FileCabinet CS Document Management System
Make Paperless Processing a Reality with our Document Management System, FileCabinet CS
Designed for accountants, FileCabinet CS allows you to access, view, and email documents in an instant—all in a secure environment. Start enjoying the countless time and money-saving benefits of streamlined accounting document management today.
Instant access to documents with a comprehensive document management system
FileCabinet CS operates like an electronic file cabinet offering instant access to all your documents.
You'll save valuable time by eliminating the need to look through paper files.
With frequent data back-ups, you won’t have to worry about losing important data.
Accounting document management that saves time and money
A key component of a digital workflow, 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.
Source document processing and OCR speeds tax workflow
With Source Document Processing, FileCabinet CS users can transmit scanned tax source documents for OCR processing, page naming and data extraction. The extracted tax data can then be reviewed and shared with UltraTax CS tax preparation software, so tax returns can be completed without re-keying data.
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 Scanned Files Effortlessly
Scan and organize documents 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 back up all client data files created by CS Professional Suite software for added security.
Annotate Documents to Include Notes
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 user history of stored documents, overwrite documents or add clients. Additionally, fax or email password-protected documents directly in seconds, archive folders for safekeeping and less clutter.
Flexible hosted solutions for your software
Because each firm has its own unique needs, we offer a variety of software delivery and hosting options. Whether you prefer web-hosted cloud computing or the more traditional local software installation configuration, you'll find it in the CS Professional Suite.
Give clients easy, quick and reliable access to documents
Customer Testimonial Video: Michelle Cyron CPA
CPA Michele Cyron explains how FileCabinet CS allows her quick access to files to better serve her clients.
White Paper: From Paperless to Less Paper: Ten Ways to Dial Down Paper Usage Without Going Cold Turkey
Increase Efficiency in Your Firm
Even if you're not ready to go 100% paperless, you can significantly reduce paper usage and increase efficiency at your firm by making a few simple changes. This white paper tells you how.
On-Demand Demo: FileCabinet CS: How Can This Paperless Solution Assist Your Firm?
Streamline Document Management
Find out how FileCabinet CS streamlines your document management by allowing you to securely access, view, and e-mail documents in an instant.
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