Make it easy for you! Add a new client via MyCodaBox, even though the client already exists in our system under a another office.


How does it work?

If you want to add a customer via the 'New Client' page, MyCodaBox will give you a notification that the client already exists with the possibility to request a transfer.

With the message 'Do you want to transfer the client to your office' you simply confirm this question and all the data that you have just entered in 'New client' will be passed on to our administrative department. At that time your request is registered and you can track the status of your request on the 'Client Transfers' page. You do not have to send us an e-mail.


Confirmation of transfer 

Only if the client's folder is still active with his former accounting office, the client for whom a folder transfer has been requested via MyCodaBox, receives an email from us, he must explicitly confirm his agreement to have his folder transferred to your office. 


Sign documents?

If your client already existed in our system and was transferred to your office, the client must always sign mandate documents (such as every 'normal client'). If we already have CODA files for this client, we can deliver them again to your office (Just ask support@codabox.com).


Follow-up ?

Track your requests via 'Client Transfer List'. These are the different steps that a request goes through: