Beyond FileCabinet CS: What Every UltraTax CS User Should Know Before Choosing a Replacement
If you’re still using FileCabinet CS, yes, you’re facing a deadline… but this is also your opportunity to improve how your entire practice operates.
What You’ll Discover in This Free Guide:
- The tech consolidation opportunity — How 97% of accounting firms are using technology inefficiently, and how smart firms are solving multiple problems with one platform
- The Thomson Reuters pattern — What their recent SafeSend acquisition tells you about the future of their software ecosystem
- Real ROI examples — How Eric Green saves $150,000 annually and Nick Boscia doubled his client base while working less
- SmartRequestAI preview — See how this AI-powered client intake solution saves 60-90 minutes per return (launching Fall 2025)
- Your 30/60/90-day action plan — Concrete steps to make the transition before you’re forced to rush
Why This Guide is Different
Unlike vendor sales pitches or generic “software comparison” articles, this guide is written specifically for UltraTax CS users who want to:
- Keep their UltraTax CS investment while upgrading everything around it
- Avoid the mistakes other firms made during their transitions
- See real examples from actual UltraTax CS users who’ve made the switch
- Understand the full picture — not just features, but workflow transformation
- Plan strategically instead of reacting to the 2027 deadline
Don’t let the FileCabinet CS sunset catch you unprepared. Download this guide and discover what successful UltraTax CS users know about building a modern, efficient practice.