Trusted by 100+ CPA Firms Across the US
Accounting Software Migration Services Built for CPA Firms
Platform migrations shouldn't slow your firm down. Etisson handles end-to-end accounting software migration for CPA firms, accurate data, zero disruption, fully off your plate.
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100+ accounting firms already onboard
Days
Not weeks to go live
Zero
Data loss guaranteed
Off Your Plate
Mapping
Cleanup
AR/ValidationAP
Seamlessly Integrated With the Tools Your Firm Already Uses
Accounting Migration That Gets Done Right The First Time
- Current system assessment and data audit
- Chart of accounts mapping and redesign for the new platform
- Summary level migration of opening balances and financial data
- Transactional level migration of full historical records
- Customer and vendor list migration and reconciliation
- Accounts receivable and accounts payable open item migration
- Payroll data migration and reconciliation
- Bank and credit card feed setup on the new platform
Built for CPA Firms. Not Everyone Else
Dedicated Associate
Dedicated Associate One tax professional assigned to your firm not shared or rotating. They learn your clients, your review standards, and your filing preferences.
Zero Delays
Week 1 Ready Structured onboarding means your tax associate is set up inside your software and executing returns by the end of Week 1 not weeks later.
Complete Coverage
All Forms Covered Form 1040, 1120, 1120S, 1065, 1041, multi-state filings, sales tax, 1099, and FBAR every return type your firm handles, in one engagement.
Review Ready
Review Ready Every return is delivered with organized workpapers and supporting documentation clean files your team can review and sign off without significant rework.
Real Savings
Real Savings Save 50–60% compared to a US-based in-house tax staff hire once salary, taxes, benefits, and overhead are fully factored in.
No Lock-In
No Lock-In Flat pricing from $3,000/month with no hidden fees and no long-term contracts. Scale up during peak season and down in the off-season.
Get Impact From Day One
Our structured onboarding means you're not waiting you're executing.
Alignment
Scoping
- Initial priorities & scope
- Pricing & Proposal
- Engagement & Agreement
Week One
Onboarding
- Onboarding & Induction
- Assign Resource
- Initial Setup
First Month
Understanding
- Execute Onboarding plan
- Setup Process & Training
- Setting roles
And beyond
Scaling
- Weekly update email
- Weekly operational call
- Regular feedback
- Process Improvement
Frequently Asked Questions
We handle migrations to and from QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, NetSuite, and other major cloud accounting platforms. If your client is moving from any legacy or desktop system to a cloud platform, we can manage the entire process.
Summary level migration transfers opening balances and key financial data without the full transaction history ideal for clients who want a clean start on a new platform. Transactional level migration transfers the complete historical record, including every transaction, invoice, and payment. We advise on which approach is right based on your client's needs, reporting requirements, and how far back the history needs to go.
Every migration includes a structured validation process we reconcile the source system against the destination platform, confirm opening balances tie out, verify all customer and vendor records transferred correctly, and run a full financial statement comparison before your client goes live. Nothing is marked complete until the numbers match.
Timeline depends on the complexity of the data, the volume of historical transactions, and how many integrations need to be set up. A straightforward summary migration can be completed in one to two weeks. A full transactional migration with complex data structures typically takes three to six weeks. We give you a clear timeline after the discovery call.
Yes. We review the existing chart of accounts, map it to the new platform's structure, and recommend any improvements that will make reporting cleaner and more useful going forward. This is included in every migration engagement.
Yes. CPA firms often need to migrate several clients at once particularly when moving the entire firm to a new platform. We assign resources to handle multiple concurrent migrations with the same structured process and quality standards across all of them.
We set up the new platform with the correct configuration, train your team or your client's team on the new system, and provide go-live support to handle any questions or issues in the first few weeks. Most clients also transition into Etisson's ongoing bookkeeping or controller service after migration your specialist already knows the data, so there is no ramp-up.
Yes. Every engagement includes role-based access controls, encrypted communication, and confidentiality agreements with all team members. Your client's data is handled with the same level of care and security you would expect from your own in-house staff.
