Switching accounting software often feels as intimidating as starting a new workout routine. At first, it seems like a lot of work: transferring data, learning a new system, getting used to a different interface. But just like with starting to exercise, the simple truth is this: the hardest part is taking the first step. Once that’s done, everything gradually becomes easier.

Entrepreneurs and accountants who have already made the switch confirm that after a short adjustment period, work becomes faster, more accurate and more convenient. It’s not just about using a new tool, it’s about gaining the freedom to choose a solution that truly supports your workflow and needs.

Why does switching accounting software feel difficult?

Many companies and accountants admit that they stick with their current software not because it’s the best option, but because transferring data out of it is difficult. And that’s exactly where the real problem lies.

Many accounting software providers do not allow data to be exported in a format that can be easily imported into another system. Yes, you can download your invoices as PDFs, but not in XML format, which is needed for smooth migration.

The result? You, as a user, end up tied to the software because your data cannot be easily taken with you. If you do want to switch, a part of the process must be done manually. And that’s what makes software migration feel complicated and time-consuming.

This is not accidental, it’s deliberate. Many providers do not want customers to leave, so they keep users locked in through restricted data access. On the surface, it may look like you have freedom, but in reality, your data is limited and difficult to move.

SimplBooks does it differently – your data belongs to you

At SimplBooks, we have chosen a different approach. We do not want to keep customers by force. We believe that satisfied customers stay not because they have to, but because they want to.

All data in SimplBooks can be exported in XML or CSV format at any time. This means that if you decide to move to another system later, you can take your data with you easily. We believe that users should have the right to use their data freely – even if they choose to move on.

For us, transparency and freedom are not premium features, they are the standard.

Switching software does not mean starting from zero

It’s often assumed that moving to new software requires transferring your entire accounting history. In reality, this is not necessary. It is usually enough to bring over the most recent month’s data, enter initial balances and continue working.

The key is simply to save your past documents and reports from your previous software for your own archive. That way, you can always refer back to them when needed.

This method makes the transition much faster and reduces extra work. And if you are moving to SimplBooks, our friendly support team and step-by-step guides are here to help you.

Tips for switching accounting software

If you are planning to switch, here are some recommendations:

1. Export all the data you can from your current software and store it securely.
2. Import only the necessary data into SimplBooks (for example, the last 1-2 months). We have a clear checklist for transferring data from another system, plus detailed guides for getting started in SimplBooks.
3. Contact our support team for help: support@simplbooks.ee or +372 635 00 00
   

Summary: The first step is the hardest

Switching accounting software may feel like a big step, but it is often a worthwhile one that leads to smoother workflows and greater confidence.

At SimplBooks, we believe every entrepreneur and accountant should have full control over their data and the freedom to move it when needed.
Freedom is more than choosing software, it’s knowing that your data belongs to you, always!

Special offer for accountants
Choose the Office Plan and get 40% off for an entire year!
Plus, you’ll automatically enter a draw to win a 500€ travel gift card!

Use promo code: PUHKUS when registering.
Offer valid for new Office Plan customers until February 28, 2026.

The draw will take place on March 2, 2026, and the winner will be announced via email and on the SimplBooks blog.

Special offer for entrepreneurs
Switching software doesn’t need to be complicated or expensive. To help you start smoothly, we offer your first 6 months in SimplBooks for free!

Use promo code: TASUTA26 when registering.
Offer valid for new Mini or Start plan customers until February 28, 2026.