need to ask each client to remove themselves from the old Affinity account then wait to be invited to mine.
- Can someone let me know how the client does this. The easier the better
- Is there another option?
Many thanks in anticipation