Thomson Reuters will stop providing updates and support for FileCabinet CS after December 31, 2027, and its own help documentation recommends moving your data to another document management system before then. That turns a tool many CS Professional Suite firms have run for years into a migration project with a deadline. The right destination depends on what FileCabinet CS actually did for your firm — and for most firms it did two jobs: storing the firm's documents, and, through NetClient CS, exchanging files with clients.
By the ClientBrief Team · Last updated October 2026
The deadline matters more than the date suggests. Once a FileCabinet CS license expires you can't add documents, update the software or send files to NetClient CS, and Thomson Reuters says new licenses can't be bought after the product expires. Firms on Virtual Office CS may lose access sooner, when the hosted application updates to its next version. Migrating years of client folders is the slow part — but collecting this season's documents from clients doesn't have to wait for it. ClientBrief handles that intake piece for $7.99/month flat. It is not a replacement for the archive itself.
Plan the archive migration for an off-season — summer 2026 or summer 2027 — not the months before a filing deadline. If you're staying with Thomson Reuters, FileCabinet CS has a built-in Export to Onvio tool, Thomson Reuters says you don't need a current FileCabinet CS license to migrate, and UltraTax CS can send some clients to Onvio Documents while the rest stay in FileCabinet CS during the transition. If you're leaving Thomson Reuters, ask each vendor exactly how it imports FileCabinet CS data before you sign, and test with a handful of clients first. Client intake can move straight away: send this season's document checklists through ClientBrief while the archive migration runs on its own timeline.
If you want to stay with Thomson Reuters: Onvio Documents is the migration path Thomson Reuters itself documents, with an Export to Onvio tool built into FileCabinet CS and UltraTax CS integration on the other side. Pricing is quote-only, like FileCabinet CS. Onvio is now web-only — Thomson Reuters retired the Onvio Documents and Onvio Client Center mobile apps on December 12, 2025.
If you want a dedicated document management system with a client portal: SmartVault lists sync with UltraTax, Lacerte, ProSeries, ProConnect and Drake, and includes a custom-branded client portal with unlimited clients. Accounting Pro is $65 per user per month on annual billing ($85 monthly) with a 2-user minimum; Accounting Unlimited is $85 ($110 monthly) and adds unlimited e-signatures. ShareFile is the broader file-sharing option at $16.50, $26 or $35 per user per month on annual billing (Advanced, Premium, Enterprise), each with a 3-user minimum and unlimited client users on every plan.
If you want to replace the document system and the rest of your client workflow at once: TaxDome includes unlimited document storage, a client portal and mobile app, e-signatures and billing on every plan, at $800 a year for a single user (Essentials) or $1,000 per seat per year for teams (Pro), paid upfront. It's a bigger change than swapping document systems, so budget the setup time.
If you mainly need somewhere to put the files: Liscio's File Intelligence plan, at $19 per user per month billed annually, is built for moving your existing folders in and classifies documents automatically, with no client-facing layer. Its $49 Platform plan adds the client-workflow side.
If the client-exchange side is what needs fixing first: ClientBrief replaces the 'get documents from clients' job — one checklist, clients upload without an account, reminders go out automatically — for $7.99/month flat. Pair it with whichever archive you choose.
The honest caveat: none of these is a drop-in copy of FileCabinet CS. Every destination means a data migration and some retraining, and Onvio is the only one Thomson Reuters supports with its own migration tool.
Is FileCabinet CS being discontinued?
Thomson Reuters says updates and support for FileCabinet CS end after December 31, 2027, and recommends migrating your data to another document management system before then. Once a license expires you can't add documents, update the software or send to NetClient CS, and new licenses can't be bought after the product expires. Thomson Reuters' help page doesn't use the words "end of life", but the practical effect is the same.
What is Thomson Reuters' replacement for FileCabinet CS?
Onvio Documents. FileCabinet CS includes an Export to Onvio tool, and UltraTax CS can route some clients to Onvio Documents while others remain in FileCabinet CS, so firms can move in stages. Onvio is quote-only and, since December 12, 2025, web-only — its mobile apps were retired.
Do I need a current FileCabinet CS license to migrate?
Not for the move to Onvio — Thomson Reuters' migration documentation says a current FileCabinet CS license isn't required. Other vendors use their own import processes, so confirm the details with each one before you commit.
What if my firm uses FileCabinet CS through Virtual Office CS?
Plan earlier. Thomson Reuters notes that Virtual Office users will lose access when the hosted application updates to its next version, which may come before the December 31, 2027 support date. Treat that as your real deadline and confirm the timing with Thomson Reuters.
Does ClientBrief replace FileCabinet CS?
No. ClientBrief isn't a document management system and won't hold your firm's archive. It replaces the job of getting documents from clients — the part many firms used NetClient CS for — so you can fix intake now and move the archive to Onvio, SmartVault, ShareFile or another system on its own schedule.
What is the best FileCabinet CS alternative for UltraTax firms?
If you're staying with Thomson Reuters, Onvio Documents, since it has the only built-in migration tool. Among independent options, SmartVault lists UltraTax sync and is built for accounting firms, and TaxDome suits firms ready to consolidate portal, e-signatures and billing at the same time. Whichever you choose, test the migration with a few clients before moving everyone.