What the checklist covers
The PracticeBase migration checklist is designed for the first 90 days of a UK practice move. It starts with stack mapping, data exports and owner sign-off, then moves through core setup, client communication, compliance configuration, team training and go-live review.
- Current software, contracts and renewal dates mapped before migration.
- Client records, ledgers, engagement letters and compliance status checked before cutover.
- Named UK specialist assigned to own the transition and weekly progress rhythm.
Why the sequence matters
Most software rollouts fail because the practice receives a login before the operating model is ready. PracticeBase reverses that order. The migration checklist makes the owner decision, staff training, client messaging and compliance evidence visible before the practice switches day-to-day operations.
How this fits PracticeBase
PracticeBase is built around one operating idea: independent UK practices need capacity before they need another hire. Each page in this section connects back to the same foundation: one platform, one bill and one UK team handling the software, compliance, communications, back office and support work that normally sits across several vendors. The content is written for accountancy, bookkeeping, solicitor and conveyancing practices that need practical operating detail rather than generic software language.
