Retaining read only access for client file

PhilArnott
PhilArnott Member Posts: 1 ✭
in Accounts Hosted

Hi, My client will soon be finishing their reckon Accounts Hosted subscription.

They will need to retain read only access to the file for tax record purposes - is this automatically available or do they need to arrange anything for it?

If so, what period is available?

Thanks :)

Best Answer

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,092 Community Manager Community Manager
    Answer ✓

    Hi @PhilArnott

    RAH users can receive a complimentary copy of Reckon Accounts Enterprise which you can use to open and view the company file. If you give our Customer Service team a call they can provision this to your account.

    Once that is done it can then be downloaded from the Reckon Members Area HERE

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Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,092 Community Manager Community Manager

    Just one other thing to add that I overlooked above. Please ensure that the company file and any other files eg. backups etc are downloaded from Reckon Accounts Hosted prior to the subscription being cancelled so that they can be opened in the Enterprise copy.

    Reckon Logo - Signature.png
  • Leisha S
    Leisha S Member Posts: 49 ✭✭

    Hi Rav,

    Once the backups are downloaded, you've downloaded Enterprise from Members Area, activated Enterprise with your company file in read-only mode, can you then cancel your Hosted subscription & continue to use Enterprise as read-only? If so, use is for how long?

    Thanks :)

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