No TaxDome one-click importer yet. Map a native export when we have a pack. 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 TaxDome when
Choose TaxDome when the portal and pipeline are the product and you want a published annual seat today.
Move when
Choose ficary when uncoded charges still sit in a spreadsheet after the pipeline looks green.