No Firm360 importer yet. Treat as a mapped export when a design-partner file exists.
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 Firm360 when
Choose Firm360 when you want a US-support PM suite with a public $49 starting seat and you do not need books in the same app.
Move when
Choose ficary when CAS is the product and leftover charges have to post.