Launch Pad
Finally! A tax program that makes life a little easier.
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
You don’t think about support until you need it.
Has your computer ever died during tax season? Never fear! If you filed the return then it can be restored! Call the support office and you will be back up running!
Your tax computers have not been ON since the end of last tax season? No problem! The support staff will bring your tax office back to life!
Don’t know where some income goes on the return? Detailed resources are available to help you with that!
Free Conversions
Convert your data from your current tax program to UltimateTax.
You can save yourself time and worry by using our team of seasoned professionals do the conversion, FREE!
Fee Collect™
Exclusive feature of Fee Collect
Your preparation fees go straight to your account. Get away from the credit card fee and make additional income. Customers love that you offer this service and the convenience of not having to pay money at the time of service. You could call this a cheap bank product. The fees are taken out of your preparation fees. The standard $15.00 fee is charged to the tax preparer on each return. Customer can have their refund direct deposited right to their account. There are additional fees to the client for a direct deposit or office printed check.
Context-Sensitive Help
You know that moment you just need a fast answer? Maybe you are a bit more of a DIY kind of guy (or gal).
The built in help is a comprehensive, context-sensitive, mega-source of knowledge at your fingertips. Use it to find general information or use the field help for a direct reference to the field in question.
Interview Mode
The interview mode is like having an extra trained professional in your office.
It helps you get new preparers up to speed and protects you by asking all the right questions to keep you compliant.
State Modules
All states included – ProCollect and Premium.
As you expect, all states are included. Help customers by doing returns for any state with no additional cost to you or for E-File.
Detailed Reports
Great reports can help you stay on track with the business.
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.
Ultimate Cash™
The interview mode is like having an extra trained professional in your office.
It helps you get new preparers up to speed and protects you by asking all the right questions to keep you compliant.
- Bank Products
Offer payment aid to your customers so they don’t have to pay any upfront fees. Also get involved in the rebate program based on how many products you do. This allows you to compete with the large competitors by offering the same products. - E-filing Options
From Our Unlimited E-filing to our Small pay per return E-file fee package, there are options for every tax professional. If you do not see a package here with the options you desire, give our sales team a call to see what we can do. - Rebates
How about getting paid for every bank product you do? We pay rebates based on your volume. You can also do an add on fee that can be withheld and paid to your office. - 1040 Individual
All parts of the 1040 Individual forms are all here. Including basic schedules, sole proprietor, farmer, rental owner and more. - Comprehensive E-filing Diagnostics
One last check to be certain that the E-File is valid can save you time and frustration. The diagnostics tool will ensure you are ready to send all at the click of a button! - Form-Linking
Where has the been all my life!? Save time by going to the correct form the first time! Knowing where the number is supposed to go is only part of the challenge, getting it there is the rest. Save time by going to the correct form the first time! - Networkable
The power of networking makes it easy to work like a “big” office with multiple workstations. Flexibility becomes available, such as: access returns fast from multiple locations in the office, add a new workstation in under 5 minutes, manage user security levels and monitor who gets access. If you get stuck at all let the support team help you on chat, the phone or even secure remote login. - Online Check Printing
The faster you can get checks to your customers the more referrals you can expect. Checks talk and you can get them up to 4 hours faster!