Removing a client no longer with my firm
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CPAFirm_Wallace
Expensify Customer Posts: 16 Expensify Admirer
How do we Remove a client from our Expensify Account so the client can handle Expensify and billing on their own? I no longer will need access to their account as they no longer my client.
Answers
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Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify TeamOptionsHi @CPAFirm_Wallace, you would want to set their Role to Policy Admin and then get them to Take Over Billing for the policy.
