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FirmHaven

Switch before season

Change software when no returns are due

Move your practice in a week, run both systems side by side, and keep your price for three years. The switching service is included with every plan.

Why now

TaxDome moved to pricing by active client account on 2026-11-02 and renews annually in advance. Many firms will review their renewal anyway. The best time to switch is between October and mid-December, before the season starts, or after April 15.

Check your renewal cost first

How the switch runs

  1. Four to six weeks before your renewal

    We book your cutover slot from the renewal month you give us, so you can run in parallel and cancel at renewal without paying twice.

  2. Week 1: export and import

    You download the exports you own. We import clients, contacts and documents, and map your team, folders and settings.

  3. Week 1: dry run

    You receive a reconciliation report that counts every client, contact and document that moved and lists anything that didn't.

  4. Weeks 2 to 4: parallel run

    Both systems run side by side. We bring across changes made in the meantime and rebuild your pipelines and automations with you.

  5. Cutover

    We invite your clients to your new portal with email and text templates you approve, and you sign off.

What moves and what doesn't

Moves

  • Client accounts and contacts
  • Documents and folders
  • Custom fields and labels
  • Team members

Rebuilt with you

  • Pipelines and job stages
  • Automations
  • Organizer and message templates

Doesn't move

  • Client passwords: clients set up a new sign-in from their invitation
  • Payment methods saved with another processor

FirmHaven imports the exports and data you own. It doesn't sign in to your TaxDome account.

What you get in writing

Price lock certificate

Your per-seat price is fixed for 36 months from signing.

Reconciliation report

A signed-off count of what moved before you cut over.

Client invitations

We send your clients their invitations with templates you approve.

Book a cutover slot

We take about 12 firms a week so each switch gets the attention it needs. Tell us your renewal month and we'll offer you a slot before it.

Join the waitlist with your renewal month

TaxDome is a trademark of its owner. FirmHaven isn't affiliated with, endorsed by or sponsored by TaxDome.