1. Plan ahead
Check timelines and export fees early with your existing provider.
2. Partner with our migration team
Our dedicated migration specialists will guide you through planning and scoping. We follow a proven process whilst giving you and your data personalised attention every step of the way.
3. Get your data ready
Export your data from your current provider. Once you have it, easily drop it into our system for our migration team to process.
Then it’s business as usual
Get back to what you do best: running your practice with everything in place.
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