The 5 steps to transfer a client to your office via MyCodaBox

  1. Create a new client and accept the transfer
  2. CodaBox transfers the client to your Office ⇨ the client is visible in your Client List
  3. CodaBox sends the CODA mandate(s) to your Office for signature (*)
  4. CodaBox handles the mandate(s) signed by your client
  5. Your Office receives CODA for this client

(*) If CodaBox manages your clients' mandates

MyCodaBox Academy : How to request and track your client transfers?

Watch our video and learn in a few minutes how to transfer a client to your Office that already has an active CodaBox subscription at another Office and track the status of your client transfers.

Note: the video isn't available in English but you can have a look at the FR and NL video below

Good to know: