Management dashboard – able to manage multiple offices
Electronic signature pads – capture the signature on every return
2D Barcode Scanning & Scan and Store
WIP Screen (work in progress)
Why They Stay
Bigger offices – good rebates
Can be very user friendly software
Has minimal technical issues
Very good work in progress screen
Launch Pad – The custom launch screen puts the most common items front and center on the dashboard. This speeds up the workflow and reduces learning curve.
365 Service – We have in-house, next level support. With many options to serve you. We are here when you need us, 365 days a year.
UltimateCash – Rewards paid directly to the tax office based on volume.
Fee Collect™ – Your preparation fees go straight to your account. Get away from the credit card fee and make additional income.
Context-Sensitive Help – The built in help is a comprehensive, context-sensitive, mega-source of knowledge at your fingertips.
Interview Mode – The interview mode is like having an extra trained professional in your office.
State Modules – All states included – ProCollect and Premium.
Detailed Reports – In real time access all the reports you will ever need. You will know how many returns each preparer has done, how many fees collected and which forms are most popular. Even check to see if a return is accepted or waiting.
Free Conversions – Convert your data your current tax program to UltimateTax.