Time is running out for accounting firms to replace FileCabinet CS before it reaches end-of-life in 2027. The good news? There are better ways to manage documents, collaborate with clients, and secure sensitive information. This guide explores five document management solutions (DMS) for UltraTax CS users to consider.
Inside, you’ll find:
- Why SmartVault is the top choice for firms running UltraTax CS
- The pros and cons of other DMS alternatives
- The best fit for firms based on size, tech stack, and cloud-readiness
- What managed migration and onboarding with SmartVault looks like