Thomson Reuters will end support and updates for FileCabinet CS on December 31, 2027. Replacing it with SmartVault, which integrates with UltraTax CS, is a chance to improve how your documents are collected, routed, delivered, and archived.
This guide walks UltraTax CS firms through planning a FileCabinet CS migration to SmartVault: what to evaluate, how to prepare records and workflows, and how to bring your team and clients along.
Download this eBook to:
- Build a transition timeline that works around your busiest season.
- Evaluate replacements on the full document workflow, not just storage.
- Keep UltraTax CS while automating document routing with SmartRouting.
- Prepare records, folders, and workflows with a migration readiness checklist.
- Help employees and clients adapt to the new process with less disruption.
Still comparing replacements? Read Top 5 Alternatives to FileCabinet CS for Accounting Firms.
Want to see it in action? Watch how SmartVault works with UltraTax CS in Rightworks.