(UPDATE JANUARY 2025)

Bulk Sub-Account Transfers Are Now Available In-App!

Help Portal Article for Bulk Transfers

Please review This Article for single In-App Transfers

(November 2024) WE NOW ALLOW SUB-ACCOUNTS WITH HIPAA ENABLED TO BE TRANSFERRED TO A NON-HIPAA AGENCY!

***RESTRICTIONS***

1. Sub-Account transfers will move the entire sub-account to another agency. It will NOT copy the sub-account

2. This is also not a sub-account merge. We DO NOT merge sub-accounts

3. All data will be unedited, we WILL NOT edit individual parts of a sub-account before or after transferring a sub-account.