~1 minute read
We are here to help you every step of the way. This guide is designed to help you understand how each setting in the Migration process will impact your Clients and Contacts in the new structure.
Heads-up!
Only admins can complete the migration process for your firm. If you want to learn more about the changes made after the migration check our Knowledge Base!
To access the migration tool preview:
Select Clients
At the bottom in the New Client and Contact Structure Preview box select Learn More
Please Note: Right now you can only preview the migration process. We want to make sure this process is seamless for you and your firm so will we let you know when you can begin the migration process!