Complete migration guide. 1-2 hours. easy difficulty.
$0/month → $279 once. Every step documented.
Switching from vCita to Helix takes 1-2 hours. vCita at $0/month costs $0 over 3 years. Helix is $279 once — you save $-279 over that period. Most of your data transfers directly. You can run both in parallel until you are confident. 30-day money-back guarantee means zero risk. vCita is popular with solopreneurs and consultants for its simplicity. Helix has a similar simplicity but deeper operational features. If you outgrew vCita's capabilities, Helix is the right step up without the complexity of enterprise tools.
Before you do anything in Helix, get your data out of vCita. This is the most important step — once you have your export files, the rest is straightforward.
With your export files ready, importing into Helix takes about 15 minutes. Helix walks you through the data mapping — you tell it which columns in your CSV match which Helix fields.
After import, work through this checklist during your first week. Keep vCita active as a backup until you have checked everything off.
Once everything checks out: cancel your vCita subscription. Download a final backup for your records first.
vCita at $0/month costs $0 in year one. With 11.4% annual SaaS inflation, year two costs $0 and year three costs $0. Over 3 years: $0. Over 5 years: $0. Helix is $279 once. You save $-279 over 3 years. The migration takes 1-2 hours. The break-even point is immediate. After that, every dollar vCita would have charged you stays in your pocket.
vCita's portal is theirs. Helix doesn't have a client portal — customers receive invoices via email/text. For document sharing, use Google Drive links or Dropbox.
No client-facing app. Clients book via web link and receive invoices via email/text. Most service businesses find this sufficient — clients don't want another app.
30-day money-back guarantee. Export from vCita first, then decide.
Guide updated March 2026. Pricing verified.