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features
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support

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Description

UltimateTax is a comprehensive tax preparation software utilized by thousands of tax professionals each year, designed to streamline the process of preparing, reviewing, and electronically filing both federal and state tax returns in the U.S. This platform not only aids in managing client information and ensuring compliance but also enhances office productivity through effective workflows, offering reliable support for both cloud-based and desktop systems. Users benefit from an interview-style data entry process that simplifies client interactions, smart diagnostics to identify potential mistakes prior to e-filing, automatic transfer of prior-year data, intuitive form-linking for seamless navigation, and compatibility with all 50 states along with various return types such as individual 1040, corporate, fiduciary, partnership, and more. Additionally, UltimateTax features a range of product options, including Online 1040, Desktop 1040, Pay-Per-Return, and packages that combine 1040 and corporate services, allowing firms of different sizes to select the workflow that best suits their needs. This flexibility ensures that tax preparers can efficiently cater to their clients' diverse requirements while maximizing productivity.

Description

Streamline your business or professional tax preparation effortlessly with the robust, time-efficient features offered by Thomson Reuters UltraTax CS professional tax software. This comprehensive solution provides a wide array of federal, state, and local tax programs, encompassing 1040 individual, 1120 corporate, 1065 partnership, 1041 for estates and trusts, as well as multi-state returns. UltraTax CS integrates flawlessly with other Thomson Reuters products, such as CS Professional Suite and Onvio cloud software, ensuring that you never miss billable hours due to manual processes. Fulfill all your tax workflow requirements with a tailored, all-in-one solution designed around cloud technology, enhanced data sharing capabilities, and a paperless approach. You can simultaneously view inputs, forms, prior year data, diagnostics, and more across as many as four different monitors. Additionally, you can kick off each tax season with a checklist that automatically retrieves your client's data from the previous year's return, making the transition smoother. The system even allows for automatic linking of returns through Tax ID numbers, enhancing efficiency and accuracy in your tax preparation process.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ATX
Ace Cloud Hosting
CS Professional Suite
CrossLink
Drake Tax
Intuit ProSeries Tax
OneUp Networks
Onvio
SafeSend
Sagenext
SmartVault
Soraban
StanfordTax
TaxAct
TaxDome
TaxSlayer
TaxWise
Truss
Verito
Workpapers CS

Integrations

ATX
Ace Cloud Hosting
CS Professional Suite
CrossLink
Drake Tax
Intuit ProSeries Tax
OneUp Networks
Onvio
SafeSend
Sagenext
SmartVault
Soraban
StanfordTax
TaxAct
TaxDome
TaxSlayer
TaxWise
Truss
Verito
Workpapers CS

Pricing Details

$388 per year
Free Trial
Free Version

Pricing Details

$2500 per year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

UltimateTax

Founded

2006

Country

United States

Website

ultimatetax.com

Vendor Details

Company Name

Thomson Reuters

Founded

2008

Country

Canada

Website

tax.thomsonreuters.com/us/en/cs-professional-suite/ultratax-cs

Product Features

Product Features

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Alternatives

UltraTax CS Reviews

UltraTax CS

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