JonpriL
Moderator

Account management

Thank you for getting back to us, @tstruminger.

 

I'm here to share additional insights about removing your accountant profile from your client's company.

 

You can set the profile of your clients to inactive. Let me show you how:

  1. Go to the Clients page.
  2. Find your client's company.
  3. Under the ACTIONS column, click the Edit client drop-down menu.
  4. Select Make inactive.

Please note that this will only remove your client's company from your client's list and you're still an accountant to the client's company.

 

Let me know if you have any other concerns by leaving a comment below. I'll be your hand to help.