Free Migration Guide

Switching from ChurchSoft to MosesTab

Move from a treasurer's laptop to the cloud

Plan a half-day for import; verify across one parallel quarter

Why churches switch from ChurchSoft

ChurchSoft is desktop-only — backups depend on whoever runs the install. MosesTab is cloud-based with automatic backups and access from any device.
MosesTab generates HMRC Gift Aid CSVs directly from donations rather than maintaining a separate Gift Aid spreadsheet.
Bacs Direct Debit collection at Bacs interchange rates instead of card fees.
Donor-facing giving page, member portal, Electoral Roll, PCC governance — all included.

How to switch, step by step

1

Export ChurchSoft contacts and giving as CSV

Use ChurchSoft's built-in export tools to pull contact and giving data.

2

Reconcile open Gift Aid claims

Submit any outstanding Gift Aid claims before switching to keep records clean.

3

Import contacts and donations into MosesTab

Upload CSVs through the import tool.

4

Connect Stripe Connect

Set up card and Bacs Direct Debit giving.

5

Set up Gift Aid declarations

Recreate active Gift Aid declarations or import from CSV.

6

Run a parallel quarter

Compare Gift Aid submissions and reports across one quarter to verify accuracy.

What you get with MosesTab

Cloud-based — accessible from any device, automatic backups
HMRC Gift Aid CSV generated directly from donations
Bacs Direct Debit at Bacs interchange rates
Donor-facing online giving page
Member portal with self-service updates
Electoral Roll and PCC governance modules
GDPR data-subject-request workflows
Mass email and SMS
Volunteer scheduling and events
AI Media Studio for graphics

Your data transfers with you

Contact and household records
Giving history
Gift Aid declaration records (with re-import)
Designated fund history

Frequently Asked Questions

Will Gift Aid work the same way?

Better. Instead of maintaining a Gift Aid spreadsheet by hand, MosesTab tracks each donor's active declaration and produces a CSV in HMRC's Charities Online schedule format on demand. You upload it through the Government Gateway the same way.

Can MosesTab replace ChurchSoft's accounting features?

MosesTab handles donations, Gift Aid, Direct Debit, and treasurer-facing reports. For full nominal-ledger accounting, churches typically pair MosesTab with a generic SME accounting tool (Xero, QuickBooks). The difference is donations flow into MosesTab automatically rather than being keyed in.

Is the data secure in the cloud?

MosesTab runs on cloud infrastructure with encrypted-at-rest data, regular backups, and UK GDPR-aligned data handling. Compared to a desktop file on one treasurer's laptop, cloud storage is meaningfully safer for most churches.

Ready to switch? Start free today.

Plan a half-day for import; verify across one parallel quarter. No credit card required, no contracts, and no per-user fees.

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