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  1. SimplePractice Support
  2. Getting started
  3. Transferring your client data
  4. 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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