ProAdvisor Certification Portability
Our credentials need portability. Please create a procedure to transfer a ProAdvisor certifications. They need to be tied to a personal email AND to be able to be linked to a business email. It should be something as easy as adding the personal email as a backup email to the new firm team member profile. For example: what if i build up my credentials while working for one firm and then change firms? Obviously, the new firm wants to take advantage of my credentials, but they don’t want clients sending Accountant Invitations to the old firms’ email or my personal email.
1
vote
Brielle Beard
shared this idea