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Tax & Accounting
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UltraTax CS
Provides a full line of federal, state, and local programs. Save time with tax planning, preparation, and compliance.
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Trade & Supply
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Risk & Fraud
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News & Media
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Store UltraTax CS documents
Use any of the following methods to store images of UltraTax CS documents and information. You'll need to be separately licensed for FileCabinet CS and GoFileRoom.
FileCabinet CS
You can send most UltraTax CS client-related documents, such as images of returns, extensions, and organizer pages to FileCabinet CS for storage.
note
If you are not licensed for FileCabinet CS, you can use File Drawer for limited document storage.
File Drawer
File Drawer is an electronic storage feature that is installed automatically with UltraTax CS if neither FileCabinet CS nor GoFileRoom is licensed and installed. File Drawer stores images of UltraTax CS returns, extensions, and input screens and you can select
Drawer
in the folders block to view them.GoFileRoom
GoFileRoom is a web-based document management application that enables you to store, view, edit, and manage documents online. GoFileRoom integrates with Thomson Reuters applications, including UltraTax CS. Images of tax returns, extensions, and input screens can be stored in and accessed from GoFileRoom.
note
If you are not licensed for GoFileRoom, you can use File Drawer for document storage.
Onvio
Onvio Firm Management is cloud-based application that includes Onvio Documents and Onvio Client Center. You can store preparer documents in Onvio Documents, and client returns in Onvio Client Center.