Migration services
We move your firm while you keep working.
What holds most firms back from changing tools is the time it takes. Our team handles the migration from start to finish, with you, without interrupting your month-ends.
Whatever your starting point
Karbon
Automated import from Karbon: clients, contacts, groups, work, schedules and timesheets.
Excel and lists
Your tracking files, client lists and deadline calendars, cleaned up and then imported.
Another software
We start from your exports and match them to Dossio, field by field.
No software
Working from email and paper? We build your client list, templates and schedules with you.
What the service includes
- An inventory of your clients, contacts and engagements
- Clean-up of duplicates and incomplete data
- Import of clients, contacts and groups
- Setup of your templates and checklists
- Recurring work schedules, client by client
- Work in progress and timesheets
- Connection of your clients' Xero files
- Training for your team
What we plan with you
Some data is hard to get out of the old tool, such as email history, the contents of some checklists or old notes. We tell you up front, and we decide together what's worth bringing over.
- Email history
- Checklist contents
- Requests already sent to clients
- Historic notes
- The old tool's automations
How it works
01
Kick-off meeting
We go over your clients, your engagements and the way you work.
02
Dry run
A complete first import, with nothing switched on, to check the numbers with you.
03
Final import
We import your data for good. If the import runs again, it creates no duplicates.
04
Go-live
Schedules are imported paused. You switch them on when your team is ready, and we stay available.
From Karbon, the automated import requires the Business plan or higher, and private or hidden clients must be made visible before the import.
Try Dossio with your own files.
Set up your firm in a minute. The trial is free for 30 days, no credit card.