Step-by-step guidance for partners making platform decisions, managing transitions, and running better practices — built from real situations Canadian firms are navigating right now.
The Transition Issue · June 4, 2026
Five steps for the post-EOL window
Run your client version audit, export payroll reports before migrating, segment your outreach, negotiate with vendor reps, and use the transition as a service review opportunity. A practical sequence for firms managing QBD 2023 clients right now.
