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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Our web-based Tax Series Software Suite is a powerful, user-friendly tool that addresses corporate tax requirements year-round, supporting processes from start to finish. Featuring a clean and intuitive interface, it aims for seamless collaboration and real-time tracking throughout each phase, ensuring that tax management and personnel receive the utmost support. Its intuitive navigation promotes a high degree of efficiency in preparing tax returns, allowing users to navigate the system with ease. Furthermore, the integration of data collection and provision functionalities within Tax Series enhances client productivity, enabling them to achieve maximum results with minimal effort. This robust solution is specifically crafted to efficiently and transparently manage global provision calculations, effectively accommodating the tight deadlines faced by corporations dealing with SEC regulations. By simplifying complex tasks, this suite empowers businesses to focus on strategic decisions rather than getting bogged down in compliance details.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Ace Cloud Hosting No 
CS Professional Suite No 
OneUp Networks No 
Onvio No 
SafeSend No 
Sagenext No 
SmartVault No 
Soraban No 
StanfordTax No 
TaxDome No 
Truss No 
Verito No 
Workpapers CS No 

Integrations

Ace Cloud Hosting Yes 
CS Professional Suite Yes 
OneUp Networks Yes 
Onvio Yes 
SafeSend Yes 
Sagenext Yes 
SmartVault Yes 
Soraban Yes 
StanfordTax Yes 
TaxDome Yes 
Truss Yes 
Verito Yes 
Workpapers CS Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$2500 per year
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Tax Technologies

Founded

2000

Country

United States

Website

www.taxtechnologies.com/Pages/TaxSeries/Software.aspx

Vendor Details

Company Name

Thomson Reuters

Founded

2008

Country

Canada

Website

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

Product Features

Tax Practice Management

Approval Process Control No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning No 
Tax Filing No 
Tax Forms No 
Workflow Management No 

Product Features

Corporate Tax

Compliance Management No 
Data Import / Export No 
Data Verification No 
Electronic Filing No 
Exception Notification No 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

Tax Planning

Detailed Savings Calculations No 
Export Branded Proposal No 
Export Branded Tax Plan No 
Multi-Entity Planning No 
Multi-Year Planning No 
Proposed Legislation Planning No 
State & Local Planning No 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning No 
Tax Filing No 
Tax Forms No 
Workflow Management No 

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