Is Liscio just a client portal?

No. A portal is a place clients log in to swap files. Liscio does include secure client messaging and document gathering, but its core is File Intelligence: every document is read, named, and tagged by client, year, and form type the moment it arrives, so the archive is findable rather than just stored. It reads and classifies more than 191 document types built specifically for accounting work, from individual and business returns to state returns, 1099s, K-1s, and IRS notices, and flags anything outside that list for review rather than guessing. It also runs the tax workflow around those documents, including organizers, request lists, return delivery, and e-signature. Calling it a portal describes the front door and misses the system behind it.

Does Liscio replace my whole firm software stack?

Liscio replaces the document management and client-facing tools that most firms run alongside FileCabinet CS: storage and retrieval, secure messaging, document gathering, organizers, request lists, return delivery, and e-signature. It is not a practice management suite with job pipelines, time tracking, and billing built in. It is the deep document-and-client layer that connects to whatever else your firm runs, which is the best-of-breed approach: pick the strongest tool for the job that matters most and connect the rest, rather than accept one suite's version of everything.

Do I lose UltraTax CS print routing if I move to Liscio?

You do not lose the outcome that routing was built for. Print-to-drawer routing exists to drop a file into the right folder so a person can find it later. Liscio reads and tags every document on arrival, so returns and documents are findable by client, year, and form type without depending on a print path to pre-sort them. If your firm keeps running UltraTax CS, documents still land in Liscio and still arrive structured. Raise any specific CS Suite workflow in your migration assessment and we will map it for you.

Can Liscio move my files somewhere other than Liscio?

Yes. Liscio runs expert-led FileCabinet CS migrations to wherever your firm keeps files, including SharePoint, OneDrive, Google Drive, Box, Dropbox, and your own servers or network drives, as well as to Liscio, and you do not need a Liscio subscription to have us move your files to storage you already own. We are agnostic about the destination. What we recommend, when Liscio is the destination, is that the files arrive read and tagged rather than merely stored, which storage alone cannot do.

Is Liscio more expensive than moving to SharePoint or OneDrive?

Storage you already pay for through Microsoft 365 looks free, but it only gives you a place to put files. It does not name, tag, or read them, and it does not message clients, gather documents, or deliver returns. Once you add the tools to do the tax workflow, you are paying for a stack. Firms that price Liscio against that full stack, or against a separate return-delivery and e-signature product, generally find it does more for less because the workflow is included. Compare the whole job, not storage alone.

What is the best destination for a FileCabinet CS migration?

It depends on your firm's existing software, team size, and how staff need to find documents after the move, not on which destination a provider is trying to sell you. A firm already committed to Microsoft 365 may land naturally in SharePoint. A firm that wants documents read and tagged on arrival, with the tax workflow included, chooses Liscio. What matters more than the brand is whether documents arrive with searchable structure and stay that way as new files come in. Liscio will move you to any of these destinations, so you can choose on fit rather than on lock-in.

FileCabinet CS to Liscio: Move Your Files to a System That Reads Them

Thomson Reuters is shutting down FileCabinet CS on December 31, 2027. If your firm is deciding where a decade of client files should go next, you have real choices. You can move them to storage you already own, like SharePoint, OneDrive, Google Drive, Box, Dropbox, or your own servers and network drives. Or you can move them into Liscio.

This page is about that last option: what it actually means to land your files in Liscio, and how to tell whether it is the right destination for your firm.

We will be straight with you about one thing up front. Liscio is not the only place we will move your files. We will take your archive wherever your firm keeps files, whether that is SharePoint, OneDrive, Google Drive, Box, Dropbox, or your own servers and network drives, and set it up properly. You do not need a Liscio subscription for us to do that. Most systems in this market try to lock you into one destination. We do not. That is exactly why we can tell you, plainly, what makes Liscio different when you do choose it.

The Difference Is What Happens When a File Arrives

Every other destination is storage. A good place to put files. The files sit where you put them, and finding one later means either remembering where it went or searching text that may or may not be there.

Liscio is not a place where files sit. It is a system that reads a file the moment it arrives and records what it is. A W-2 arrives and Liscio identifies it as a W-2, names it to your firm’s standard, and tags it by client, year, and form type. The same for a 1099, a K-1, an engagement letter, a prior-year return. The filing and naming work your team does by hand today happens on arrival, before anyone touches it.

This is what we call File Intelligence, and it is the reason a firm chooses Liscio as the destination rather than as one more folder to manage. It is built specifically for accounting documents, and it is predictable and reliable. It reads and classifies more than 191 document types, including individual and business returns, state returns for 41 states plus DC, W-2s, the full range of 1099s, K-1s, engagement letters, and more than 30 kinds of IRS notice. Anything outside that list is flagged for review, never guessed at. It is not a general tool taking its best guess at your paperwork. You can see the full list of supported document types for yourself.

