Thomson Reuters

FileCabinet CS is ithe industry's #1 digital document management system, which enables you to securely store, access, and view documents on your computer or network.

Designed specifically for the accounting profession, FileCabinet CS is enables you to securely store virtually any document electronically, so you can access, view, or email them from your computer in an instant.

"If I were to tell you everything I love about FileCabinet CS, I'd finish with one of your grandchildren. That's how great it is. Here's what it's done for me:

1. Because of FileCabinet CS, we've moved from 19 to 6 employees and increased our number of accounts by 20%.
2. 2.5 years of using FileCabinet CS has created a 33% decrease in the office space we need. We eliminated 27 file cabinets (135 drawers).

It's such a deal! The cost for FileCabinet CS was the same as purchasing one file cabinet, so I guess I'm good for 27 years. I wish I had it earlier. We 'print' everything to FileCabinet CS while we are processing (e.g., tax returns, interim financial statements, payroll processing). Heck, we even print email right into FileCabinet CS so that we have a permanent file available to everyone rather than looking all over the office for who has the client file."

-- Barry Ginsberg, MA

With FileCabinet CS, you can:

• Improve profitability by creating a paperless environment that streamlines your workflow -- FileCabinet CS makes the 100% paperless office a reality.
• Improve productivity and client relationships by instantly accessing any document, anytime -- and emailing or faxing the document with the click of a button. You'll be amazed at how much time you save and how more easily you can serve your clients.
• Dramatically reduce storage space and increase document security by saving files on your hard drive or network where they are easily accessed and automatically backed up.
• Achieve zero-time data entry -- capture data once and easily share it across applications, shortenening once-lengthy processes from weeks to days.

Why choose FileCabinet CS?

• Store virtually any Windows®-based document or scanned image by simply selecting FileCabinet CS as the printer. Scan virtually any source document and add it to your client's electronic files for easy reference.
• FileCabinet CS  it automatically recognizes the client name, originating application, document type, time-stamp, and appropriately files it any document it receives from any other CS Professional Suite application.
• Interfaces with all Windows®-based software and seamlessly integrates with all CS Professional Suite and Thomson Tax & Accounting products. This integration flexibility helps you organize and process documents and files more efficiently -- and without repeatedly opening and closing applications.
• Advanced security options simplify access control; you can easily create groups of users and assign security privileges to each group.

Document Organization and Management

Once your documents are safely stored in FileCabinet CS, you can organize and manage them so they are filed just the way you like them.

• Organize documents in folders and view folder lists.
• Annotate documents using text, highlighting, image files, or audio clips, and save commonly used stamps.
• Embed files, such as Microsoft® Word or Microsoft® Excel documents, for quick editing later.
• Archive documents for safekeeping and less clutter.

Instant Access and Document Sharing

With your documents securely stored and logically organized in FileCabinet CS, they are instantly available to multiple staff members whenever they're needed, allowing you to provide your clients with instant service.

• Instantly access documents from your computer or any networked station and from within your CS Professional Suite programs¿no more time wasted on searching through stacks of folders, file cabinet drawers, or a partner's office.
• Find any client folder by simply entering the first few characters of the client's ID or name.
• Search for documents by name or keywords.
• Meet client requests in seconds without ever leaving your desk.
• Email password-protected documents or fax documents directly to clients, banks, etc., in seconds.
• Give clients 24/7 access to documents on your website with NetClient CS® private client portals.
• Enjoy remote access to documents and CS Professional Suite applications with Virtual Office CS®.

Fast and Easy Scanning and Image-Management Features

FileCabinet CS offers comprehensive image scanning and management capabilities that help you easily scan, file, and organize documents for quick access during your workflow processing.

• Scan images of source documents into FileCabinet CS by placing the document on a TWAIN-compliant scanner or document feeder and clicking the Scan button in the FileCabinet CS toolbar. It's that easy.
• Organize your images the way you want them so they are ready when you need them during processing. Sort, annotate, and reorder pages in a group of scanned images, and tag each group with keywords to speed later searches.

Simple, Powerful Workflow Processing

The file structure in FileCabinet CS looks quite a bit like your paper files -- but with flexibility paper can never offer.

• Maintain different virtual "file cabinets" for different types of data (such as firm data, client data, or data for branch offices) and transfer document names and folder names from one data location to another.
• Create a global filing structure and custom naming conventions to ensure that all staff members use consistent filing methods.
• Automatically track the history of events (such as adding clients or overwriting documents) and keep a comprehensive and printable log that includes who completed each task for a client.

Process Documents Efficiently and Automatically

You'll be amazed at the time savings and convenience you'll enjoy with automatic seamless integration features. FileCabinet CS:

• Automatically recognizes the client you're working on -- the file is directed to the appropriate client drawer and folder.
• Automatically files based on application and time period. Documents are placed into the appropriate application folder and period-based subfolder.
• Automatically indexes documents: each page of a file is named and numbered (e.g., 1040, page 1). This makes storing and organizing fast and efficient for documents such as tax returns, financial statements, W-2s, 1099s, invoices, engagement workpapers, images of fixed assets, tax plans, payroll reports, and more.
• Allows you to embed files such as Word® documents or Excel® spreadsheets -- and enables you to edit those documents without ever leaving FileCabinet CS or opening another program.

Easy-To-Use Help and Support Systems

• Includes a comprehensive built-in Help system that provides a variety of ways to get help and learn about program features. In addition to the comprehensive Help options, our Knowledgebase is available free to all our software users -- it's fast, convenient, and always available.
• You can depend on prompt, courteous, and knowledgeable customer service and product support at (800) 968-0600. The CS Support is your direct link to our professionally trained support staff of specialists with tax, accounting, and software expertise.

Thomson Tax & Accounting products are designed for professional production work. Our system requirements are based on the assumption that professional accounting firms replace their computer hardware and operating systems approximately every three years.

While our products may operate on less powerful hardware and operating systems, we do not believe it will perform at a level suitable for production work in those environments. Of course, as processing speed and RAM are increased, software performance will also improve.

We recommend workstation class computers, which generally offer higher levels of performance than desktop models when running business applications.

For a complete listing of systems requirements for the CS Professional Suite, click here.