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
CODA - SODA - VOICI - CARO
 Always Transferred
VOILA
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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