Keep the research library. Map practice clients on Practice → Import if you have a file. Do not move tax research here.
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 Bloomberg Tax for research.
Map clients and work on Practice → Import if you can export them.
Reconnect email. Do not import mail.
Tax prep stays last.
Stay on Bloomberg Tax when
Choose Bloomberg Tax when corporate tax research on that corpus is the reason you are shopping.
Move when
Choose ficary when the month will not close, or when documents and practice have to sit on the same ledger as leftovers.