Migration playbooks · 5-7 working days

Step-by-step migration — we do the lifting.

Real forms (GST PCT-05, TM-M, MGT-7, DIR-12), real timelines, real gotchas. Pick your starting platform and read the exact playbook for getting out cleanly.

Free on annual plans. One-time Rs.4,999 on monthly. Government fees pass through.

Migrate from

5-7 days

Vakilsearch / Zolvit

You signed up before the Zolvit rebrand, your assigned CA changed twice, and there is a trademark mid-objection sitting in someone’s queue.

Draft and send the assignment-release form to Zolvit/Vakilsearch with the legally correct wording

TM-M (Request for change of attorney) at the Trade Marks Registry, including vakalatnama (Form 18)

Read the playbook

Migrate from

5-7 days

IndiaFilings

The biggest risk in leaving IndiaFilings is the LEDGERS lock-in — their export gives you a partial trial balance, not your full general ledger.

Pull the CSV trial balance + ledger-wise extract from LEDGERS — and convert it to a Tally-importable XML

Map LEDGERS chart-of-accounts to standard Tally groups (80-line published mapping)

Read the playbook

Migrate from

5-7 days

ClearTax (Clear)

The trick to leaving ClearTax cleanly is preserving carry-forward losses, capital-gains computation context, and any reconciliation work already done on 26AS / 2A / 2B.

Download and verify your last 3 ITRs from incometax.gov.in (not dependent on ClearTax)

Audit Schedule CFL across years to confirm carry-forward loss continuity is preserved

Read the playbook

Migrate from

5-7 days

Zoho Books

Zoho Books is a serious accounting tool — you may not want to leave it entirely.

Export trial balance, account transactions, and IRN register from Zoho Books (or via Zoho API if volume requires)

Map Zoho Books COA to Tally groups — published 60-line mapping table; you approve before import

Read the playbook

Migrate from

5-7 days

TaxBuddy

TaxBuddy did a great job on your personal ITR.

Download last 2-3 ITRs directly from incometax.gov.in — no TaxBuddy dependency

Audit Schedule CFL across years; flag any losses that have lapsed under Section 80

Read the playbook

Migrate from

5-7 days

Legalwiz.in

Legalwiz has strong IP practice — you may want to keep them for trademarks and patents while moving ongoing compliance to us.

Pull IPIndia status for every active TM application; flag examination / objection / opposition deadlines

Export contract repository (PDFs + DOCX) from Legalwiz and ingest into your FilingLab document vault

Read the playbook

Migration is on us — 5-7 working days.

Assignment-release notices, GST PCT-05 reauthorisation, TM-M change of attorney, ledger export to Tally, 26AS / 2A / 2B reconciliation — we handle each piece. You sign two documents at most.

Start your migration