Create and restore client data backups to and from FileCabinet CS

Use the Backup
and Restore
tools to back up clients, documents, system settings, and product settings to and from FileCabinet CS.

Follow these steps to back up or restore UltraTax CS files in FileCabinet CS.

Back up

To back up items to FileCabinet CS, select File
, then Backup
from the UltraTax CS application menu.

Select the data type you want to back up from the dropdown.

Select the items you want to back up then select Select
.

In the Backup data section, select FileCabinet CS
, then Backup
.

If the backup is successful, a Data Backup folder is created in the FileCabinet CS drawer.

Restore

To restore backed up items from FileCabinet CS, select File
, then Restore
from the UltraTax CS application menu.

If prompted for a backup location, select Continue
.

In the Restore window, select the backed-up data type to restore from the dropdown.

Mark the Client backups in FileCabinet CS
or System backups in FileCabinet CS
checkbox.

Select the items you want to back up then select Select
.

Select Restore
to restore the files from previous backups.