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Switching
The benefits of switching to Companio and how to do it.
Basics
What Does the Free-Of-Charge Switching Offer Include?
The virtual office service and accounting services since you sign in. The previous provider should be in charge of all previous accounting obligations, including monthly reports, quarterly reports, and annual reports. **Switching commitment period: 3 month contractual obligation. This means that you will have to be our client for at least three months and pay the monthly fee. Switch cancellation policy: If you decide to cancel your service early (before the 3 month period ends
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How Do I Switch to Companio?
It’s really easy! There are only 6 steps you need to follow: Sign up. Verify your identity by sending us a copy of your passport. Get started with Companio – we send you a PDF guide where we explain to you how to do it. Grant us permission to manage your accounting. You can learn how to do it here. You have to send us 4 documents: Nominal Ledger.
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How Long Does It Take to Switch to Companio?
Once we have all the required documents and the previous provider has been informed, making the change usually takes 3-5 business days.
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When Is the Best Time to Switch to Companio?
Any time is ok, but ideally at the beginning of the month.
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After Switching
Will You Cancel the Accounting Permissions or Bank Access of My Previous Provider?
Since you are the one that granted permission, we cannot cancel it. You have to contact your provider and ask them to do it.
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How Do I Get the Proof of Legal Address and Contact Person Service From You?
You can request it by contacting the support team through chat or by sending us a ticket from the dashboard.
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Who Submits the Reports for the Current Month?
We will take care of your company's accounting right after you switch to us starting at the beginning of the next month. You should ask your previous provider to take care of the previous month. Example: you switch the 18th of March. We will prepare and submit your accounting for March starting on the 1st of April, but your provider must take care of the accounting up until (and including) February.
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