“Every new hire makes the bill bigger.”
Our plans are per firm: Single for one person, or Firm with three staff seats included. See pricing
Welcome home
Switching to BytesHood? We’ll help carry everything over.
You didn’t plan on moving. Nobody does, least of all with clients waiting. So let us do the heavy lifting.
Coming from TaxDome, Canopy, Karbon, Financial Cents, HoneyBook or ATOM? BytesHood’s Move in has step-by-step instructions for each, reads their exports as they come, and brings over your clients, the people on them, their work, invoices and documents. You check every client before anything is saved, and you can undo the whole move for 30 days.
- TaxDome, Canopy, Karbon, Financial Cents, HoneyBook, ATOM
- Any spreadsheet too
- Included in every plan
Your new home
Clients
Spouses & dependents
Invoices
Documents
Notes & tags
WELCOME
We’ve got this.Nothing you already have is overwritten, and you can undo the move for 30 days.
We hear you
Maybe one of these sounds familiar.
Firms rarely change software on a whim. Usually something kept getting in the way. Here is how we would answer it.
“Sales tax and payroll still live in a spreadsheet.”
Sales Tax Manager and Payroll Tax Manager are in every plan, on the same client record as everything else.
“I’m scared something gets lost in the move.”
You check every client before anything is saved, nothing on file is overwritten, and the whole move can be undone for 30 days.
“I can’t stop working to move systems.”
Move in whenever you are ready, right after setup or months later. Keep your old system until you are sure.
“I don’t know where my clients’ data actually lives.”
Your firm gets its own dedicated server, in the United States. Our security approach
“When I need help, I want a person.”
Email [email protected] and someone on our team in Binghamton, New York answers.
Where are you moving from?
Step-by-step for the systems firms leave most.
Move in has its own export instructions for each one, and reads each system’s files as they come, zip, Excel or CSV.
TaxDomeAccounts, contacts, invoices, payments, jobs and tasks, plus your TaxDome Drive folders.See the stepsCanopyIndividual and business clients with every column, contacts, invoices and Client Files.See the stepsKarbonConnect with Karbon’s API keys: clients, contacts, work, invoices, payments and files.See the stepsFinancial CentsThe client list Financial Cents support sends you, your tasks and your files.See the stepsHoneyBookContacts and completed payments, plus any files you have kept.See the stepsATOMATOM’s Client Export, one client per person again, and Account Docs.See the steps
Another system or a spreadsheetExcel or CSV, from any program. Move in offers a template with the columns it reads best.
Moving day
Four gentle steps. No retyping.
Firm Settings › Move in walks your administrator through it, right after setup or later, once you have tried things out.
- 1
Choose your old system
TaxDome, Canopy, Karbon, Financial Cents, HoneyBook, ATOM, or another system or spreadsheet. Each one gets its own export instructions, step by step.
- 2
Add your files
Drop in the lists and zips of documents as they come. Move in works out what each list is and what each column means, and you can change any of it under Check columns. A column with no place of its own is kept in the client’s notes.
- 3
Check every client
See what will happen, in numbers, then every client: new, added to a client already here, or left out. Match old staff names to your users and old stages to your return statuses. Nothing is saved yet.
- 4
Import
All records go in at once. Documents are stored in the background with their folders kept; you can leave the page, and Continue picks up where a stopped upload left off.
Move in from TaxDomeCheck and import
Nothing is saved until you click Import
412new clients
37added to clients here
1to choose
0overwritten
Tomas & Ana Reyes2 new clients, spouses
Maple Street Bakery LLCAdd to #B0042 · same EIN
Dana WhitfieldMaybe #1042 · same email
ImportBack
2,318 documents stored · From TaxDome, folders keptUndo is available for 30 days
Sample data
What comes with you
Your clients, their people, their history and their files.
An imported client is a full BytesHood client, ready for every system in the suite.
