UltimateTax: Affordable, Scalable Software for Professionals

Jul 2, 2025

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 needsโ€”from occasional filers to high-volume offices. Key features include unlimited e-filing, corporate return support, and comprehensive customer service.


ย Key Features

  • Unlimited E-Filing: File as many federal and state returns as needed without extra fees.

  • Smart Diagnostics: Built-in tools to catch errors before submission, ensuring accuracy.

  • Interview Mode & Forms View: Choose between guided data entry or traditional form layouts.

  • E-Signature Support: Securely collect client signatures electronically, streamlining the filing process.

  • Multi-User Access: Depending on the package, support for multiple users is available, facilitating team collaboration.

  • Bank Product Integration: Offer clients refund options and potentially receive software discounts based on volume.


ย Pricing & Packages

UltimateTax offers several packages to accommodate different business sizes and requirements:

  • 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.

  • 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.

  • Desktop 1040: A desktop application priced at $988/year. Provides unlimited e-filing, all states included, and supports unlimited users.

  • 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.


ย Customer Feedback

UltimateTax has a Trustpilot rating of 3.9 out of 5, based on over 330 reviews.

Positive Highlights:

  • Users appreciate the user-friendly interface and responsive customer service.

  • The software’s affordability and comprehensive features are frequently mentioned.

Areas for Improvement:

  • Some users have reported technical issues during peak filing times.

  • A few reviews mention challenges with customer support responsiveness.


ย Who Should Use UltimateTax?

UltimateTax is suitable for:

  • Solo Preparers: Those needing a cost-effective solution for a limited number of returnsย 

  • Small to Mid-Sized Firms: Businesses requiring multi-user access and corporate return capabilities.

  • 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!

author avatar
Mike Steele CEO
Mike Steele is the CEO of UltimateTax, where heโ€™s spent over 20 years building simple, affordable tools that help tax professionals thrive. A champion of small business success and innovation in tax tech, Mike leads a team focused on customer service, transparent pricing, and making tax prep easier for independent preparers across the U.S.

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