Do not move tax research here. Keep the research tool. Map clients and work on Practice → Import. Live one-click cutover is not shipped.
Nominative guide, not a partnership. No API keys, no endpoint list, no importer internals. Those stay behind login for clients. Tax prep stays last. ficary has not earned SOC 2, ISO 27001, or a HIPAA attestation.
The move
Keep tax research where it is. ficary does not replace a research corpus.
Map clients and work on Practice → Import.
Reconnect Gmail or Microsoft 365. Do not import mail.
Tax prep stays last. Do not move returns.
Stay on Accordance when
Choose Accordance when you are buying research this quarter and will keep tax prep and the ledger elsewhere.
Move when
Choose ficary when leftovers, as-of, and a fee cap have to live on the same books — not in a research thread.