- Individual and business clients, numbered in BytesHood (businesses as B and four digits)
- The people on each account: a second adult becomes the spouse, both clients and linked; a minor is noted as a dependent; a couple’s name such as “Tomas and Ana Reyes” becomes two clients; people on a business become its contact person and owners
- Contact details: phones, emails, mailing address and date of birth
- SSNs and EINs, SSNs stored encrypted
- Tags and notes
- Tax returns: a return with a year becomes that client’s tax year, at the status you match its stage to, with the staff you match its old assignee to; other work and tasks become notes
- Invoices and payments as Earlier invoices on the client record: your history, kept apart from today’s billing
- Documents under From your old system in each client’s files, with their folders kept
Good to know
- Columns are recognized from each system’s help pages and common names; anything not recognized can be set by hand under Check columns, or kept in the client’s notes.
- Choose what to leave out before importing: notes, SSNs, work, invoices or documents.
- Your old system’s message threads and e-signature records stay there. Export what you need to keep and add it to the client’s files.
Our promises to you
Your client list is the most valuable thing you own. We’ll treat it that way.
- You decide every client. Each one is new, added to a client already here, or left out, and you can change any of them. A client is matched on its own only when it is certain: the same SSN, the same EIN, or the same name and email.
- Nothing on file is overwritten. A client already here only gains what it lacks: a phone, an email, a tag, an empty field filled. A shared email alone never merges two people.
- You can change your mind for 30 days. Take the whole move-in back from the list of move-ins. Clients you have worked on since are named first and kept unless you say otherwise.
- We won’t email your clients. Importing sends them nothing and queues no portal invitations. You decide when they hear from you.
- Their SSNs are handled with care. Stored encrypted, shown masked while you check columns, never copied into notes. The uploaded lists are deleted once imported.
- Big firms are welcome. Lists of up to 50,000 rows and document zips of up to 50 GB. A stopped document upload continues where it left off.
With care,
The BytesHood teamBinghamton, New York
Questions during the move? Email [email protected]. A person on our team answers.
Comparing first?
See how BytesHood compares.
Honest, sourced comparisons on pricing, sales tax, payroll tax, notice tracking and hosting.
FAQ
Questions about switching.
Short answers about moving your firm to BytesHood.
Which systems can I move to BytesHood from?
TaxDome, Canopy, Karbon, Financial Cents, HoneyBook and ATOM each have their own step-by-step instructions in BytesHood’s Move in, and Karbon can be connected directly with its API keys. Any other system or spreadsheet comes over from an Excel or CSV file, with a template if you want one.
What comes over?
Individual and business clients; the people on each account (spouses, dependents, business contacts and owners); phones, emails, mailing addresses, dates of birth, SSNs and EINs; tags and notes; tax returns as tax years at the status you choose; invoices and payments as earlier-invoice history; and documents with their folders kept.
How big a firm can move in?
Each list can have up to 50,000 rows, and each zip of documents up to 50 GB. Documents are stored in the background, and a stopped upload continues where it left off.
Can I move in later, after trying BytesHood?
Yes. Move in is offered on Getting started right after setup and stays in Firm Settings for whenever you are ready.
Will importing overwrite clients I already have in BytesHood?
No. A client already here only gains what it lacks: a phone, email or tag it doesn’t have, or an empty field filled. A client is matched on its own only by the same SSN, the same EIN, or the same name and email together; anything less is shown as a “Maybe” for you to choose.
Can I undo a move-in?
Yes, for 30 days, from the list of move-ins. The clients it made are removed with their files, and the clients it added to lose what it added. Clients you have worked on since are named first and kept unless you choose to undo them too.
Will my clients be emailed when I import them?
No. Importing emails no one and queues no portal invitations.
Does moving in cost extra?
No. Move in is part of Firm Settings in every BytesHood plan.
The door is open
Give your clients a better home.
See the whole suite in your own sandbox first, free for 14 days, no credit card. Move in is waiting in Firm Settings when you subscribe.