In EXEMPTAX, there are a few different ways to change the assigned account owner. The simplest way is for the current Account Owner to log in and begin the transfer process using the functionalities available in your user settings.
Please see below to facilitate self transfer.
Step 1. Navigate to company settings
Step 2. Select Users
Step 3. Select the designated user and select Make Owner on the particular user.
Step 4. Once you've selected the user, click the Save button on the modal.
Note: If the Account Owner no longer has access to their account (for example they left the organization and forgot to initiate the transfer process), you may contact another administrator on the account to invite you and request ownership through a support ticket.
If there is no other active administrator on your account to either make the request or initiate the invite, then we will need the requesting owner to go through a manual verification process by raising a support ticket.
In this support ticket, we may ask for government ID, and other documentation which establishes your affinity and role within the organization, as well as initiate a temporary transfer period which will notify all users on the account of a pending ownership transfer.