Switching from Moneybird

Switching from Moneybird to an accountant

Keeping your books in Moneybird takes more evenings than you'd like, or you're not sure your returns are right. At TaxMate you get a dedicated bookkeeper who takes over your books, from VAT to income tax. We help you get the right export out of Moneybird, so nothing gets lost. Fixed monthly price, cancellable monthly.

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9.7 on Trustoo and 4.8 on TrustpilotNo obligation
entrepreneurs have already made the switch
1,000+
average on Trustoo
9.7
response time to your request
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cancellable, no annual contract
Monthly
Sound familiar?

Sound familiar?

What we hear from business owners who now do their own books in Moneybird.

I book everything myself, but is it right?

Your bank is linked and your invoices are in, but at VAT time you doubt the rates and whether you've missed something.

I still work out my income tax myself

Your books are in Moneybird, but the income tax return and the business deductions are still yours to figure out.

Will I lose my previous years?

When you cancel, you want to be sure your invoices, receipts and earlier financial years are kept.

The financial year has already started

You wonder how the months you've already booked in Moneybird connect to a new bookkeeper.
Step by step

How to get your books out of Moneybird

What we say here about Moneybird comes from Moneybird's help centre and terms as they were online in November 2026. Check it in your own account or contract; we go through it with you when you start.

  1. Make an annual export for each year

    Under Settings, Bookkeeping, Export bookkeeping you download an annual export: one zip file per financial year with your sales invoices as PDFs, your incoming documents, transactions, ledger cards, reports and contacts. Do this for every year you kept in Moneybird.

  2. Check that the audit file is included

    According to Moneybird, the audit file is only in the export if your chart of accounts is in order. You can also download it separately. With the audit file and your latest annual accounts we pick up from what you've already done.

  3. Stop your bank link first

    Moneybird asks you to stop active bank links first, under Settings, Bank, Accounts. If you have a Moneybird payment account, you cancel that separately. We then link your bank to MyTaxMate.

  4. Only cancel once your export is in

    The owner of the administration cancels in the web app, under Settings, Subscription. It can't be done by email or in the mobile app. Shortly after your subscription ends Moneybird deletes your administration, so download everything before you cancel.

One-on-one conversation between an entrepreneur and a TaxMate adviser
Our approach

What you get at TaxMate

  • From doing it yourself to a bookkeeper

    You no longer have to work out which account something belongs to or which VAT rate applies. Your dedicated bookkeeper processes your books and files your returns.

  • Receipts in the app, your bank linked

    You photograph a receipt in the MyTaxMate app and your bank is linked, so your transactions are already there. If you have a question, you hear from us within 24 hours.

  • Fixed price, cancellable monthly

    No hourly billing and no long contract. You know in advance what you pay each month, and you're not tied to us either.

Fully taken care of

What TaxMate handles after your switch

View all services
What it costs

One fixed price, everything included

One monthly fee covers your VAT return, your income tax, your annual accounts and unlimited advice. No hourly billing and no extra bill if you call in between. You'll find out what it comes to for you in the call or on the pricing page.

See all our rates
  • Cancel monthlyNo annual contract, no small print. Switch or stop whenever you want.
  • No hidden extrasWhat you see is what you pay. No extra invoice when you call or email with a question.
  • Personal point of contactYou always have one person who knows you and your situation from A to Z.
Switching

How switching to TaxMate works

  1. Get acquainted

    In a 30-minute call we go through your situation. You'll hear straight away what we can do for you and what it costs.

  2. You export, we pick up from there

    We send you a list of what to export from Moneybird. With your export, your latest annual accounts and your filed returns we pick up from what you've already done. Then you cancel Moneybird.

  3. You get back to business

    You upload your receipts in MyTaxMate and we take care of the filings. A question along the way costs you nothing extra.

What clients say

Entrepreneurs who have already made the switch

Honest feedback from clients who moved their bookkeeping to TaxMate.

4.8 on trustpilot
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I was helped well and clearly with my tax returns. I always had the opportunity to ask my questions and get answers to them. I am happy with these accountants.

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Madeleine van Rossum

Great experience with TaxMate! Helped quickly, easy to reach and the onboarding was sorted in no time. Simply clear and without hassle. Recommended!

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Douwe

As a company we switched to TaxMate's software, and I can tell you it really makes a difference. Everything feels super smooth and it saves a lot of time. I am very happy with how the bookkeeping runs now.

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tim Veenendaal

Communication was clear and professional. The staff were friendly, involved and very customer-focused. Everything was arranged smoothly and correctly. An excellent service!

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Anne Sluiters

The staff are very involved. Communication went well and all in all a very pleasant experience.

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Sjaak scholten

TaxMate has always helped me well by taking the ‘heavy’ and, in my eyes, ‘boring’ work off my hands. Communication was excellent, I could always come to them with my questions!

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Wouter Smit

Very pleasant to work with, they know what they are doing and think along with you in every situation.

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Lukas Maier

Even though TaxMate was in a very busy period, my required documents were delivered very quickly and accurately. The continuous communication is also phenomenal and much appreciated! Thank you TaxMate!

