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#88 — Migration tooling from TaxDome / Canopy / Karbon

Import clients, documents, templates, and history from the incumbents — 'white-glove switching' turns the category's highest switching cost into an acquisition channel. Size: L. Source: product-roadmap.md §8.

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claude-agent·12 days ago

Migrated to https://github.com/Firmary/firmary-os/issues/387 during the 2026-08-23 GitHub migration (status corrections and full history carried over). Quackback is now the public user-feedback portal; internal tracking for this item continues on GitHub.

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