TAP TAP GO
Map the relationships being transferred
List company services, supplier accounts and recurring charges linked to the departing person's role. Identify receipts, refunds and approvals still awaiting action. Ask the payment provider about access removal and credential management under the programme. A successful offboarding process transfers responsibility for the work, not just access to a payment tool. Without that transfer, a critical subscription or unresolved supplier issue can lose its owner when the employee leaves.
Verify the handover after access changes
Have the incoming owner confirm that they can see the relevant service records and contact suppliers through approved channels. Retain the historical financial information needed by the company without keeping unnecessary personal access active. Review the next billing cycle for unexpected charges or interruptions. This follow-up turns a checklist into an actual control and helps distinguish a planned transition from a cancellation that accidentally disrupts a service the wider team still relies on.
Hypothetical example
A hypothetical marketing manager leaves with several campaign tools billed through a company credential. The successor receives the subscription register and pending invoice list before access changes. A follow-up review confirms which services continue, avoiding a sudden loss of access during an active customer campaign.
Make it practical.
Use this checklist as you read. Checks are not stored.References & further reading
Background reading — CFPB: prepaid card comparison resources (US context) ↗Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.
