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The Switcher's Checklist: Moving Your Canadian Rentals to New Software
The 18-point sequence for changing property management software without losing a record, a payment, or a rent cycle — the five-minute fit test to run before any demo, the exports to secure before you cancel anything, the parallel month that catches every mapping error, and the clean cutover that keeps CRA-ready archives. Works whichever platform you're leaving and whichever you're joining.
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What's Inside
All 5 steps
- Run the five-minute fit test before any demo: doors, currency, forms, budget shape, and who pays for tenants
- Label every price's currency and compute true monthly cost — base plus the fee layer, divided by your units
- Export everything and confirm the files open before you cancel anything
- Parallel-run one full rent cycle on both systems and reconcile to the dollar
- Archive the old system's records to CRA retention standards before the subscription ends
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