we are about to take hold of a new fund client. It seems the existing accountant uses SF.
I dare say if we get approval, we can simply take over their license – is this correct?
If true, is there anything we need to know to make this happen, what we need to ask for etc?
Incidentally, if there are documents loaded and held against this client (under the work papers tab), do they come along as well, or are these a separate issue.