Migration without stopping the agency.
You do not have to move the whole portfolio on day one. Most agencies start with a few clients and expand when the workflow fits.
1. We learn how you work
Before rollout we understand how your agency runs books, prepares VAT, and processes payroll — so migration fits your practice.
2. We agree a migration plan
Together we define the pilot, client order, and timing that least disrupts daily work.
3. We import opening data and train the team
We import agreed opening balances, verify quality, and train your team on real examples from daily work.
4. You add clients gradually
When the pilot works, add clients step by step. You do not have to migrate the whole portfolio at once.
FAQ
Migration questions
Cannot find an answer? Book a migration call.