TaxJar Pro: How to transfer client billing?
How do I update who manages my client's billing?
If you need to update who manages your client’s billing, please e-mail TaxJar support.
- A support representative will reach out to you within our standard business hours to notify you when we've reset the Client's Account.
- Once our Support team has disconnected the client’s account, please send your client a new invitation.
- Then, you can select who will manage and be billed for the account’s subscription*.
*At this time, Plus Accounts are billed directly through the client as we mention here.
- If you have questions regarding your client's Plus account, please reach out to support via the contact details within their TaxJar Account > Plus Support.