Skip Navigation
Customized Transition Plan
- Our team collaborates with you to develop a transition plan tailored to your practice’s unique needs. Flexibility is one of our strengths—whether you prefer paper mailing, electronic delivery, or a combination of both, we’re ready to send your client packets in the way that suits you best. Simply provide us with the data, and we’ll handle form preparation, freeing up your time to focus on your clients.
Staff in Your Office
- During your transition, Harbour will provide back-office staff support directly in your office. Our team assists with client meetings, resolves any issues that may arise, and works with your staff to ensure they are comfortable using our systems.
Account Tracking
- We monitor every client account throughout your transition, handling all client paperwork and following up to ensure funds are successfully transferred. Throughout the process, we provide you with a detailed tracking sheet so you can stay informed on our progress at each step.