Accounting data migration
We’ll migrate all your accounting records from your accountant’s portal, so you remain compliant with HMRC’s record keeping rules
Say goodbye to slow portals
Don’t waste hours trying to download your records from your accountant’s painfully slow portal.
Say hello to effortless data migration
We’ll fetch and import your accounting records, so you can pick up where you left off.
Data migration now available from major accountancy firms, with others coming soon.
Data migration available
Data migration available
Our exclusive approach to data migration
Our migration tool will seamlessly extract and import your accounting records from your old accountant’s portal into our software.
Quick and accurate
Our tech handles the export and import, and our team check for quality so you won’t have to waste hours re-entering your information
When you log in, all your data will ready for you, including bank transactions, payslips and dividends
We’re authorised and regulated by the Financial Conduct Authority to connect directly to banks, so have a security-first design
You’ll also get a personal backup copy of your data in a zip file for your records, so you’re compliant with HMRC record keeping rules
We’ll help you to get up to speed with our software with a one-to-one training session with your account manager
Get up to date
Using forensic accounting techniques, we’ll recover your data and take steps to get you up-to-date with your HMRC obligations
“It’s difficult to tell that I haven’t been with them for years. Everything I need to carry on is there. I can’t wait to get started!”
A contractor piloting our express switching service
Frequently asked questions
Our migration tool will connect to your old accountant’s portal and extract all of your accounting records and files. Our engineers will directly import your accounting records into our accounting app, including bank transactions, invoices, expenses, dividends, payslips, VAT returns and more. Our accountants will then undertake comprehensive quality checks on your data and correct any problems they find.
Migrating data from your old accountant’s portal to our software is surprisingly quick. The extraction process takes just a few hours. Depending on the quality of the data, we may need to reconcile or rebuild your accounts. With minimal issues, you should be able to log into the inniAccounts portal where your data will be waiting for you in 5-10 days.
We’re proud to be one of the few accountancy firms who have been successfully authorised by the Financial Conduct Authority (FCA) to connect our systems to banks.
Our security, processes and financial viability are regularly scrutinised to ensure we meet the FCA’s high standards.
All we need from you is your login details to your old accountant’s portal and we’ll take care of the rest.
We know there’s more to switching accountants than just migrating data. To help you find your way around our software, you can book a one-to-one training session with your account manager. This is great for getting the most out of our bespoke features, such as the personal tax planner and LiveCash.
How can we help?
If you have any questions, or need advice, our friendly team is here to help. Arrange callback for a time that suits you, or call us now on 0800 033 7827.
Availability is limited.
To keep service levels high, we’re limiting the rate at which we bring on new clients. Express switching is currently open for those moving from SJD Accountancy and Nixon Williams. If you’re with another firm, please contact us.
Switch today and your first 3 months are free!
Questions? Schedule a callback →