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.
The FileCabinet CS Replacement Built for UltraTax CS Firms
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 Local document storage
- NetClient CS Client portal
- Onvio Firm management
- GoFileRoom Document storage
- SafeSend Tax Automation
Multiple vendors. Higher cost. Disconnected workflows.
SmartVault
- Online document management
- Client portal & collaboration
- Client intake + workflow automation
- Integrated DMS + portal + workflow
- Custom request list + eSignatures
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.
Let’s Map Your Firm’s Workflow Together.
- 15-minute discovery call, on your calendar
- A live look at the workflow for your firm size
- Straightforward pricing and migration options
Looking for a FileCabinet CS Replacement? We’ll Move You Over.
SmartVault does it for a fraction of the cost.
Extract
We'll connect you with our trusted extraction supplier who safely pulls 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.
Why 30,000 Accounting and Business Professionals Trust SmartVault
SmartVault supports over 3 million users, securely stores over 500 million documents, and has facilitated hundreds of thousands of signatures.
Plan Your Move from FileCabinet CS Today.
Talk to a migration specialist and move on your own terms.
Have Questions? We’ve Got Answers.
Common questions about the UltraTax CS + SmartVault integration, security, and migration.
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Is SmartVault a good FileCabinet CS alternative or replacement?
Yes. SmartVault is designed specifically for firms leaving FileCabinet CS, not as a generic file-storage swap. It replaces the local, storage-only model with a cloud-based system that includes automated document routing, a branded client portal, integrated e-signatures, and a full audit trail, the pieces firms previously had to patch together with NetClient CS, Onvio, or GoFileRoom. Migration is handled by a dedicated team, typically in 4–6 weeks, at a fraction of a comparable Thomson Reuters move.
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Why do I need to replace FileCabinet CS now?
Thomson Reuters is sunsetting FileCabinet CS on December 31, 2027. After that date there are no updates or support, and Thomson Reuters does not guarantee continued access to your files. Firms that wait face rushed timelines, limited vendor support, and the risk of migrating during a busy season. Moving early means you control the timeline instead of being forced into one.
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What's the difference between a FileCabinet CS replacement and an alternative like Onvio or GoFileRoom?
Onvio and GoFileRoom are also Thomson Reuters products, and both carry over some of the same limitations. Onvio has a rigid folder structure with limited automation, and GoFileRoom is a legacy DMS with no built-in client access. Neither includes a modern client portal or workflow automation on its own. SmartVault is built as a single system that covers document management, client collaboration, and workflow in one platform, so you’re not stitching multiple tools together.
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How much does it cost to migrate from FileCabinet CS to SmartVault?
Migration cost is significantly lower than a comparable move inside the Thomson Reuters ecosystem, and varies based on data volume and number of clients. Most firms pay less than they expect, and the migration is handled by a dedicated team rather than left to your staff.
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How long does migrating from FileCabinet CS take?
Most migrations complete in 4–6 weeks, depending on firm size and data complexity. The process has three stages: extracting your data from FileCabinet CS, importing it into SmartVault with folder structure and naming intact, and onboarding your team with a dedicated manager and role-specific training.
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Will switching from FileCabinet CS disrupt how my firm uses UltraTax CS?
No. SmartVault works alongside UltraTax CS and does not touch your tax prep workflow. It replaces the document management, storage, and portal layer around UltraTax CS, the FileCabinet CS, NetClient CS, and GoFileRoom pieces, while your return preparation stays exactly the same.
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Is SmartVault secure enough to replace FileCabinet CS for a tax firm?
Yes. SmartVault is SOC 2 Type II compliant and aligned with IRS Publication 4557 and the FTC Safeguards Rule, standards relevant to any firm handling sensitive client tax data. It includes AES-256 encryption, role-based access with MFA, full audit trails, and automated retention policies, which is a meaningful upgrade from FileCabinet CS’s local, unmonitored storage model.