Data cleanup and migration for accounting firms
Consolidate client lists, engagement history, and spreadsheets into clean, validated records with reconciled migrations and reliable reporting for firms.
Firms accumulate data in layers, with client lists in one system, engagement history in another, billing in a third, and years of spreadsheets in between. Duplicates and mismatched names make it hard to answer simple questions, such as how many returns were prepared last season or which clients have not returned.
We consolidate and clean those records, design a clear data model, and migrate with reconciliation checks so totals match before and after. Reporting then answers the practice's real questions reliably, and new tools such as a portal or automation start from clean inputs.
Things to keep in mind
- Handle sensitive identifiers under your security plan, with access limited to what the work requires.
- Decide retention rules before migrating years of old records.
- Run migrations outside the busy season.
How it works
Inventory sources
List every system and spreadsheet that holds client or engagement data.
Map and clean
Match duplicates, standardize names and identifiers, and agree the source of truth.
Migrate with reconciliation
Move records with counts and totals checked between source and target.
Report
Build the reports partners actually use, from clean data.
Frequently asked questions
Can you migrate data into Zacello?
Pilot onboarding includes setting up clients and engagements. Larger migrations are scoped individually.
How long do migrations take?
It depends on the number of sources and their condition. We confirm a plan after an assessment.
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