Software migration

Any other migration

Moving between other accounting packages? We map, transfer and reconcile your data to fit the new setup.

What is included

• Review of your current package and data
• Mapping of records to the new software
• Opening balances entered and reconciled
• Bank feeds and payment links reconnected
• VAT and Making Tax Digital settings carried over
• Post-migration checks and a short handover

How it works

1. 01

   Review your file

   We look at your current package and agree what needs to move across.

2. 02

   We migrate

   We map and transfer your records, then reconcile the opening balances.

3. 03

   You go live

   Your feeds are reconnected and we confirm everything reconciles before handover.