UltimateTax 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.

Pricing

Pricing Starts At:
$388 per year

Integrations

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Company Details

Company:
UltimateTax
Year Founded:
2006
Headquarters:
United States
Website:
ultimatetax.com

Media

UltimateTax Screenshot 1
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Product Details

Platforms
Web-Based
Windows
Types of Training
Training Docs
Live Training (Online)
Training Videos
Customer Support
Business Hours
Live Rep (24/7)
Online Support

UltimateTax Features and Options

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