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Josh Veldman

We move clients from any program, mostly into CLIO and QuickBooks Online (QBO), but we can offer solutions for any system using a myriad of technologies.

Gauvreau CPA

We move clients from any program, mostly into CLIO and QBO, but we can offer solutions for any system using a myriad of technologies.

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Recent Testimonials about Josh Veldman

Recent Migrations by Josh Veldman

SOURCE(S)

Filevine

DESTINATION(S)

NetDocuments

Successfully completed a complex, time-sensitive migration to NetDocuments, involving staged document imports, encrypted storage handling, and expedited extraction before the client’s access to Filevine expired.

SOURCE(S)

Prolaw

DESTINATION(S)

MyCase

Successfully migrated the firm from a customized ProLaw environment into MyCase, adapting the extraction process to accommodate the firm’s unique setup.

SOURCE(S)

iManage

DESTINATION(S)

Box

We migrated 900,000 documents from iManage to Box

SOURCE(S)

Folders

DESTINATION(S)

iManage

We migrated documents from windows directories to iManage

SOURCE(S)

iManage

DESTINATION(S)

NetDocuments

Migrated documents from iManage to NetDocuments

SOURCE(S)

NetDocuments

DESTINATION(S)

MyCase

Successfully migrated and consolidated four separate NetDocuments cabinets from different firm branches into a single unified workspace in MyCase.

CONTACT

Contact Joshua Veldman

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