UltimateTax offers several software packages tailored to different business sizes and needs:
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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 priced at $888/year. Offers unlimited e-filing, all states included, and supports up to 10 users.
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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.
Key Features
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User-Friendly Interface: The Launch Pad provides quick access to common tasks, reducing the learning curve for new users.
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Interview Mode: Guides preparers through a step-by-step process, ensuring all necessary information is collected.
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Comprehensive Reporting: Generate detailed reports on return statuses, preparer performance, and more.
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E-Signature Integration: Supports electronic signatures, allowing clients to sign documents remotely.
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Bank Product Integration: Partnered with EPS Financial, Santa Barbara TPG, and Refund Advantage to offer refund transfers and other financial products.
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Data Conversion: Free conversion from other tax software programs, facilitating a smooth transition.
Support and Resources
UltimateTax provides robust support options to assist users.
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365 Service: Year-round support via phone, chat, and email.
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Knowledge Base: Access to articles, guides, and FAQs to troubleshoot common issues.
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Live Chat Support: Available through the MyUltimateTax Customer Hub for real-time assistance.
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Training Resources: Includes training videos and practice returns to help users become proficient with the software.
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IRS e-Services for Tax Professionals
Learn more about tools and registration for electronic filing providers, including PTIN applications and e-file status.
https://www.irs.gov/e-services
Conclusion
UltimateTax offers a range of tax preparation solutions suitable for various business sizes and needs. With its user-friendly design, comprehensive features, and dedicated support, it serves as a reliable tool for tax professionals aiming to enhance their efficiency and service quality.
For more information or to request a demo, visit UltimateTax.
