Resources

Switching and document management

Leaving an old document system is the hardest part of changing how a firm works. These pieces cover what to move, what to leave behind, and how to keep client history intact while your team gets to a better place.

Switching and document management

TaxDome Alternatives for Small Tax Firms After the 2026 Price Change

TaxDome now charges by client. Here are your real options: renegotiate, move to another suite, or split the client side from billing and workflow.

By Chris Farrell
Switching and document management

TaxDome Pricing 2026: The New Per-Client Plan, Explained

TaxDome now charges by active client, from $1,500 a year. See the new tiers, who moves when, and what a 1 to 5 user firm pays.

By Chris Farrell
Illustration of tax documents streaming from an older computer showing a dated client portal to a laptop and phone running a modern client app, with the Liscio logo and the words NetClient CS.
Switching and document management

NetClient CS alternatives: keep UltraTax CS, add the client side

NetClient CS is Thomson Reuters' client portal for CS Professional Suite. See what it does, what Liscio does differently, and test one of your own returns.

By Chris Farrell
Liscio vs ShareFile comparison: a file-management interface on a monitor with documents being shared into organized folders.
Switching and document management

Liscio vs ShareFile: Document Management for Accounting Firms (2026)

Liscio File Intelligence is $19 per user with no minimum. ShareFile Advanced is $16.50 with a three-user minimum. What $2.50 buys, and which fits your firm.

By Chris Farrell
Liscio vs SmartVault comparison: a document-management interface on a monitor with files being organized into folders.
Switching and document management

Liscio vs SmartVault: 2026 Pricing and Feature Comparison

Compare Liscio and SmartVault for document management, client portal and tax organizers. See 2026 prices, user minimums and who renames client uploads.

By Chris Farrell
Illustration of paper files and folders streaming toward a dashboard on a computer monitor, with the Liscio and Onvio logos.
Switching and document management

Onvio alternatives: keep your tax software and storage, add the client side

Thomson Reuters doesn't publish Onvio's US prices. See what Liscio costs, keep UltraTax CS and your storage, and test one of your own returns.

By Chris Farrell
Diagram of FileCabinet CS documents moving toward OneDrive and a structured library with classification metadata.
Switching and document management

FileCabinet CS to OneDrive: Design the Destination Before You Move Anything

FileCabinet CS hits end-of-life in 2027. Before you move to OneDrive, design the destination and the engine that keeps files classified long after the move.

By Chris Farrell
Illustration of tax document folders moving from cloud storage into a laptop.
Switching and document management

Leaving a legacy document system without losing your history

A practical look at how to move years of client files to a new home while keeping every record intact and your team working.

By Chris Farrell
Diagram showing a client file being routed to either archive or a new active system.
Switching and document management

What to move and what to leave behind

Not every file deserves a trip to your new system. A simple way to decide what comes with you and what stays in the archive.

By Chris Farrell

Plan your move

Move your files to Liscio

A guided transfer that preserves your history and gets your team working sooner.

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See it on your own files

Book a 1:1 demo and watch a document get read, named, and filed in real time.

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