The TaxCalc Competitor Data Migration service is provided to help get your TaxCalc practice software up and running as smoothly as possible.
Each migration will be individually discussed with you by our team. We will be connecting to your system securely and remotely to perform the conversion routine. Once purchased, we will arrange the earliest mutually convenient date.
When you take up this service, we will make all reasonable efforts to get your client data across as swiftly and comprehensively as we can.
It is important that the limitations of the process are understood before you decide if the service meets your needs.
- It is not usually possible to migrate 100% of client data from a legacy system to TaxCalc. We have invested in routines to bring across the majority of information from a range of systems. Some fields cannot be exported from legacy systems or do not have a direct equivalent in TaxCalc. Ask, and we are happy to provide a full list of the fields we expect to be able to migrate from your current system.
- In some rare instances, we may not be able to run the data migration process at all. This may occur if the original system is configured in a non-standard way. Alternatively, if a release has recently been made by the supplier of the legacy package which alters the structure or export of the data. In these cases, we will endeavour to adapt our routine to work around such hurdles. If this is the case, we cannot guarantee we will complete this in time for your intended roll-out.
- Some migrations are more long-winded than others. The full process can vary from half an hour to half a day. We may need remote access to your legacy system for some or all of this period. You will not usually need to remain involved yourself, we will keep you posted on our progress.
- If after a migration has been performed, you feel the data brought across is not sufficient for your needs and you would rather set it up from scratch, we will remove it and refund your fee for the service.