Step 3 - Explore Elements, then launch the Data Migration Service
The Data Migration Service is a tool used to migrate data from other products to IRIS Elements - in this case, Taxfiler.
You should take time to get familiar with Elements before you start your migration. Don't forget, it's best to migrate your data towards the end of your migration window to make the transition as seamless as possible. Read Prepare for your migration to make sure you're ready.
Only the IRIS Elements admin user (the person who created the trial account) can carry out this step.
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Log in to IRIS Elements.
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On the cog icon at the top of the home dashboard, select Data migration service.
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On Data migration service, select Migrate your Taxfiler data.
