Move from TaxDome to Tidyflow

Your clients, contacts, documents and saved cards come across from TaxDome. Pipelines and automations don’t export, so you set those up again in Tidyflow. For every export TaxDome offers and the order to take them, see the TaxDome migration checklist.

Import clients and contacts from TaxDome

TaxDome exports accounts and contacts separately. Each export arrives by email as a zipped CSV, with a download link that lasts 24 hours.

1. In TaxDome, export Clients > Accounts, then Clients > Contacts > Export contacts.
2. Unzip both files. Tidyflow imports the CSV, not the zip.
3. Import the accounts file first, so accounts with no contacts are added too. Follow Import clients from a CSV or Excel file, and on the Map Fields step check that the account name column is mapped to Client Name.
4. Import the contacts file the same way. Tidyflow recognises a TaxDome contacts export and maps Linked account #1 to Client Name, along with first name, last name, email and phone.

What to check after a TaxDome import:

• A contact linked to several accounts joins only its first linked account. Link it to the others from the client’s Contacts tab.
• A contact without an email isn’t imported. Add it to the client by hand.
• A column named State is skipped, because TaxDome can use it for portal sign-in status. If yours holds an address, map it to State yourself.
• The address on a contact row fills only the client’s empty address fields.

Copy client documents from TaxDome

Import your clients first, so each document folder has a client to match.

1. Get the documents out of TaxDome. For a few clients, select their documents and folders in TaxDome and click Download, then unzip the archive. For everyone at once, copy the client folders out through TaxDome Drive.
2. Put one folder per client inside a single parent folder on your computer. Copy the folders to a local drive first rather than importing from a virtual or network drive.
3. In Tidyflow, go to Settings > Import data and click Import next to Client folders.

Tidyflow matches each folder to a client, keeps your subfolders and adds only the files that are missing, so you can run it again if it stops. Importing doesn’t notify your clients, and nothing is shown in the client portal. See Import client folders for the review screen and what isn’t added.

Keep clients’ saved cards from TaxDome Payments

TaxDome Payments runs on Stripe, so clients’ saved cards and US bank accounts can usually move to the Stripe account connected to Tidyflow, instead of every client entering them again.

1. Turn on online payments in Tidyflow and copy your Stripe account ID from Import customers.
2. Ask TaxDome to share your customers with that account ID through Stripe’s data copy. Your TaxDome Payments account sits under TaxDome’s platform, so TaxDome starts the copy.
3. Accept the copy in your Stripe account, then review and import the customers in Tidyflow.

Cards saved through Link or digital wallets such as Google Pay don’t copy, so those clients add a payment method again. See Import clients and saved cards from Stripe for each step.

Set up pipelines and automations again

TaxDome pipelines and automations don’t export, so record their stages and rules before you leave.

• Start from a ready-made workflow in the Job template library, then deploy it to many clients at once.
• Add repeat rules for work that comes around every month, quarter or year.
• Rebuild automations as Job automation rules.

To bring past jobs, invoices and payments across, export them from TaxDome and import them in Tidyflow; see Import Jobs, invoices and notes from another system. Keep TaxDome’s time entry exports with your firm records.

Switch clients over from TaxDome

You can run both while you move. Start new work in Tidyflow and finish current jobs in TaxDome.

When a client moves across, give their contacts client portal access and turn off TaxDome reminders and automations for them, so they aren’t chased twice. If TaxDome charges any clients on a schedule, stop it on the day Tidyflow starts invoicing them.