Migrate · facts captured 2026-08-24

Leave Liscio without losing the month.

No Liscio importer yet. FileCabinet is the documents door we are building first. Do not claim we store every workpaper.

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. Export the client list and the books you can open.
  2. Map that file. Clients first, then work, then time.
  3. Reconnect the bank and email. Do not import mail.
  4. Opening WIP keeps the date it was incurred.
  5. Tax prep stays where it is.

Stay on Liscio when

Choose Liscio when client files and requests are the reason you are shopping.

Move when

Choose ficary when the month will not close, or when you want the portal later on the same ledger.

ficary vs Liscio · Liscio 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.