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FileCabinet CS is Ending: What UltraTax CS Firms Need to Do Now

FileCabinet CS is Ending: What UltraTax CS Firms Need to Do Now

FileCabinet CS will reach end of life in 2027. While that may feel far away, waiting too long can compress your timeline and limit your options.
Published: May 12, 2026

If your firm relies on UltraTax CS, this session will help you think about what comes next. No need to replace your tax software. No need for a disruptive overhaul, but you do need a clear plan.

In this session, we will walk through what FileCabinet CS ending really means for UltraTax firms and how to move forward confidently with a stronger, more connected document workflow.

You will see what modern UltraTax integration should look like, how firms eliminate manual routing steps, and how many are using this transition as an opportunity to simplify intake and remove long-standing friction before next busy season.

Whether you are actively evaluating replacements or just beginning to think about your options, this session will give you clarity and a structured path forward.

When:
Tuesday, June 2, 2026 · 2:00 p.m. Eastern Time (US & Canada) (GMT -4:00)

Agenda:

  • What FileCabinet CS ending means for UltraTax CS firms
  • What does not need to change
  • What modern UltraTax integration should include
  • How to eliminate manual routing and cleanup
  • A clear, low-stress path forward

Presenters:

  • Chad Helmlinger
    Director of Product Marketing 
  • Aaron Dick
    Director of Sales