FileCabinet CS support ends December 31, 2027, and Thomson Reuters advises moving “to an alternative document management system” (Thomson Reuters FileCabinet CS help, seen October 27, 2026). Onvio is Thomson Reuters’ own cloud option. It is not the only one, and leaving FileCabinet CS does not mean moving your back office.
Liscio connects your firm and your clients, and does the admin work in between.
You keep UltraTax CS. You print returns into Liscio from it, and you keep your storage: SharePoint, OneDrive, Google Drive, Box or Liscio’s own folders. Liscio adds the client side on top.
Check that on your own file before you read further: test one of your prior-year returns on liscio.me. It needs a computer-generated return PDF, not a scan.
Why now
After December 31, 2027, Thomson Reuters no longer supports FileCabinet CS (source, seen October 27, 2026). If you won’t change systems during tax season, your real window is the months outside it, and that is shorter than the date on the notice.
What Onvio is
Onvio is Thomson Reuters’ cloud suite. Here is what Thomson Reuters’ help pages and one independent review say, all seen October 27, 2026:
- A two-way portal. A 2020 CPA Practice Advisor review describes Onvio Documents as a two-way portal between firm and client. That source is third-party and from 2020.
- UltraTax CS. Onvio Client Center uses your UltraTax CS client data, and status syncs between the two (Thomson Reuters help).
- Mobile. Clients use the Onvio Client Center app to scan and upload documents and to handle e-sign tasks (Thomson Reuters help).
- Storage. Thomson Reuters documents running Onvio Documents alongside your current document management system as you transition (Thomson Reuters help).
- Price. The Onvio billing help page describes a base fee that includes one user. Thomson Reuters doesn’t publish Onvio’s US prices (Thomson Reuters help).
Two questions those pages don’t answer. Put both to your Thomson Reuters rep and get the answers in writing: what Onvio costs at your user count, and how you export your documents if you leave.
Onvio and Liscio side by side
| Onvio | Liscio | |
|---|---|---|
| Price | US prices not published; base fee includes 1 user | File Intelligence plan $19 / user / mo, or Liscio Platform $49 / user / mo, billed annually, per user. The $19 plan covers File Intelligence and document management, not the portal, e-signatures, organizers or document request lists |
| Tax software | Onvio Client Center uses UltraTax CS client data; status syncs | Reads any computer-generated return (not a scan): UltraTax CS, CCH ProSystem fx, CCH Axcess, Lacerte, ProSeries, ProConnect, Drake and others. Those seven packages also print into Liscio through FileConnect (requires Microsoft 365) |
| Mobile | Client Center app: scan, upload, e-sign tasks | iOS and Android apps for clients and for firms; clients scan pages with their phone into a PDF |
| Storage | Can run alongside your current document management system as you transition | Your choice: SharePoint, OneDrive, Google Drive or Box through integrations, or Liscio’s own folders |
Onvio column: the Thomson Reuters help pages linked in the section above, seen October 27, 2026. Liscio column: liscio.me/pricing and the product pages linked below.
What you keep
Your tax software. Liscio reads the return itself, so it works with any tax software that produces a computer-generated return: UltraTax CS, CCH ProSystem fx, CCH Axcess, Lacerte, ProSeries, ProConnect, Drake and others. A scan won’t do; it needs the PDF the software produced.
Your print habit. For UltraTax CS, CCH ProSystem fx, CCH Axcess, Lacerte, ProSeries, ProConnect and Drake, set a Liscio folder as the print destination once, then print returns to it with no upload or download. Each return arrives in your FileConnect queue, where you route it to create an organizer or a delivery: one path, multiple workflows. FileConnect requires Microsoft 365. The Liscio print folder is a OneDrive folder, set up once with your firm’s Microsoft 365 business account. How the FileCabinet CS print flow carries over.
Your storage. Keep using SharePoint, OneDrive, Google Drive or Box through Liscio’s integrations. Keep client uploads in Liscio and move the files you choose, or combined files, to your firm’s permanent storage. Or keep client files in Liscio’s own folders. The choice is yours, and none of it is a rip-and-replace.
What Liscio adds. Liscio is the admin layer between your firm and your clients. There are two ways in. The $19 File Intelligence plan reads, names and files your documents. The $49 Liscio Platform covers the whole client side: messages, requests, files and signatures with each client. How File Intelligence works.
What it costs
Onvio. Thomson Reuters doesn’t publish US prices. Its billing help page describes a base fee that includes one user (source, seen October 27, 2026). Get a written quote for your user count.
Liscio. Prices are published on liscio.me/pricing:
- File Intelligence plan: $19 per user per month, billed annually, per user. No minimum, and you can start free. It covers File Intelligence and document management. It does not include the portal, e-signatures, organizers or document request lists.
- Liscio Platform: $49 per user per month, billed annually, per user.
- Tax Enterprise: custom pricing. Talk with us.
Leaving FileCabinet CS
Liscio’s FileCabinet CS migration service is a flat, one-time service fee, not a subscription:
- Small firms (under 25GB): $2,000
- Mid-size firms (25–100GB): $4,000
- Large firms (100–500GB): $7,500+
- Enterprise: custom quote
- Express handling adds $1,000 on top of the flat fee
Choose Liscio as your migration destination and get 50% of the flat migration fee back as Liscio credit. The credit excludes express handling, is valid for 12 months from migration completion, is non-transferable, has no cash value, and applies only when Liscio is the destination.
Test it on your own file
Two tests on liscio.me:
- Last year’s return. Print a prior-year 1040 from UltraTax CS to PDF and drop it in. Liscio reads it and builds this year’s organizer from it.
- The worst file a client sent you this season. The IMG_8314312.png or scan0001.pdf nobody wanted to open. Liscio renames messy client-uploaded files into your firm’s naming convention, and you can always change its recommendation.
File Intelligence is math, not AI. It is deterministic on most core structured tax forms, with broad coverage across 300+ document types. You don’t have to take that on trust: run your own files through it.
If the results hold up, book a live demo and see it on your firm’s workflow. Most firms are up and running in under 4 hours.
Also see the best FileCabinet CS alternatives and more on switching systems.