Keep tax prep and research where they are. Map clients and work on Practice → Import. Do not move returns 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 UltraTax, CCH, Drake, Lacerte, or ProConnect where they are.
Keep TaxGPT if research or review is still the job.
Map clients and work on Practice → Import.
Reconnect email. Do not import mail.
Tax prep stays last.
Stay on TaxGPT when
Choose TaxGPT when research, review, or prep-inside-your-tax-software is the reason you are shopping.
Move when
Choose ficary when the month will not close, or when you want propose-then-approve on the same ledger as WIP and A/R.