How SmartVault Compares to FileCabinet CS®
FileCabinet CS is stuck in the past – literally (Thomson Reuters isn’t updating it anymore). Don’t get stuck there with them. Run a modern, profitable firm backed by SmartVault’s powerful features and workflows.
Features you should expect from your cloud-based document management:
 | FileCabinet CS® | |
|---|---|---|
| Client Management (Engagement and Onboarding) | ||
| Client Intake Forms and Templates |  |  |
| Engagement Letters with eSignature* | | |
| Proposals and Quotes | | |
| Automated Folder Structure and User Permission Creation | | |
| Unlimited Clients | | |
| Custom List to Request Source Documents | | |
| Source Docs Automatically Route to Correct Folder | | |
| Robust Dashboard to View Status and Send Reminders | | |
| Automatic Notifications Keep Everyone Updated | | |
| Document Management & Security | ||
| Cloud-Based 24/7 Access | | |
| Unlimited Cloud Storage | | |
| Customizable Folder Structures | | |
| Ability to Link (group) Multiple Clients | | |
| Docs Available Online and on Desktop | | |
| PDF to Print Functionality | | |
| Auto-Routing/Saving | | |
| Document Locking | | |
| Version Control & Document History | | |
| Advanced Search Functionality | | |
| OCR for Scanned Documents | | |
| Document Data Extraction | | |
| Integration with Multiple Tax Prep Systems | | |
| Seasonal Worker Licenses | | |
| Client Portal & Collaboration | ||
| Included Custom Client Portal | | |
| Add Link to Portal on Website | | |
| Secure File Sharing | | |
| Real-Time Staff Collaboration | | |
| Multi-Channel Client Communication* | | |
| eSignature Workflow (incl. 8878/8879)* | | |
| Unlimited Guest Users | | |
| Configurable Notifications | | |
| Send Password-Protected Files Via Email | | |
| Integrated Payment Collection | | |
| Platform Reliability & Compliance | ||
| Mobile Access | | |
| Reliable (~100% Uptime) | | |
| SOC 2 Compliant | | |
| FINRA, SEC, GLBA Compliant | | |
| Specialized for Accounting | | |
| Backup and Recovery | | |
| Activity Tracking and Audit Logs | | |
| * through an integration |
See Why SmartVault is the Better Alternative to FileCabinet CS
For accountants looking for a replacement for FileCabinet CS, these features help you consolidate your tech stack and streamline your workflow.
Streamline Your End-to-End Tax Preparation Workflow
Store all of your internal and client documents in one secure, organized platform with an integrated client portal that makes sending and receiving files from clients a breeze. Plus, integrations with leading business and productivity apps boost your team’s efficiency, making SmartVault the alternative to FileCabinet CS that you need.
Ditch paper or even on-premise servers and opt into the more convenient and secure document storage solution powered by cloud technologies.
Enjoy the ease and convenience of sharing files in the cloud, without compromising on security.
From customized onboarding, training for you and your team, and support for your clients, we’re here for you.
See Why this Alternative to FileCabinet CS Works Better
I estimate that we easily saved about 15 minutes per tax return. If I multiple this by 2,500 returns, I would say that we saved about $10,000 in labor costs. And that’s a big win!”Billy Johnston CPA Adams, Jenkins and Cheatham CPAs
Book a 15-minute demo to see exactly how SmartVault can work for your business.
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