Choosing the right tax software is one of the most important decisions you’ll make as a preparer. Whether you’re filing a handful of returns or managing a high-volume office, UltimateTax offers flexible packages designed to fit your workflow, budget, and client base. This guide breaks down each plan to help you find the best fit—without the guesswork.
Package Comparison
| Plan Name | Ideal For | Price | Key Features |
|---|---|---|---|
| Pay-Per-Return | Low-volume preparers or part-time pros | $388/year + $20/return | 1040 software, all states included, up to 10 users |
| Online 1040 | Cloud-based 1040 prep for solo or small teams | $888/year | Unlimited e-filing, all states, up to 10 users |
| Desktop 1040 | Larger offices preferring local install | $988/year | Unlimited e-filing, all states, unlimited users |
| 1040 + Corporate | Firms handling both individual & business returns | $1,188/year | Includes 1040 + 1120, 1120S, 1065, unlimited users |
What Sets UltimateTax Apart
- Transparent Pricing: No surprise fees or per-return limits (except PPR).
- Unlimited Support: Call, chat, or email our U.S.-based team year-round.
- Flexible Platform Options: Choose cloud or desktop to match your office setup.
- ProClient Integration: Add-on CRM helps with scheduling, document sharing, and remote signatures.
- Bank Product Partnerships: Offer refund transfers and preparer advances via EPS, TPG, and Refund Advantage.
- Free Data Conversion: We’ll move your info over from most major software platforms at no extra charge.
Frequently Asked Questions
Do all plans include all states? Yes—all plans (including Pay-Per-Return) include all states at no additional cost.
Can I switch plans later? Absolutely. Many preparers start with PPR and upgrade once their volume increases.
How long does setup take? Most users are up and running in less than an hour. We offer onboarding help if you need it.
What’s the difference between Online and Desktop? Online lets you work from anywhere. Desktop is great for in-office prep with multiple users on the same network.
Ready to Choose?
Still not sure which package is right for you? Schedule a quick call or compare plans side by side to get a personalized recommendation.
UltimateTax is built to help you move faster, serve better, and stress less—no matter what kind of tax practice you run.
