Your FileCabinet CS replacement starts with SmartVault.
The sunset is real. The clock is ticking.
Thomson Reuters is ending FileCabinet CS on December 31, 2027. Support, updates, and integrations will stop. Firms that plan early move on their own terms.
Avoid last-minute migration chaos
Firms that wait until 2027 face rushed timelines and limited support.
Improve workflows now
Every month on FileCabinet CS is another month of manual work you could automate.
Reduce busy-season risk
Migrating during tax season is a nightmare. Start now and be ready.
Upgrade your client experience
Clients expect a modern portal — not email attachments and NetClient CS.
Moving Beyond FileCabinet CS.
One modern system at a fraction of the cost — not more fragmented tools. From manual to modern: See how your daily workflow improves when you move to SmartVault.
Replace Multiple Tools With One System.
Today's Tools
- FileCabinet CS Document storage
- NetClient CS Client portal
- Onvio Cloud storage
- GoFileRoom Document management
- SafeSend Workflow Automation
Multiple vendors. Higher cost. Disconnected workflows.
SmartVault
- Document management
- Client portal & collaboration
- eSignatures (DocuSign)
- Client Intake + Workflow automation
- Unlimited cloud storage
One platform. Lower cost. Simpler tech stack.
Most Tools Cover a Step. SmartVault Owns the Workflow.
FileCabinet CS
Storage only — no workflow, no portal, sunsetting
NetClient CS
Portal only — no DMS, dated interface
Onvio
Partial DMS — rigid structure, limited automation
GoFileRoom
Legacy DMS — no client access, no workflow
SafeSend
Client intake & e-signature only — no DMS or storage
SmartVault
+ SmartRouting
Thomson Reuters tools each solve a piece. SmartVault replaces all of them — one platform, one integration, one workflow.
Already on Another Thomson Reuters Tool? We’ll Move You Over.
SmartVault does it for a fraction of the cost.
Extract
We safely pull your data from FileCabinet CS, Onvio, or other Thomson Reuters tools.
Import
Documents organized into SmartVault folders with naming and structure intact.
Onboard
Dedicated manager + role-specific training for your team.
*Migration timelines may vary depending on firm size and data complexity.
Beyond FileCabinet CS: Choose the Right Replacement.
- Understand the full landscape of FileCabinet CS replacement options
- Know what to look for — and what to avoid — in a modern DMS
- See why SmartVault stands apart for UltraTax CS firms
- Plan a confident migration before the 2027 sunset
Security Is Not an Add-On. It Is the Foundation.
Purpose-built to protect sensitive client data, maintain audit readiness, and meet the highest regulatory standards.
Built to Protect Your Firm and Your Clients
Every workflow — from document collection to client delivery — runs inside SmartVault’s certified, compliance-ready infrastructure.
- Structured folder architecture with enforced naming
- Granular role-based permissions with MFA
- Version control & full audit trail on every document
- Automated retention & compliance policies
- Immutable, timestamped activity logs
SOC 2 Type 2
Continuously audited over 6–12 months
ISO 27001 & 22301
Certified data security & business continuity
IRS 4557 & FTC Safeguards
Aligned with IRS data security plans & FTC Safeguards Rule requirements
AES-256 Encryption
Bank-grade encryption protects data at rest and in transit
Resources for FileCabinet CS Users
Free articles, guides, and webinars to help you navigate the FileCabinet CS sunset, plan your migration, and choose the right replacement with confidence.
Plan Your Move from FileCabinet CS Today.
Talk to a migration specialist and move on your own terms.