Compare · facts captured 2026-08-24
Thomson Reuters owns tax prep at scale. FileCabinet CS sunsets 2027-12-31. ficary is the practice layer and ledger — tax last.
Nominative comparison, not a partnership. Firm sales open when this suite is in the product. Tax prep stays last. ficary has not earned SOC 2, ISO 27001, or a HIPAA attestation.
| Axis | Thomson Reuters | ficary |
|---|---|---|
| Tax prep | UltraTax / GoSystem / CoCounsel | Blocked until E7 and §7216 consent |
| Documents | FileCabinet CS sunsets 2027-12-31; Onvio is the cloud successor | Checksum document tree started. Not a FileCabinet replacement today |
| Practice layer | Practice CS (legacy desktop) + Onvio | Firm CRM and work live; mail/portal partial |
| AI trust | CoCounsel on contracted models; strong tax AI story | Protected inference for firm data — building. We do not claim tax AI |
Choose Thomson Reuters when tax prep is the buy and you already live in that suite.
UltraTax, GoSystem, and CoCounsel are the tax fortress. Do not pick ficary to replace tax prep.
Choose ficary when you are re-shopping documents and workflow because FileCabinet ends, and you want books on the same platform later.
A modern practice layer and a ledger their suite does not replace. FileCabinet’s sunset is a documents door — not a claim we already store every workpaper.
Practice CS / FileCabinet exports are importer priority #2. Email is reconnected, never imported.
Full Thomson Reuters migration guide
Isolation and private inference: Protected SKU. No earned SOC 2, ISO 27001, or HIPAA badge. No client stories and no unpublished seat prices.
Leave FileCabinet when you have a real document store. Do not leave UltraTax for ficary. Tax stays last.
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Practice + books
Google and Microsoft. As-of WIP. Realization. Fee caps. One close. Write us when you are ready to leave.