When transferring your client to your office or to another of your platforms, you often ask us to resend CODAs for that client.

We can resend the CODAs for a certain period of time (between date X and date Y) and for a maximum of two years in the past.

During a platform transfer

During a Platform Transfer request via MyCodaBox, you can directly request a resend of CODA via the Free note field.

During a transfer to your Office

When you request the transfer of a client to your Office via MyCodaBox, you can also send us a request for the resending of CODAs via Support@codabox.com