--- title: Rolling Over your Non-Integrated Audit Safe Dashboard description: When you are near your anniversary date, we will send you a notice thru email asking you about renewing the service. All you have to do is let us know if you wish to proceed with the rollover then we --- [Skip to content](https://support.apxium.com/knowledge/rolling-over-your-non-integrated-audit-safe-dashboard#main-content) English Show submenu for translations ![apxium-logo.png\]](https://support.apxium.com/hs-fs/hubfs/Logos/apxium-logo.png?width=144&height=50&name=apxium-logo.png) Open main navigation Close main navigation - English Show submenu for translations Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Apxium Help Center](https://support.apxium.com/knowledge?hsLang=en) 2. [Apxium Audit Safe](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en) 3. [Audit Safe Renewal / Rollover](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#audit-safe-renewal-rollover) # Rolling Over your Non-Integrated Audit Safe Dashboard When you are near your anniversary date, we will send you a notice thru email asking you about renewing the service. All you have to do is let us know if you wish to proceed with the rollover then we will process it on our end. When you need to add a new client, you may use the "Create Button" in the Apxium Dashboard. If you still have the same client base, the data will be moved to Being Edited when we do the rollover. You can then update the email address as you create the offer. Note that if we upload a new CSV file, the data will be wiped out. If there's a need to update the new client base and remove old clients - you need to send a new CSV file using the template, then activities from the past year will be moved to Submitted and the new file will be added to Being Edited.   **Here is the CSV template for your reference. ** [Example CSV for Audit Safe - Non-Integrated Firms](https://support.apxium.com/hubfs/Example%20CSV%20for%20AS%20upload%20for%20non%20integrated%20firms_.csv?hsLang=en) [Notes on CSV Data](https://support.apxium.com/hubfs/Notes%20on%20CSV%20data_2.docx?hsLang=en)       - [Article Navigation Guide](https://support.apxium.com/knowledge/article-navigation-guide?hsLang=en#main-content) - [Article Navigation Guide](https://support.apxium.com/knowledge/article-navigation-guide?hsLang=en#article-navigation-guide) - [Apxium Collect](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#main-content) - [General Features](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#general-features) - [Communications](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#communications) - [Client Experience](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#client-experience) - [Payments, Settlements & Reconciliations](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#payments-settlements-reconciliations) - [Engagement / Proposals](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#engagement-proposals) - [APX Auto (Direct Debiting Invoices)](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#apx-auto-direct-debiting-invoices) - [Instalment Agreements (Non-SOR On Balance Sheet Instalments)](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#instalment-agreements-non-sor-on-balance-sheet-instalments) - [Professional Fee Funding (SOR) - Funded Instalments](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#professional-fee-funding-sor-funded-instalments) - [Reports](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#reports) - [Integrations](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#integrations) - [Onboarding Articles & Other Helpful Guides](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#onboarding-articles-other-helpful-guides) - [Apxium Audit Safe](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#main-content) - [General Features](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#general-features) - [Creating Offers/Subscriptions](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#creating-offers-subscriptions) - [Offer Emails and Documentation](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#offer-emails-and-documentation) - [Accepting / Declining Audit Safe Subscription](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#accepting-declining-audit-safe-subscription) - [Active Audit Safe Subscriptions](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#active-audit-safe-subscriptions) - [Audit Safe Renewal / Rollover](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#audit-safe-renewal-rollover) - [Pricing](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#pricing) - [Others](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#others) - [Apxium Pay My Bill](https://support.apxium.com/knowledge/apxium-pay-my-bill?hsLang=en#main-content) - [Pay My Bill](https://support.apxium.com/knowledge/apxium-pay-my-bill?hsLang=en#pay-my-bill) - [Payments and Settlements](https://support.apxium.com/knowledge/apxium-pay-my-bill?hsLang=en#payments-and-settlements) - [Communications](https://support.apxium.com/knowledge/apxium-pay-my-bill?hsLang=en#communications) - [APX Auto (Direct Debiting Invoices)](https://support.apxium.com/knowledge/apxium-pay-my-bill?hsLang=en#apx-auto-direct-debiting-invoices) - [Payrix](https://support.apxium.com/knowledge/apxium-pay-my-bill?hsLang=en#payrix) - [Client POS - Non Integrated \[North America\]](https://support.apxium.com/knowledge/client-pos-non-integrated-north-america?hsLang=en#main-content) - [Client POS - General Features](https://support.apxium.com/knowledge/client-pos-non-integrated-north-america?hsLang=en#client-pos-general-features) - [APX Capital - Tax Pay for Introducers](https://support.apxium.com/knowledge/apx-capital-tax-pay-for-introducers?hsLang=en) - [APX Capital - Tax Pay For Borrowers](https://support.apxium.com/knowledge/apx-capital-tax-pay-for-borrowers?hsLang=en) [![Apxium Advanced Software Solutions for Accountant](https://support.apxium.com/hs-fs/hubfs/Logos/apxium-logo.png?width=144&height=50&name=apxium-logo.png "Apxium Advanced Software Solutions for Accountant")](http://www.apxium.com?hsLang=en) Copyright © 2025, Apxium HQ