Keep the binder if methodology still lives there. Map clients and a period export on Practice → Import. Live one-click cutover is not shipped. Independent visits are not a live product yet.
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 Caseware for the engagement binder if that is still the job.
Map clients and the period you can export on Practice → Import.
Set as-of on Practice → Analytics. Later activity stays out.
Do not give an external auditor production write. A Visit tenant is not shipped.
Stay on Caseware when
Choose Caseware when the firm’s audit methodology and binder are the reason you are shopping.
Move when
Choose ficary when the audit has to visit a named period on the same ledger as the month — or when an independent auditor needs a copy that cannot post, then a pack, then destroy.