Migrate · facts captured 2026-08-26

Leave Avalara without losing the month.

Keep Avalara for calc and filing if you still need it. Map a native export of customers and invoices. 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

  1. Keep the determination engine if you file sales tax there.
  2. Map customers and invoices on Practice → Import or Settings → Migration.
  3. Reconnect the bank.
  4. Recorded remittances stay on Tax center. We do not file sales-tax returns.

Stay on Avalara when

Choose Avalara when you need determination and returns this month and will keep the ledger elsewhere.

Move when

Choose ficary when collected vs remitted has to be leftover-honest on the same books as the rest of the month.

ficary vs Avalara · Avalara alternatives · all migration guides

Practice + books

Map a native export. Confirm counts.

Write us when you are ready to leave. Do not re-key a ficary workbook.