---
title: "Transferring Organization Ownership"
description: "Transferring organization is simple, as long as the other party has a billing account set up."
url: https://help.juan.tax/en/articles/140-transferring-organization-ownership
collection: "Firm Settings"
updated: 2024-11-19
language: en
---

# Transferring Organization Ownership

Transferring organization is simple, as long as the other party has a billing account set up.

Note: Transferring organization ownership is only available to those with **Business Plans**.

Only the current account subscriber can transfer the organization to another user. The new account subscriber will be responsible for the monthly subscription payments once they've accepted the invitation.

**To transfer the organization to a new administrator, follow these steps:**

1.  Click on the organization name then select **Transfer Ownership**.
    

![](https://downloads.intercomcdn.com/i/o/338295578/3b21f2285c36c60c5a4394f5/image.png?expires=1730690100&signature=66130a26be1ad2e400c66e958acc3fd3f97f828909b48fc17638aff40189118d&req=dyMvFMB7mIZXFb4f3HP0gOfkURQx%2BEzHnV3WESdJu7M4Xoy3oa%2FdSKsxMYxD%0A090%3D%0A)

2\. Enter the name of the new subscriber and their email address, then click **Request Transfer.**

**_NOTE_**: The transfer is only completed when the new subscriber accepts the invite. The current subscriber will receive a confirmation email when the new subscriber _accepts_ or _rejects_ the transfer.

![](https://downloads.intercomcdn.com/i/o/338411458/e2c4bc2dd30fd7efd1d84e49/image.png?expires=1730690100&signature=24c9ec80fc85eb2814cb44f04bf108893cf7641cdcddb51ca09895901f5f6bdf&req=dyMvEsh%2FmYRXFb4f3HP0gNuIJpbQIjD0eYPEyqkD3qR37zW5Y7f%2BK0qaTHzl%0AZ6I%3D%0A)

**New subscriber:**

-   If the new subscriber is a firm owner in JuanTax, the transferred organization will be moved directly inside the firm.
    
-   The new subscriber should have their Billing Information set up to complete the transfer.
    
-   Only one email should be used per firm. Otherwise, the error below will appear and the transfer will not push through.
    

![](https://downloads.intercomcdn.com/i/o/338412393/6dc6d50f40eddf6261188a2c/image.png?expires=1730690100&signature=4f08e57751ee9881010dad1996d0820852ef7145a1e69ec4a6195ca724d34bfa&req=dyMvEsh8nohcFb4f3HP0gPngvdg300lcD05NPKjlXs3w6V%2Fwv1r4f19KPWNH%0Ap0Q%3D%0A)

**Helpful Links:**

[Accept an Invite to take over a JuanTax Ownership (Subscription)](https://help.juan.tax/en/articles/4491762-accept-an-invite-to-take-over-a-juantax-ownership-subscription.md)

[Firm Settings User Roles: An Overview](https://help.juan.tax/en/articles/2567429-firm-settings-user-roles-an-overview.md)

[JuanTax Firm Settings 101](https://help.juan.tax/en/articles/2445565-juantax-firm-settings-101.md)
