Meet All Your Document Management Needs While Saving Time and Money
State-of-the-art technology, flexible features, advanced security options, and
seamless integration with CS Professional Suite make FileCabinet CS the best choice
for creating your paperless environment. FileCabinet CS also sets the stage to
achieve integrated paperless workflow for significant timesavings, improved profit
margins, and enhanced client service.
With FileCabinet CS you can:
- Efficiently Store, Manage, and Access Virtually Any
Document—Store any CS Professional Suite, Windows®, or
scanned document in organized folders for easy access at any time.
- Manage Scanned Images—Quickly scan and organize images
so they are ready when you need them.
- Speed Processing with Optical Character Recognition (OCR)
Technology—The new FileCabinet CS Source Document module enables
you to transmit scanned tax source documents to the Thomson Reuters Data Center
for OCR processing, data extraction, and page naming. The extracted tax data can
be reviewed and modified in the UltraTax CS Source Data Entry auxiliary program
prior to being exported to UltraTax CS for use in preparing
individual tax returns.
- Access Files from CS Professional Suite—Without
leaving the workspace of other CS Professional Suite software, seamless
integration enables you to view a list of stored client files and open them.
- Track Reports—Print reports such as a listing of
drawers or the contents of selected drawers.
- View Statistics—Easily determine the size of your
data locations or how many documents are present in a folder.
- Set Advanced Security Options—To more easily control
access to most areas, create groups of users and assign security privileges to
each group.
- Instantly Navigate Between Data Locations and
Files—Simply select from a drop-down list to move between data
locations, or start to key in the client's ID to access the desired file.
- Add Annotations to Documents—Retain and communicate
important points by adding text, highlighting, stamps, or audio clips.
- Track the History of Stored Documents—Automatically
track who worked on a document, overwriting documents, or adding clients.
- Quickly Email or Fax Documents—Email
password-protected documents or fax them directly to clients, banks, and others
in seconds.
- Archive Older Files—Archive folders for safekeeping
and less clutter.
- Create a Secure Backup—Automatically backup all
client data files created by CS Professional Suite software for added security.
- Embed Files for Quick Editing—Embed files, such as
Word® documents or Excel® spreadsheets, for fast editing later.
- Provide 24/7 Access with NetClient
CS—Enable clients to access documents at their convenience
through a secure, password-protected portal on your website.
- Enjoy Remote Access with Virtual Office
CS—Access client documents from any location, any time.
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