FileCabinet CS

An electronic document system for quick and easy file organization.

FileCabinet CS Details

Price It starts at $2,675 per license. Pricing can differ based on the number of users and other considerations
Rating 5/5 by CPA Practice Advisor
Business Function
Industry
Compatibility UltraTax CS and Microsoft Office 365
Developer Thomson Reuters

What is FileCabinet CS?

FileCabinet CS, by Thomson Reuters, is an electronic document management system that provides a faster and more convenient way to organize files. This desktop application enables you to save any Windows-based document or scanned image by selecting it as the printer.

Moreover, it automatically recognizes the client’s name, originating application, document type, and time stamp, ensuring the appropriate filing of any document from any CS Professional Suite application.

It can be seamlessly integrated with CS Professional Suite, including UltraTax CS Software and Thomson Tax & Accounting products, enhancing document organization and processing efficiency.

Key Features of FileCabinet CS

paperless-process

Paperless Process

Reduce paper usage with instant sharing and electronic storage, replacing physical records with digital methods for efficient document management.

scan

Manage Scanned Files

Organize scanned documents into folders and sub-folders for easy access at any time using a structured format and convenient drop-down lists.

file-search

Track File Drawer Contents

Monitor data locations, track file stats, and ensure client files are automatically backed up for secure access and organized file storage.

report

Annotates Files

Add text, highlight sections, create stamps, record audio clips, and annotate any uploaded document to enhance collaboration and document clarity.

testing

Organize And Track Documents

Monitor user activity, overwrite files, securely send password-protected documents via fax or email, and archive folders for streamlined organization.

backup

Automatically Backup

SaaS-based platform with automatic backups ensures all data is retrievable in case of loss, keeping your files safe and always accessible.

Benefits Of Integrating FileCabinet CS with UltraTax on Ace Cloud Hosting

Ace Cloud Hosting offers Thomson Reuters FileCabinet CS integration with cloud-hosted UltraTax CS software on its platform, allowing you to manage your tax workflow at one place. This relieves your IT burdens and provides industry-standard security for your clients’ data.

Here are some benefits of working on FileCabinet CS and UltraTax CS on the Ace Cloud Hosting platform:

99.99%-uptime

99.99% Uptime

Ensures uninterrupted service availability, providing clients with a reliable and consistently operational platform.

24-7-support

Reliable Customer Support

Get expert support around the clock for all your hosting needs via email, chat, and call. Save time and focus more on serving your clients.

unmatched-performance

Unparalleled Performance

Deploy FileCabinet CS and UltraTax CS or any other application on dedicated servers to experience high-performance services

scalability

Scalability

Scale your business operations effortlessly during peak seasons and scale down as needed, without worrying about costs and resources.

automated-backup

BCDR

Safeguards client data and operations, offering resilience against unforeseen disruptions and ensuring quick recovery.

free-trial-o

7-Day Free Trial

Try Ace Cloud Hosting’s services with a free trial and experience how you can manage your entire tax process from one place.

Integrating UltraTax CS with FileCabinet CS

The seamless integration between UltraTax CS and FileCabinet CS on Ace Cloud Hosting is simpler than you think.

Just follow these straightforward steps:

Step1
superfast-access

From the UltraTax CS Help menu, select Repair.

Step2
access

Navigate to the Misc tab and click on the FileCabinet CS option.

Step3
select-list

Check the Create an UltraTax CS folder in the FileCabinet CS client's checkbox in the Populate CS Applications section.

Step4
inventory-tracking

Choose the desired FileCabinet CS data location from the FileCabinet CS field. This field will be read-only if your firm has only one data location. Finally, click the Populate button.

Frequently Asked Questions

What sort of documents can be stored in FileCabinet CS?

FileCabinet CS can store a wide variety of documents, such as scanned paper documents, emails, spreadsheets, images, and more.

FileCabinet CS offers on-premises and cloud-based solutions to meet the needs of various businesses.

FileCabinet CS utilizes encryption and security protocols, ensuring that stored data is guarded from unauthorized access.

Yes, it enables multiple users to access and collaborate on documents simultaneously.

Yes, it can be integrated with CS Professional Suite (including Accounting CS, Creative Solutions Accounting (CSA), Fixed Assets CS, NetClient CS, Planner, CS Practice CS, ToolBox CS, Workpapers CS, and Engagement Manager).