What about the Services your client had subscribed to before his transfer to your Office or during his transfer to another of your platforms - which Services remain active?

Standard Transfer

The new Accountant decides which Service(s) he wants to activate :

Active Service 

BEFORE the Transfer

STATUS if Service ordered by the new AccountantSTATUS if Service NOT ordered by the new Accountant
SODA - VOILATransferredCanceled
VOICI - CAROAlways Canceled

Platform Transfer

Active Service BEFORE the Transfer

STATUS after the Transfer
 Always Transferred
Transferred if activated during transfer

activate voila service preferences
Not transferred if not activated during transfer

disable voila service preferences

Note: When a client signs a contract directly with CodaBox: only the CODA Service remains active.

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