Map a native CCH practice export. Clients first, then work, then time. Email is reconnected. Do not re-key a ficary workbook.
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 CCH Axcess when
Choose CCH when tax prep and research are the buy. We will not demo against Expert AI on 1040s.
Move when
Choose ficary when workflow has already left Pfx/Axcess Practice and you still need books that close.