Source
Kareo

Kareo

Destination
Wave

Wave

CRM MigrationStarting at $500

Migrate from Kareo to Wave

Effortlessly & Accurately

Transfer contacts, activities, and more from Kareo to Wave. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Kareo to Wave migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Kareo vs Wave

A quick look at both platforms to help you understand your migration path

Migrating from
Kareo

Kareo

Cloud-based practice management for healthcare

Kareo, now Tebra, is a cloud-based electronic health records and practice management platform specifically built for independent medical practices, offering EHR, billing, patient engagement, and revenue cycle management.

Founded 2004
Irvine, California
Best for
Small BusinessMid-Market
Industries
HealthcareMedical PracticesPhysician Groups+2 more
Top Strength

Integrated EHR and practice management

Migrating to
Wave

Wave

Small Business Software Built for Entrepreneurs

Wave is a free accounting software platform for freelancers and small businesses, offering invoicing, expense tracking, receipt scanning, payment processing, and payroll services with a simple CRM component.

Founded 2009
Toronto, Canada
Best for
Small Business
Industries
Small BusinessFreelancersProfessional Services+1 more
Top Strength

Free starter plan with core accounting features

Your New CRM

Why Wave is a great choice

Wave

Wave

"Small Business Software Built for Entrepreneurs"

Wave is a free accounting software platform for freelancers and small businesses, offering invoicing, expense tracking, receipt scanning, payment processing, and payroll services with a simple CRM component.

Ideal for: Freelancers, self-employed contractors, and small businesses with under 10 employees seeking free, easy-to-use accounting software with basic CRM capabilities.

Free starter plan with core accounting features

Professional invoicing with online payment acceptance

Industries
Small BusinessFreelancersProfessional Services+1
Best For
Small Business

Bank-level 256-bit SSL encryption and PCI-DSS compliance

Receipt scanning and automatic categorization

Learn more at

waveapps.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Kareo to Wave

Kareo
Wave
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
Leads
Not Available
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Not Available

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Kareo to Wave Migration FAQ

Common questions about migrating from Kareo to Wave.

Related Migration Paths

Explore other popular CRM migrations similar to Kareo to Wave

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Wave → Kareo

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com