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      Company File Transfer

      Need to transfer a Company File from one EZClaim account to another

      Due to security concerns, EZClaim is not able to transfer a company file directly to another person. This must be done by the owner of the account following the steps below.

      Steps for you, the current company file account owner:

      1. Have the current account owner fill out an Account Change Form and request a backup of the specific Company File you would like to transfer.
        • We will deactivate the company file on your account after sending the backup, please indicate if you need this company to remain active. 
      2. EZClaim will send you a link to the backup of your Company File (EZClaim utilizes Sharefile to securely transfer files).
      3. Forward the link to the new company file owner.

      Note: This .bak file is not human-readable. You will not be able to open it. 

      Steps for the new company file account owner:

      1. Forward the Sharefile email to support@ezclaim.com so an EZClaim support representative can restore the data to the new account.
      Following these steps ensures that data ownership is intact.  If you have any questions please call us at (877) 650-0904 or support@ezclaim.com.