Migration Guide
Switch from TaxDome to Laureo
Bring your clients and their contacts across as spreadsheets, then connect your inbox and get an AI that works on all of it. We could not reach the published instructions for this product, so every column name we recognise is a starting point rather than a promise.
After the move
Your records land in one database, and the AI can act on all of them. A sample prompt once you are in:
“Hey Laureo, show me every client we brought across with no contact person on the record, then draft a short note to each owner asking who to speak to.”
Good to know
- One file can hold up to 10,000 rows.
- One file can be up to 10 megabytes.
- You can undo a move for 30 days after it finishes.
- You can undo a single file import for 24 hours after it finishes.
Why teams switch from TaxDome
On TaxDome
Nothing about taking your own records out could be read from the outside, so what a download contains is somebody at their support desk answering the question one customer at a time.
With Laureo
We say plainly that we have not checked this one, we never guess it as your old product on our own, and the review screen shows you every column we could not place before anything is written.
On TaxDome
Your practice, your mail and your client messages sit in one product, and taking any of it with you starts with a question nobody has answered in public.
With Laureo
Everything that does come across lands in one connected database, and the AI drafts, updates and queues work for your approval across all of it.
Migration steps
Start with the backup article
There is an article about backing up all your account data. Start there, follow whatever it tells you, and keep everything it produces.
Send us what comes out
Whatever you get, send it. We read what we recognise and tell you honestly what we cannot, which is more than anybody has published about this one.
Pick the product yourself
In Laureo, open Admin, then Import. We never guess this product as your old one, because nothing about it has been checked. Pick TaxDome from the list yourself and we use what we hold.
Create your Laureo account
Sign up, name your organization, invite your team and set who can see what. This takes about five minutes.
Read the review screen carefully
This is the step that matters here. Read the list of columns we could not place before you press the button, and tell us what is on it so we can fix the reading for everybody.
Connect your inbox
Link Gmail or Outlook from your Laureo settings. Mail and calendar sync live and attach themselves to records by address, so your correspondence is not part of the spreadsheet work at all.
Check it, then go live
Spot check what landed, send a test email and compare your totals against the counts you wrote down. If something is wrong you can undo the move inside the undo window listed in Good to know above, and the undo screen names anything it cannot take back out before you confirm.
What comes across
This list is generated from what Laureo actually reads out of a TaxDome export, so it cannot promise you more than the product delivers.
| What you send | Where it goes |
|---|---|
| Clients | Companies |
| Contacts | People |
What is not coming across.
- We have not seen a real download out of your old system, so we cannot tell you what it leaves behind. Send us one and we will answer that properly.
- The same goes for your contacts. Nothing here has been checked against a real download yet.
- We could not reach the published instructions for this one, so treat every column name here as a starting point rather than a promise.
- There is an article about backing up all your account data. Start there, then send us whatever comes out and we will tell you what we can read.
- Because none of it is confirmed, we never guess this as your old system on our own. Pick it yourself and we use it.
- Photos and files come over on their own. One move brings over 2 GB and 500 files.
TaxDome migration questions
Related Resources
- Migration GuideAll migration guidesEvery product we have written a move for, and how each one gets out.
- Help CenterImport helpThe columns Laureo reads, the order to send files in, and how to undo a move.
- PricingAI is included on every plan as a share of your budget, and using the assistant needs a Power seat. Cancel any plan before your cycle ends.
Ready to make the move?
Start your 14-day trial, send your files, and review every duplicate before a single record lands.
By continuing you agree to our Terms and Privacy Policy.
14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.