Overview: What Is UltimateTax?
UltimateTax is a professional tax preparation software designed for tax preparers and firms of all sizes. With over a decade in the industry, it provides a range of packages to suit varying needs—from occasional filers to high-volume offices. Key features include unlimited e-filing, corporate return support, and comprehensive customer service.
Key Features
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Unlimited E-Filing: File as many federal and state returns as needed without extra fees.
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Smart Diagnostics: Built-in tools to catch errors before submission, ensuring accuracy.
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Interview Mode & Forms View: Choose between guided data entry or traditional form layouts.
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E-Signature Support: Securely collect client signatures electronically, streamlining the filing process.
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Multi-User Access: Depending on the package, support for multiple users is available, facilitating team collaboration.
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Bank Product Integration: Offer clients refund options and potentially receive software discounts based on volume.
Pricing & Packages
UltimateTax offers several packages to accommodate different business sizes and requirements:
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Pay-Per-Return (PPR): Ideal for preparers handling a limited number of returns. Priced at $388/year, with a $20 fee per return. Includes 1040 software, all states, and up to 10 users.
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Online 1040: A cloud-based solution providing access to 1040 forms with unlimited e-filing, suitable for preparers seeking mobility and convenience. Priced at $888/year.
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Desktop 1040: A desktop application priced at $988/year. Provides unlimited e-filing, all states included, and supports unlimited users.
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1040 + Corporate: Priced at $1,188/year, this package includes both individual and corporate tax preparation capabilities, unlimited e-filing, all states, and supports unlimited users.
Customer Feedback
UltimateTax has a Trustpilot rating of 3.9 out of 5, based on over 330 reviews.
Positive Highlights:
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Users appreciate the user-friendly interface and responsive customer service.
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The software’s affordability and comprehensive features are frequently mentioned.
Areas for Improvement:
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Some users have reported technical issues during peak filing times.
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A few reviews mention challenges with customer support responsiveness.
Who Should Use UltimateTax?
UltimateTax is suitable for:
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Solo Preparers: Those needing a cost-effective solution for a limited number of returns
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Small to Mid-Sized Firms: Businesses requiring multi-user access and corporate return capabilities.
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Mobile Preparers: Professionals who value cloud-based access and flexibility.
If you need further assistance or have specific questions about UltimateTax, feel free to ask!
