To transfer an existing Receipt Bank account to Deloitte, the subscriber simply logs into their Receipt Bank account and completes the following steps:
- Click on 'Account Settings' (top right) and select 'Account Details' tab
- Click on 'Grant Access' button, which will allow you to invite Deloitte to the account
- Please add firstname.lastname@example.org to the invite, which will be actioned on receipt
- When completed, the existing Receipt Bank account will be added to the Deloitte Practice subscription
- You will be billed annually in advance for your subscription
Note: All transactional history will be retained, your login credentials and user access will be unchanged and if required, your Receipt Bank account will be transferred back to you on request.
If you need any assistance, please contact the Connect Platform Team at email@example.com.