If you need to transfer ownership of your YAPI account to someone else (for example, if you've sold your practice) use the instructions below to start the process.
Warning: You'll remain the account owner and be responsible for all billing until all of the steps below are completed. We recommend contacting YAPI Billing to complete the transfer process at least 2 weeks before your next billing date in order to ensure you're no longer being billed.
Table of Contents
Transferring Your YAPI Account
Email YAPI Billing and provide the following information about the previous owner and the new owner:
- Phone Number
Important! Providing the correct email address is very important for the next step.
Have both parties review and sign the Account Transfer form and email it back to our Billing team.
Once they receive your form, the Billing Specialist will contact the new owner and request the following information:
- New Account Holder Name
- New Practice Name
- Billing Address
- Billing Phone Number
- Billing Email
Our Billing Specialist will then use the YAPI's Billing Portal to send the new owner a payment request where they can update the account's payment information. Make sure the new owner completes this as soon as possible.
Once this process is complete, a YAPI Customer Success Manager will introduce themselves to the new owner and coordinate any training needed for the office team.
- Introduction to YAPI's Billing Portal
- Logging In to the YAPI Billing Portal
- Requesting W9s from YAPI at Tax Time