Map a native Practice Engine or Star 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 IRIS when
Choose IRIS when you are staying inside that portfolio and a mapped export is enough later.
Move when
Choose ficary when the next IRIS consolidation is the migration you want to skip.