Keep tax delivery where it is. Map clients and work on Practice → Import. Reconnect email. Do not move tax 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
Leave tax assembly and K-1 where they are. ficary does not replace tax prep.
Export the client list you already have.
Map that file on Practice → Import. Clients first, then work, then time.
Reconnect Gmail or Microsoft 365. Do not import mail.
Opening WIP keeps the date it was incurred and does not hit this month’s revenue.
Stay on SafeSend when
Choose SafeSend when tax delivery is the buy and UltraTax, GoSystem, CCH, or Lacerte already prepares the return.
Move when
Choose ficary when leftover charges and as-of WIP still sit outside the tax package.