New! The 2026 Practice CS Switching Guide — migration, timeline, and what stays. Read the Guide>
For Thomson Reuters firms

Practice CS wasn't built for how your firm works now.

Firm360's co-founder ran Practice CS, FileCabinet CS, and UltraTax for more than 20 years. When he couldn't find a platform that replaced the fragmented stack without touching UltraTax, he built one. Documents, projects, billing, and client communication in a single place.

See Firm360 in action

A personalized demo built around your firm — entity types, workflows, team size.

Practice CS was built for a desktop-first era.

Firm360 was built for how accounting firms actually work today.

Running a report just to see where work stands

Practice CS has no at-a-glance view of the firm. Partners chase status updates instead of getting them automatically.

Five systems, five logins, zero sync

Time in one place, documents in another, clients in a third. Every new hire learns the firm through five tools, and things fall through the cracks.

The vendor's roadmap moved on

With FileCabinet CS sunsetting December 31, 2027, the writing is on the wall for the broader CS Professional Suite. Support and updates have slowed.

What changes. What doesn't.

Firm360 integrates directly with UltraTax. Your tax software is not part of the switch.

What you're runningBecomes in Firm360What you get
Practice CS → Firm360 Project Management Recurring workflows, task automation, real-time workload visibility
FileCabinet CS / GoFileRoom → Firm360 Document Management Secure cloud storage, folder templates, client portal delivery
NetClient CS → Firm360 Client Portal Secure messaging, document upload, eSignature
UltraTax ✓ Stays. Firm360 integrates directly. Native Filesync integration — returns file to the right client folder automatically
Most firms complete the switch with guided onboarding — four workshops, a dedicated data-import specialist, and a support team that handles the Practice CS import for you.

“There has to be a better way.”

After 20 years running his own firm on Thomson Reuters products, that's what Brandon Gray kept telling himself. Hear why he built Firm360 — in 3 minutes.

Firms that made the switch

Thomson Reuters firms that left Practice CS for Firm360 — and what changed.

“There are a couple of people in our office who are good at Practice CS. Most people are not. They cannot find what they need in it. Firm360 is the all-in-one picture, and it's intuitive — it's just so much more user-friendly than Practice CS.”

AB
Amber BowenPartner, Kopsa Otte CPAs & Advisors
6 → 1
tools consolidated into one platform
0
payments re-entered between systems
1
client portal for uploads, messages, and downloads

“We operate better. We operate faster. We operate more accurately. Our teammates are happier, clients are happy, and I don't know that we'll be able to outgrow Firm360.”

BM
Brian MoyerManaging Partner, Moyer & Company — replaced Practice CS
1 hour
to train each new hire
700+
tax returns managed on Firm360
Firm-wide
move to subscription billing, newly possible

“With Thomson Reuters products, you get an onboarding team, but then they kind of dissolve. With Firm360, you're never on your own.”

HN
Henriette NielsenOperations Coordinator, Henssler CPAs & Advisers — switched from the full CS Professional Suite
22%
more tax returns submitted
36 hrs
admin time saved per month
350+
engagement letters in 6 weeks