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Move your Clients to Easy Business App for Free

Save yourself any headache — we'll move your clients from Xero, QuickBooks Online or MYOB for free.

Use the right tool for your small business clients — and save up to $1,000 a year per client compared to Xero.

Plus we'll give you three months free for every client to get started — whether you pay the subscription or they do.

Get Started Now
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Trusted by 10,000+ Australian Small Businesses

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Let us grab the data

You can either invite our migration user email address to access your client's books temporarily, so we can extract the data we need, or we'll give you details on exactly which reports to run yourself and a secure place to upload them.

Secure data transfer

We're ISO 27001 certified for Information Security, so we have robust data management practices in place. All data will be securely transferred into Easy Business App and any temporary extracts provided will be deleted.

Unlimited clients

We will transfer the current and previous financial years of data for free for as many clients as you are migrating.

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What we can migrate

We can migrate the following data for the current and previous financial year*:

  • Chart of Accounts
  • Customers (aka 'Contacts')
  • Products (for invoicing)
  • Payroll employees
  • Account balances

What we cannot currently migrate:

  • Previous payruns/STP data
    • But we can help you with a YTD payslip.
  • Vendors
    • We don't currently have Vendor records, but they're coming later this year.
  • Inventory Stock levels (we don't support inventory) 
  • Bank transactions
    • We recommend connecting your client bank accounts and just importing new transactions after the migration date.

* Please note this offer is only available to partner accountants and bookkeepers. Unfortunately, we don't currently have the capacity to migrate individual small businesses directly. We are working on some automated tools for later in the year to help business owners directly!

The Migration Process

Moving your clients is as easy as 1-2-3. We'll take care of the heavy lifting so you don't have to.

Get in touch

Fill out the form below and we'll be in touch to arrange a call with one of our migration specialists.

We just need a few details about how many clients you're migrating and which platforms you're migrating from.

We make a migration plan

We'll make sure you're comfortable with what can (and cannot!) be migrated, and ensure that Easy Business App is a great fit for each of your clients. The last thing we want to do is migrate a client that is a poor fit.

We'll discuss your migration strategy, how we can best access existing data and come up with a migration plan including a timeline.

We usually start with moving one or two clients first so we can ensure everyone is comfortable.

Move your clients

We will transfer the current and previous financial years of data for free for as many clients as you are migrating. And you'll receive three months free for each client migrated.

Our Sydney-based support team are available via phone, live chat and email to help your clients get up-to-speed with Easy Business App. We'll help them directly with any questions they might have, so you don't have to.

 

Ready to get started?

Fill out the form below. Alternatively, book a meeting directly and we can start the conversation!

Sydney-based Support Team

If your clients have questions about using Easy Business App, they can contact our Sydney-based support team via telephone, email or live chat.

Let us handle the "How do I do X?" questions directly, so you don't have to.

As an Advisor, you also get your own personal Partnership Manager to answer all your technical questions, or just have a chat about what works for your practice.

 

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Frequently Asked Questions

Are they any restrictions on this free offer?

We only ask that you be a bookkeeper/BAS agent or an accountant who works with 5 or more micro or small business clients.

Unfortunately, due to capacity we can't currently offer free migration services directly to small business owners.

If you're a small business owner interested in moving to Easy Business App, talk to your bookkeeper or accountant and ask them to reach out to us for a chat!

Can you migrate transaction-level data?

Not currently, but we're working on it for future.

We can currently migrate account balances (via journals). Plus, we'll migrate the Chart of Accounts, Customers, Products and Employees for each client.

What happens at BAS/tax time? Do you do direct lodgements?

We don't currently do BAS lodgements directly, but we do plan to in the future.

Because Easy Business App is proper double-entry accounting software, you can create any journals you need and get your figures right directly in the software.

Most of our advisors lodge BAS via the ATO portal — we have a BAS report that shows all the figures you need in one place.

At tax time, most of our accountants simply run a trial balance and import it into their tax software. Some with more complex requirements maintain a Ledger file in another tool.

For those that want the most finite detail, you can run (and export!) our Transactions report to get every GL line item for import into other software for tax prep.

Is this a good option for my smaller clients?

Yes, very likely!

Easy Business App is specifically built for micro and small businesses and you — their advisor.

This means it is easy-to-use, even for your clients who aren't the greatest with technology. We're always happy to help out those clients directly too — we have live chat and a phone number, so your clients (and you!) can get real-time support.

Plus, we're substantially more affordable than the competition. A typical advisors with 50 clients using Easy Business App is saving $35,000+ per year compared to Xero.

We're always keen to ensure we're a good fit for your workflow, so get in touch if you have any questions.

Can I chat to someone about this first?

Absolutely!

If you're not already an Easy Business App user, it's a great idea to book a demo so you can see what's what. And even if you are, it's still a good opportunity to get a good overview of everything.

During the demo, we're also happy to talk about your specific client requirements and your workflows. The last thing we want to do is make more work for you!

 

What our Partners Say

CA Partners

Accountants
Sydney, NSW

“We invite clients to set up their own accounts in seconds - they take care of the billing, we retain full access. Perfect!"

MBC Partners

Accountants
Sydney, NSW

"We can manage all our clients from the Advisor Portal - it's so easy to keep track of everyone from one place."

Marine

PR Consultant
Sydney, NSW

"As a sole trader, doing invoicing is very time consuming. But Easy Invoicing is making it quick & easy, so I have more time for what matters for my business!"

Suzi

Owner, Gents & Rascals
Maroubra, NSW

"It's a two-second job doing payslips and STP! The app saves me hours of spreadsheets and data entry."

Claudio

Director, Stay Bonanza
Seaholme, VIC

"The company name says it all - it's easy to use, and they offer excellent customer service."

Peter Kunzli

Bookkeeping &
Financial Management, NSW

“Impressed at how easy it is. So simple to set up. Well done — you beat all the other 'simple' software hands down!"

Pricing

Once each client's three-months free trial has expired, our modules are priced with small businesses in mind.
A typical advisor using Easy Business App for 50 clients will save $35,000+ per year.

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FREE - 2 invoices/mo.
$9.95/month - unlimited invoices

Easy-Payslip-logo-(colour)

 

$9.95/month - up to 4 employees
$13.95/month - up to 6 employees
$21.95/month - unlimited employees

Easy Cashflow logo (colour)

 

FREE - manual Ins/Outs
$9.95/month - bank feeds (unlimited accounts)

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FREE

Run unlimited reports as often as you like for free. View-only access to all data is always free, too.