Industry news
The tools and expectations around accounting firms keep shifting. These pieces track the trends, product changes, and legacy-system transitions that affect how firms work and what clients expect.
How to Export Files from FileCabinet CS
FileCabinet CS is reaching end-of-life, but exporting your data isn't as simple as "drag and drop." This guide breaks down the technical hurdles of the manual export process—including legacy OLE formats and flat-file outputs—versus the ROI of professional migration services. Learn how to preserve your client files without losing weeks of billable staff time.
By Chris Farrell
Why AI Fails at Tax Document Classification (And What Actually Works)
Generic AI tools weren't built for tax documents — and the error rates prove it. Here's why most AI classification systems fail accounting firms, and what purpose-built solutions do differently.
By Chris Farrell
FileCabinet CS to SharePoint: Complete Migration Guide
FileCabinet CS shuts down December 31, 2027. Learn why migrating to SharePoint takes 4–8 weeks DIY versus 3 business days with professional help — and what firms need to know before they start.
By Chris Farrell
FileCabinet CS Is End-of-Life: Your Migration Guide
Thomson Reuters is discontinuing FileCabinet CS in December 2027. Here's what 12,000+ accounting firms need to know about migration options, realistic timelines, and how to avoid the cost of waiting too long.
By Chris Farrell
Modernize Your Firm: Why Liscio and SmartVault Outperform Thomson Reuters’ Legacy Systems
Tired of clunky, outdated systems like NetClient CS and FileCabinet CS? Discover why modern firms are replacing legacy Thomson Reuters tools with Liscio and SmartVault. Learn how this powerful combo simplifies document workflows, boosts efficiency, and transforms the client experience—without tech headaches.
By Chris Farrell
Case Study: Caleb L. Jenkins, EA, CQP – Transforming Client Communication and Document Management with Liscio and SmartVault Integration
How Caleb L. Jenkins, EA, transformed client communication and document management at RLJ Financial Services using Liscio and SmartVault.
By Chris Farrell
Dawn Brolin Announces Her 2024 Starting Lineup of Must-Have Accounting Apps
Discover Dawn Brolin's winning lineup of accounting apps for 2024, featuring Liscio as the star pitcher and SmartVault as the reliable catcher, ensuring efficient communication and secure document management to elevate your firm's performance and client experience.
By Chris Farrell
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