I use UltraTax and have been using File Cabinet in conjunction, but I honestly have never cared for FC. I do not use any other products from CS. Has anyone ditched File Cabinet? Have you found an alternative?
I know it works fairly seamlessly with UT, but I have actually had quite a few problems, including lost data, in FC. I am struggling to justify its cost and utility at this point relative to how I maintain other tax files besides tax returns. I have stopped e-mailing from FC since I use encrypted e-mail for that, and have to export to PDFs anyway to do so. My thought was instead of continuing with FC, just create a PDF in each of my client folders that reside on my encrypted hard drives as the archive. Only slightly more effort than current process of going to FC first, then creating PDFs to send via encrypted e-mail.