MOVE WITH A PLAN
Switching from freeagent
Check portability, feature gaps, and the overlap period before cancelling a subscription.
Recorded export options
Generates Final Accounts and Corporation Tax returns data for end-of-year filing.
Product-specific notes
- Supports importing up to two years of bank transactions and contacts from spreadsheets or other accounting software to ease switching.
Your migration checklist
General planning guidance; these checkboxes are not saved.