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Complimentary Guide
FileCabinet CS Is Going Away. Here’s How to Turn That Into an Opportunity.
Get the step-by-step guide to transitioning off FileCabinet CS® — and building a more efficient, modern accounting firm in the process.

Well, it’s official now. FileCabinet CS reaches end-of-life in 2027.

You may be thinking something like, “2027 is forever from now.” But if you’ve lived through even one busy season, you know how fast time flies when you’re drowning in returns. And honestly? The firms that wait until the last minute are setting themselves up for a nightmare.

The smart firms aren’t treating this like a problem to solve later. They’re using it as an opportunity to finally fix all the stuff that’s been driving them crazy for years.

What you’ll get in this guide

The 8-step roadmap that works:

  • How to audit your current processes

  • Setting realistic goals that won’t overwhelm your team

  • Migration planning that doesn’t blow up your extension or tax season

  • Getting your team on board with new tools

  • Client communication that doesn’t cause panic

  • Running a pilot that catches problems before they’re disasters

Plus the stuff nobody else tells you:

  • Real horror stories and how to avoid them

  • Why you shouldn’t automatically stick with Thomson Reuters

  • Case studies from firms who nailed their transitions

  • The workflow tweaks that save 10+ minutes per return

Complete the form now to download your copy of “The FileCabinet CS Sunset: A Strategic Planning Guide for UltraTax CS Users” and start your smooth, strategic transition today.

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