UltraTax CS
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SoftwareWorld Editorial Review
Why SoftwareWorld Chooses UltraTax CS
"Tax professionals and accounting firms often turn to UltraTax CS because it handles complex tax preparation across a wide range of return types without requiring teams to switch between multiple tools. It works well for firms managing high volumes of client filings each season. The workflow tends to suit experienced tax preparers who need reliable processing and organized client data. Smaller practices or solo filers may find the pricing and learning curve harder to justify."
Decision Snapshot
UltraTax CS Evaluation Snapshot
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Data Transparency
Pricing and availability can change, so current details should be confirmed with the vendor.
Product Overview
UltraTax CS Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose UltraTax CS
Problem it Solves
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Streamlines Tax Preparation And Compliance For Accounting Professionals
Target Users
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Tax Professionals
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Accountants
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CPA Firms
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Tax Preparers
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Financial Advisors
Core Use Case
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Prepare Tax Returns
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Generate Client Reports
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Manage Electronic Filing
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Track Tax Law Changes
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Optimize Tax Planning
USP
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Streamline Tax Preparation With Comprehensive And Efficient Software Solutions
Pros
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Professional-grade tax engine trusted by CPA firms nationwide for decades
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Handles complex multi-state returns without breaking calculation accuracy
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Deep integration with other Thomson Reuters CS Suite products saves time
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Client data flows directly from accounting modules, cutting manual entry
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Organizer tools help gather client documents before tax season starts
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E-filing across federal and state returns works reliably year after year
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Constant regulatory updates keep pace with IRS and state law changes
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Research tools connect directly to Thomson Reuters tax guidance resources
Cons
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Pricing structure favors large firms, leaving smaller practices underserved
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Setup and configuration demand significant time investment upfront
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Mobile accessibility falls noticeably short of the desktop experience
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Reporting customization feels rigid for analytics-driven accounting teams
Editorial Buyer Guidance
Who Is UltraTax CS Best For?
Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.
Problem It Solves
Streamlines Tax Preparation And Compliance For Accounting ProfessionalsTarget Users
- Tax Professionals
- Accountants
- CPA Firms
- Tax Preparers
- Financial Advisors
Core Use Cases
- Prepare Tax Returns
- Generate Client Reports
- Manage Electronic Filing
- Track Tax Law Changes
- Optimize Tax Planning
Unique Selling Point
Streamline Tax Preparation With Comprehensive And Efficient Software Solutions
Strengths and Limitations
UltraTax CS Pros & Cons
Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.
+
Pros
- Professional-grade tax engine trusted by CPA firms nationwide for decades
- Handles complex multi-state returns without breaking calculation accuracy
- Deep integration with other Thomson Reuters CS Suite products saves time
- Client data flows directly from accounting modules, cutting manual entry
- Organizer tools help gather client documents before tax season starts
- E-filing across federal and state returns works reliably year after year
- Constant regulatory updates keep pace with IRS and state law changes
- Research tools connect directly to Thomson Reuters tax guidance resources
!
Cons
- Pricing structure favors large firms, leaving smaller practices underserved
- Setup and configuration demand significant time investment upfront
- Mobile accessibility falls noticeably short of the desktop experience
- Reporting customization feels rigid for analytics-driven accounting teams
Sponsored Products
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Category-Based Capabilities
UltraTax CS Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Corporate Tax Software 16 selected features Open category ↗ ⌄
Electronic Filing
For Nonprofits
Status Tracking
Compliance Management
Tax Planning
Data Import/Export
Corporate/Business
Audit Trail
Third-Party Integrations
Reporting & Statistics
Sales Tax Management
Document Management
Data Verification
Exception Notification
Tax Calculation
Client Management
Tax Preparation Software 13 selected features Open category ↗ ⌄
Tax Calculation
Tax Filing
Tax Forms
Accounting
ACH Payment Processing
Approval Process Control
Audit Management
Compliance Management
Document Management
Tax Management
Client Portal
Digital Signature
For Tax Practices
Connected Applications
UltraTax CS Integrations
Integration information is displayed only when approved integration products are available on the profile.
Microsoft Excel
Microsoft Outlook
Adobe Acrobat
Lacerte Tax
Fixed Assets CS
Pricing Information
UltraTax CS Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Basic
$2500
Per Year
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Verified User Feedback
Write a UltraTax CS Review ↗
UltraTax CS Reviews
Approved reviews submitted through verified Google or LinkedIn reviewer accounts.
Luis R.
Bookkeeper
Reliable Tax Software with Accurate Results
UltraTax delivers accurate tax returns consistently, giving users confidence in their work. Once you get familiar with its features, the workflow becomes smooth and efficient. While there is a learning curve, especially for those transitioning from other software, the accuracy and reliability make it well worth the effort.
Reviewed on June, 2023
Justin G.
Supervisor
Comprehensive and Up-to-Date Tax Software
UltraTax is an excellent choice for anyone needing thorough coverage of federal and state tax forms. It stays current with changing tax laws, making it a reliable tool for accurate filings. While the software is easy to use and highly comprehensive, customer support can be slow at times, which is something to keep in mind.
Reviewed on September, 2021
Alternative Products
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Frequently Asked Questions
UltraTax CS FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
UltraTax CS is a user-friendly tax preparation software designed to help tax professionals and accounting firms streamline the preparation and filing of individual and business tax returns. The software offers a comprehensive suite of features, including automatic calculations, e-filing, and data import from previous tax years, making the tax preparation process faster and more accurate. UltraTax CS integrates with other accounting tools, allowing for seamless data transfer and reducing manual entry errors. It also provides up-to-date tax law compliance and automated error checking to ensure accuracy. With its customizable dashboards and reporting tools, UltraTax CS helps firms efficiently manage client information and deadlines. This software is ideal for tax professionals looking to enhance productivity and reduce the risk of filing errors.
- No, UltraTax CS does not offer a free version.
- Yes, UltraTax CS offers a free trial.
- No, Credit Card details are not required for the UltraTax CS trial.
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UltraTax CS offers the following pricing plans & packages:
Basic
$2500 Per Year
-
UltraTax CS supports the following payment frequencies:
- Annual Subscription
- No, UltraTax CS does not offer an API.
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UltraTax CS can be integrated with the following applications:
- Microsoft Excel , Microsoft Outlook , Fixed Assets CS , Lacerte Tax , Adobe Acrobat
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UltraTax CS offers support with the following options:
- Chat
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UltraTax CS offers training with the following options:
- Live Online , Webinar , Documentation
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UltraTax CS supports the following languages:
- English
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Following are the typical users of the UltraTax CS:
- Self-Employed , Small-Business , Midsize-Business
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UltraTax CS supports the following deployment:
- Cloud Hosted
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UltraTax CS supports the following devices and operating systems:
- Web-Based
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