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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 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 — and if your books and your forms live in different places today, the export and single-source-of-truth steps are the ones that bring them home together.
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What's Inside
All 5 steps
- Run the fit test before any demo: doors, currency, forms, budget shape, and who pays for tenants
- Label every price's currency and compute the 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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