Map a Canopy client and work export on Practice → Import. Email is reconnected from Gmail or Microsoft 365. 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
Export the client list and the books you can open.
Map that file. Clients first, then work, then time.
Reconnect the bank and email. Do not import mail.
Opening WIP keeps the date it was incurred.
Tax prep stays where it is.
Stay on Canopy when
Choose Canopy when IRS transcripts, tax resolution, or a finished client portal are the reason you are shopping.
Move when
Choose ficary when the month will not close on a job board, or when add-on sprawl is why you are leaving.