SmartOffice
Kareo
Transfer contacts, activities, and more from SmartOffice to Kareo. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Kareo migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM for Advisors, Agents and BGAs for over 25 Years
SmartOffice by Zinnia (formerly Ebix) is a cloud-based CRM and agency management system for financial advisors, insurance agents, and brokerage agencies, offering contact management, investment tracking, and reporting.
Over 30 years of serving the financial advisory industry
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.
Integrated EHR and practice management
"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.
Ideal for: Independent medical practices seeking an integrated EHR and practice management solution with billing, patient scheduling, and patient engagement tools.
Integrated EHR and practice management
Revenue cycle management and billing
HIPAA and ICD-10 compliant
Patient portal and engagement tools
Learn more at
kareo.com
See exactly which data objects transfer from SmartOffice to Kareo
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Kareo.
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