Migrate to Praxio, Including CCH iFirm Data Bringing the last ten years with you.
A guided, staged CSV wizard imports legacy practice data, including CCH iFirm exports. You review each stage before it commits, so the migration is something you approve rather than something that happens to you.
A migration you approve, stage by stage
The reason firms stay on software they dislike is fear of the move. Staging the import is what makes it reversible in practice.
- Stage 01
Export
Produce the export from your current system. CCH iFirm exports are supported directly; anything that can emit CSV goes through the generic path.
- Stage 02
Map
Match exported columns to platform fields in the wizard, so you can see exactly what is about to become what.
- Stage 03
Review
Each stage is reviewed before it commits. Problems surface as something to fix rather than as data already in the system.
- Stage 04
Commit
Approve the stage and it imports. Contacts first, then the records that reference them, in an order that keeps relationships intact.
- Stage 05
Configure
Practice entities, roles and data scopes, workflow templates, branding, tax settings, invoice numbering and the first financial period.
- Stage 06
Cut over
Finish in-flight engagements where they are and start new ones in the new platform, so no single job spans two systems.
What to settle before you move
Migrations go wrong on decisions, not on uploads. These are the ones worth making deliberately.
Fiscal-year start
Financial period start dates must align exactly to it, so fix this before opening the first period.
Practice entities
Decide what counts as an entity — office, legal entity or brand — since it drives job codes, numbering, branding and tax defaults.
Invoice numbering
Set prefixes and next numbers per entity so the new sequence continues sensibly from the old one.
Roles and data scopes
Decide who sees all firm records, whose view is their team, and who sees only what is assigned to them.
Workflow templates
Write the process down properly. This is rebuilt rather than imported, and it is usually the highest-value hour of the project.
Cutover date
Between filing peaks and on a period boundary, so historical and new records line up without manual reconciliation.
Frequently asked questions
What can we bring across?
What does "staged" mean in practice?
When is the best time to switch?
Do we have to rebuild our workflows from scratch?
What about work in progress at cutover?
How long does it take?
Explore the platform
- Jobs & WorkflowsTemplated engagements with stage gates, task assignment, recurrence and dependencies
- Time & BillingTime capture, approval, WIP ledger, invoicing, quotes and financial periods
- Client PortalSecure per-client access to jobs, documents, invoices, quotes and messaging
- Document ManagementCentral store, versioning, document requests, malware scanning and text extraction
- Automation & SLANo-code automation rules, per-job-type SLA targets, warnings and escalation
- Capacity PlanningAvailability, workload forecasting, utilization thresholds and load balancing across staff
- Reporting & AnalyticsWIP, aged receivables, realization, profitability and utilization reporting
- Security & Access ControlRole permissions, per-user data scopes, visibility rules and an immutable audit log
- Solo & Small FirmsReplace the folder-and-spreadsheet stack without a six-month implementation
- Growing FirmsStandardised workflows, approval gates, SLA targets and per-team data scopes
- Multi-Entity FirmsPer-entity branding, invoice numbering, tax defaults and job codes under one firm
See Praxio on your own engagements.
Book a walkthrough and we'll configure it around the way your firm actually works — your engagement types, your review steps, your billing model.