Migrate · facts captured 2026-08-26

Leave Hive Tax without losing the month.

Keep Hive for research if you still need it. Map clients on Practice → Import. Do not move tax planning or prep to ficary.

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

  1. Keep tax research where it is.
  2. Map clients and work on Practice → Import.
  3. Reconnect email. Do not import mail.
  4. Tax planning and prep stay last.

Stay on Hive Tax when

Choose Hive when a sole needs unlimited cited research this month, or when planning packs are the buy.

Move when

Choose ficary when leftovers and as-of have to live on the same books, and tax research stays a tool you keep.

ficary vs Hive Tax · Hive Tax alternatives · all migration guides

Practice + books

Map a native export. Confirm counts.

Write us when you are ready to leave. Do not re-key a ficary workbook.