Move your MTD clients in a controlled sequence
No big-bang migration.
Start with the clients that matter first, move them in batches and keep the practice running while you do it.
Migration plan
Example sequence
- Pilot group10 clients10 / 10 ready
- Next batch25 clientsScheduled
- Remaining bookSet your own paceNot started
Migration support included
Four steps, at your pace
- 01
Identify the book
Work out which sole traders and landlords you want to manage through DuoBooks. Start with a small pilot group or prepare the full client list.
- 02
Set up the practice
Prepare your team, practice access and client structure before invitations go out.
- 03
Bring clients across
Invite clients in manageable batches with a clear route into the DuoBooks app.
- 04
Run the first quarter
Your team sees who is ready, who is missing information and which updates are approaching. Support stays available while the new workflow becomes familiar.
Start with 10
Then bring the rest
There is no need to move the whole practice in one day.
A controlled rollout lets your team understand the workflow with a smaller group before using it across the wider client base.
Migration included
We help you get the first clients and team members set up so DuoBooks becomes part of the practice rather than another piece of software sitting unused.
Plan your first client batch
See DuoBooks in 20 minutes
We will show you the client app, practice console, MTD workflow, partner model and onboarding process.