Digital Documents

Document Management Software that Saves You Time and Money

What makes FileCabinet CS a smart choice for a digital storage solution? State-of-the-art technology, flexible features, advanced security options, and data sharing with UltraTax CS and other CS Professional Suite software. Powerful workflow management software, FileCabinet CS also streamlines processing by storing any CS Professional Suite, Microsoft^® Windows^®, or scanned document in organized folders for easy access at any time.

FileCabinet CS sets the stage for you to achieve a paperless workflow by using the Internet. You'll experience unmatched time savings, greater profit margins, and faster client service.

Save Resources by Storing Documents and Files Digitally

Reduce paper files and physical file cabinets, experience the time savings when data is shared from one CS Professional Suite program to another, and take comfort in the advanced security options that protect your data.

Manage Your Scanned Image Files Effortlessly

Scan and organize the images in folders so they're ready when you need them and instantly navigate between data locations and files by selecting from a drop-down list to access the desired file.

Track the Contents of Selected File Drawers

Track contents and view statistics to determine the size of your data locations or how many documents are present in a folder. Automatically backup all client data files created by CS Professional Suite software for added security.

Annotate Documents to Include Notes and Make Later Editing Easier

Add annotations to documents by adding text, highlighting, stamps, or audio clips, and embed files, such as Word documents or Excel® spreadsheets, for fast editing later.

Track History, Organize Files, and Transfer Documents with Ease

Automatically track the history of stored documents to see who worked on a document, overwrite documents, or add clients. Email password-protected documents or fax them directly to clients, banks, and others in seconds, and archive folders for safekeeping and less clutter.

Give Clients Easy, Quick, and Reliable Access to Documents

Enable clients to access copies of select documents from NetClient CS at their convenience through a secure, password-protected portal on your website, and enjoy remote access with Virtual Office CS to work on client documents from any location, any time.

• Set your document presentation policy to easily administer online client access for most or all of your clients using global settings.
• Present clients with their tax returns through a secure online portal.
• Drag and drop individual documents to a client's secure online portal via NetClient CS.
• Tag documents for online access on the fly. When printing documents to FileCabinet CS, simply mark a single checkbox to select it to be uploaded to the clients' portal.

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