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Transferring a Company to a Different SimplePay Account

You can transfer your company to another account when you need to change billing responsibility and administrative control.

Before you start

You'll need:

  • Full access rights to the company that you're planning to transfer.
  • The email address of the Receiving User, who must also have full access to their account.
  • Agreement with the Receiving User to complete the process within 72 hours.
  • To understand the permission roles in the company transfer process:
    • Transferring User: The Account Owner or Admin User with full access to the account that contains the company.
    • Receiving User: The Account Owner or Admin User with full access who will be accepting the transfer on the destination account.

How to Transfer Your Company: The 3-Step Process

Step 1: Initiate the transfer

As the Transferring User, you must:

  1. Log in to your account.
  2. Click on the Profile icon > Companies.
  3. Click the dropdown arrow next to the company that you need to transfer, and select "External Transfer".
  4. Enter the Receiving User's email address.
  5. Click Transfer. You'll see a banner at the top: Transfer Initiated.
Step 2: Accept the transfer

The Receiving User must:

  1. Log in to their account within 72 hours.
  2. Click on the Profile icon > Companies.
  3. Click the banner at the top: "Need to accept a transfer request? Click here".
  4. Enter the One-Time PIN (OTP), and click Proceed.
  5. Review the transfer summary to confirm if the G-reference number is correct.

  6. Accept or reject the transfer:

    • To accept the transfer, click Proceed. A banner will appear: Transfer Accepted.
    • To reject the transfer: Click Cancel Transfer. A banner will appear: Transfer Cancelled.

    An email will be sent to all Account Owners and Admins with full access confirming that the transfer has been accepted by the Receiving User.

  7. If they have accepted the transfer, the system will send them an email containing an OTP.

    Forward the email

    The Receiving User should forward this email to the Transferring User so that they can complete step 3.

Step 3: Finalise the transfer

As the Transferring User, you must:

  1. Find the email with the OTP that was forwarded by the Receiving User.
  2. Log in to your own account.
  3. Click on the Profile icon > Companies.
  4. You'll see a yellow icon with an exclamation mark in the same row as the company. Click on the dropdown arrow, and select "External Transfer".
  5. Enter the OTP, and click Proceed. A success message will appear at the top of the screen: Client transfer finalised successfully.

An email will be sent to all Account Owners and Admin Users with full access, confirming that the transfer has been finalised.

Quick References

The 3-Step Process

Transfer stage User responsible Time limit Required information
Initiate transfer Transferring User N/A Receiving User's email address.
Accept transfer Receiving User 72 hours OTP from email.
Finalise transfer Transferring User 72 hours OTP from Receiving User.

User Access Requirements

User type Required access level
Transferring User Account Owner or Admin User with full access to the company being transferred.
Receiving User Account Owner or Admin User with full access to the destination account.

FAQs

I have accepted a company transfer. Why doesn't it show on my account yet?

You need to forward the email containing the OTP to the Transferring User to finalise the process (see Step 2 above). If you have already completed this step, please reach out to them to confirm that they've received the email with the OTP.

The Receiving User said that they haven't received an email from us (Transferring User).
  • To receive the email, the Receiving User must have an account with SimplePay.
  • If they have an account and are still on trial, they need to contact Support to expire the trial first.
  • They should check their spam or junk folder.
  • You (the Transferring User) must double-check the spelling of the Receiving User's email address.
Why can't I see the transfer option in the dropdown list?

The transfer option is available only to Account Owners or Admin Users with full access to the company.

My transfer was cancelled or expired. Can I transfer the company again straight away?

Yes, you can start the transfer again straight away: there's no cooldown period, and you don't need to contact Support. This applies whether the transfer expired (because it wasn't finalised within 72 hours) or you cancelled it yourself.

The Receiving User declined my transfer request. Can I try again immediately?

No. A declined transfer triggers a 7-day cooldown period. Contact Support and ask them to remove the cooldown period so that you can reinitiate the transfer sooner.

I've already transferred a company but need to transfer it again. Can I do this within 7 days?

No. Once a company has been transferred, a 7-day cooldown period applies before it can be transferred again. Contact Support and ask them to remove the cooldown period so that you can reinitiate the transfer sooner.

Why isn't my OTP working?

The OTP is valid for 72 hours only. If it expires, the transfer is automatically cancelled, and the Transferring User can reinitiate it right away – there's no need to wait or contact Support in this case. If the Receiving User declines the transfer instead, see this FAQ above: The Receiving User declined my transfer request. Can I try again immediately?