The practical result is that documents in Liscio are findable, not just filed. A person can find a client’s return for a given year in seconds. And because every document carries structured tags, the firm is ready for the search tools that are quickly becoming standard, where finding the right file is a plain-language request instead of a climb through a folder tree.

Why This Matters More During a Migration

A migration is the one moment a decade of history moves at once. That makes it a chance most firms never get again: the chance to land every one of those files structured, not just stored.

FileCabinet CS organizes documents into drawers and folders keyed to client IDs. Client and year live in that structure, which is why staff can click their way to a client’s return. What the archive does not have is per-document tagging that a search tool can read across the whole set. Move those files point to point into any storage system and you carry the folders across and create none of that structure. You land in a newer, more expensive place with an archive exactly as hard to work with as the one you left.

Landing files in Liscio is the version of the move where the files arrive prepared. That is the argument for the destination, and it is honest: storage keeps your files. Liscio makes them findable.

What Liscio Replaces, and What It Does Not

This is where firms leaving FileCabinet CS deserve a clear answer, because a document system is not the whole of your software.

Liscio replaces the document management and client-facing side of FileCabinet CS and the tools bolted around it. Document storage and retrieval, secure messaging with clients, gathering documents, organizers, request lists, delivering the finished return, and e-signature all live in Liscio. For most firms leaving FileCabinet CS, that is the daily work.

Liscio is not a practice management suite, and we are not going to pretend it is. If you run job pipelines, time tracking, and billing inside one all-in-one platform, Liscio is not a drop-in replacement for that whole box. What Liscio is, is the deep, document-and-client layer that works alongside whatever else your firm runs. The all-in-one asks you to accept its version of every function. Liscio does the opposite: it owns everything that happens between your firm and your client, and does that deeply. The secure messaging. The personalized tax organizers. Gathering documents and chasing what is still missing. Walking each client through their finished return, part by part, all the way to signature and payment. That client frontier is the hard part of running a firm, and it is what Liscio is built for. For a growing number of firms, that depth is the reason to switch, not a gap to apologize for.

If you want the reasoning behind that choice, it is the whole point of best-of-breed: modern tools connect, so you no longer pay for a suite to get one good feature. You pick the strongest tool for the job that matters most, and files are the job that matters most for a firm leaving FileCabinet CS.

What About UltraTax and the Rest of the CS Suite

The feature FileCabinet CS users miss first is the print-to-drawer routing from UltraTax CS. You print a return and it drops into the right client’s drawer automatically.

Here is the honest framing. That routing is a convenience built to solve a filing problem, dropping a file into the correct folder so a person can find it later by clicking. Liscio solves the same problem from the other end. A return that arrives in Liscio is read and tagged on arrival, so it is findable by client, year, and form without depending on a print path to pre-sort it into a folder. If your firm keeps running UltraTax CS, returns and documents still land in Liscio and still arrive structured. You are not rebuilding a print-routing habit; you are moving past the reason it existed. If you want the specifics, here is how to print straight to Liscio from your tax software.

If any part of your current CS Suite workflow is critical to keep intact, raise it in your migration assessment and we will tell you plainly how it maps.

Is Liscio More Expensive Than Just Using Storage You Own

SharePoint or OneDrive can look free because you already pay for Microsoft 365. That comparison misses what you are actually buying.

Storage you own gives you a place to put files. It does not name them, tag them, read them, message your clients, gather documents, or deliver returns. To get those, you add tools, and the ones built for tax work are not free. Firms comparing Liscio to a stack of point tools, or to sending returns through a separate delivery and e-signature product, generally find Liscio does more for less, because the tax workflow is included rather than assembled and paid for piece by piece. Price it as the whole job, not as storage plus an unnamed list of the tools storage cannot do.

How the Move Works

A FileCabinet CS to Liscio migration is expert-led and done for you. We handle the export from FileCabinet CS, which is painfully time-consuming to do yourself: files do not drag out in bulk, so each document has to be printed to PDF one at a time, across every drawer, before it can be moved. We take that off your team and land your files in Liscio structured and searchable. We validate counts and check the archive against the source before anything is decommissioned, because once FileCabinet CS is off you can no longer check against a known-good original.

The best time to do this is well before your renewal and well outside tax season. Providers with real FileCabinet CS track records have finite capacity, so the earlier you engage, the more scheduling flexibility you keep and the better price you get before the deadline crush.

Ready to move your files out of FileCabinet CS?

Liscio migrates your archive out of FileCabinet CS and lands it classified and ready to search.

See how Liscio’s FileCabinet CS file transfer service works →