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Osama Hadi

I've been working with TaxMate for a while now and can really recommend them to everyone! They respond quickly, are friendly and always easy to reach. In short: a great firm that takes everything off your hands and makes the whole process incredibly easy.

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Danielle Ramsche

Great company. Super reliable, and as a freelancer I find them very pleasant to work with.

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Rijk Overgoor

Enthusiastic staff who pay attention to the client. Clear in their communication and fair treatment. Clear and sincere!

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Jan van der Wal

Very happy with the service. Communication was fast, clear, and professional throughout the whole process. They handled everything efficiently and made a complicated tax situation much easier to resolve. Highly recommended!

Boris Mogilevski

Great firm, pleasant proactive service!

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Mel Willemsen

Good guidance, and I could come to them with any question, which was then answered quickly. I definitely recommend TaxMate, nothing but positive experiences!

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Pamela Schroeder

I've been working with TaxMate for quite a while. Since I started working with them I have financial peace of mind, so I can recommend them to everyone.

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Sander Stibbe

I had a great collaboration with this accounting firm. They work professionally, respond quickly and think along with you. Everything was explained clearly and arranged neatly. Definitely recommended for anyone looking for a reliable accountant.

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Imane

Very happy with TaxMate. Really nice people and everything goes really fast. When I have a question, I immediately feel that they listen and that I am being helped.

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Jeroen

The ease and reliability with which my bookkeeping is done is excellent. I've been a TaxMate client for a year and so far I haven't regretted my decision. I therefore recommend TaxMate to everyone as an accounting partner.

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Daniel Zeevaarder

TaxMate did a very last minute report for me, over Christmas, and they were super helpful and delivered on time, even did some adjustments and followed up.

Charles-Antoine Jefferson Chap

I needed interim figures for my business at short notice. I called on Wednesday afternoon and had the report by Friday morning. Really professional and fast help. I can recommend TaxMate to everyone!

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Sipke

Nothing but good experiences since I switched, both private and business. Whether you call or email, you get an immediate response. They sort it out right away!

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Clarissa

I have had very good experiences with TaxMate. Wouter helped me well. He is happy to help you with your problems and gives good advice!

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Erhan Karaarslan

They are friendly, fast, helpful and very easy to reach. They really take the load off you!

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Sandunga Mexican Handicraft

TaxMate always delivers pleasant, smooth and clear service. Recommended!

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Willem Dekker-Padding

Nothing to complain about. Always easy to reach, they take the time to help you and they're very friendly. Everything is kept up to date properly and easily. And if you have questions, they're answered right away.

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Jaap

Friendly, and they take you along through the process. Even when things are still unclear, they explain them so you understand. Also quick and easy to reach in between.

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A. Frijters

Helpful, quick and trustworthy. My tax return and annual statement were ready in no time (once I had supplied the right documents). They saved me a lot of money and were always friendly. In short, I am very satisfied.

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Stijn van Kuilenburg

A good digital bookkeeping system, and if you have questions customer service is easy to reach too. Everything else is clear about how to fill in your details.

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Jamo

TaxMate was always responsive, and completed my financial report for the IND very quickly. Great company

Joe Paladin

Fast and helpful

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Ap van Pooij

Always a quick response, and the service at TaxMate is great!

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Diego Notenboom

It was a pleasant experience for me with TaxMate. All my questions were answered immediately. All my matters were handled professionally and quickly.

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Anatoli Babiouk

I'm new to managing my own business and they were so helpful with every step of the way, even though I had to communicate in English since I'm not Dutch. Very professional and straight to the point with their services.

Heddy Gale

Practical way of working. Direct contact when needed. Pleasant communication.

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Raymond Kommers

Very satisfied with the bookkeeping: they know what they are talking about and are easy to reach. I also got good help with a question about how best to correct an error in previously filed annual accounts, so thanks for that!

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Jeroen

The people at TaxMate help me with everything involving the tax authorities that comes with a sole proprietorship. They can act quickly and are very friendly!

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Lisa

Super fast and neat help!!

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Rolf Schreuder
Frequently asked questions

Frequently asked questions about switching from Moneybird

Yes. At Moneybird only the owner of the administration can cancel, in the web app. We tell you when it's best to do it: once your annual exports are in and we've checked together that nothing is missing.

We use the audit file, your latest annual accounts and your filed returns to pick up from what you've already done. Keep the zip files themselves safe: you must keep your records for seven years, also after switching.

The tidiest moment is the start of a new financial year, because the old year then stays in one pair of hands. But you can switch at any time. We then agree how we process the months that have already passed and who handles the returns in progress.

You pay a fixed monthly price that covers your VAT return, income tax, annual accounts and advice, cancellable monthly. If your books are up to date, there are no set-up costs. If there is work outstanding when you switch, such as last year's return still open, we charge for that separately and you hear what it costs up front. Which package suits you is on the pricing page, or you'll hear it in the introductory call.

Free consultation

Ready to switch from Moneybird?

Book a free 30-minute introductory call. We go through your situation, from your returns in progress to the best moment to switch, and you'll hear straight away what we do for you and what it costs.

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  • 9.7 on Trustoo and 4.8 on Trustpilot
  • Response within 24 hours
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