Would like to suggest Bright manager to be integrated with ability to send secure link through which Professional Clearance could be requested when clients are moving from one practice to another. Secure, cloud base link could be sent with one time log in details to previous accountant and once information received this could be populated to selected clients/prospect account on Bright Manager.
In return - link could also be created to pull information form the system and sent over via secure link to provide professional clearance, when client leaves.