Practice CS / FileCabinet exports are importer priority #2. Email is reconnected, never imported.
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 Thomson Reuters when
Choose Thomson Reuters when tax prep is the buy and you already live in that suite.
Move when
Choose ficary when you are re-shopping documents and workflow because FileCabinet ends, and you want books on the same platform later.