Guides
How to Build a Software Vendor Shutdown Plan After the Botkeeper and Affixa Closures
Two 2026 closures show how little warning small teams get. Here is a one-page exit plan and an export routine that works.
Guides
14 articlesStep-by-step guides for setting software up, connecting it to the rest of your stack and moving off it without losing data.
14 articles
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GuidesHow to Move Off Standalone SharePoint and OneDrive Plans Before Renewals End in January 2027
Microsoft is retiring the standalone plans. Here is how to check your licenses, pick a replacement and move files safely.
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GuidesHow to Migrate Business Automations Off GPT-4o Before January 14, 2027
OpenAI is pulling five GPT-4o and GPT-4.1 models from its API in January. Here is how a small team finds every automation that depends on them and moves each one safely.
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GuidesHow to Move Off Office 2021 Now That Support Has Ended
Microsoft stopped supporting Office 2021 on October 13, 2026. Here is a step-by-step plan for a small business to pick a replacement, move files and retire old installs.
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GuidesHow to Move Off Microsoft Publisher and Save Your Files in 2026
Publisher has left Microsoft 365 and its 2021 edition has reached retirement. Here is how a small business can find its .pub files, convert them and pick a replacement.
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GuidesHow to Set Up Passkeys for Your Small Business Team in 2026
Passkeys now have a finished web standard and admin controls in Microsoft 365 and Google Workspace. Here is a safe rollout plan for a team of 5 to 50.
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GuidesHow to Set Up 1099-NEC Tracking for the $2,000 Threshold in Your Accounting Software
The 1099-NEC threshold is now $2,000 for 2026 payments. Here is how to flag contractors, collect W-9s and check your software before the January 31 deadline.
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GuidesAirtable Acquired by Bending Spoons: Should You Switch or Stay?
Bending Spoons agreed to buy Airtable for $1.285 billion. Nothing has changed for customers yet. Here is how to protect your data and your budget.
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GuidesHow to Connect Xero or QuickBooks to an AI Assistant With MCP
A step-by-step setup guide for linking your accounting software to an AI assistant through MCP, with read-only access first and the risks flagged.
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GuidesHow to Switch Payroll Providers in 2026 Without Missing a Tax Deadline
The best date to change payroll providers is January 1. Here is how to time the move, protect your tax deposits, export the right records and test the first pay run.
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GuidesHow to Switch From QuickBooks Online After the 2026 Price Increase
QuickBooks Online raised Essentials, Plus and Advanced prices for renewals from August 2026. Here is how to check your bill, compare options and move without losing records.
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GuidesHow to Set Up SPF, DKIM and DMARC for Small Business Email
Three DNS records keep your invoices out of spam and stop scammers from sending as your domain. Here is how to set up each one, in order, without breaking your mail.