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SimplePractice Support
Getting started
Transferring your client data
Transferring between SimplePractice accounts
Transferring between SimplePractice accounts
Transferring client data between SimplePractice accounts
Getting started with transferring between SimplePractice accounts
Submitting a help request to transfer data
Exporting and downloading client data for transfer
Viewing and sharing exported data for transfer
Setting up profiles with the client list
Sending intake documents to imported clients
Storing client documentation and other items for imported clients
Troubleshooting technical issues when transferring between SimplePractice accounts
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