Thinking of switching? You’re in good company.
Trusted by 50,000+ preparers every year.
We convert your data from:
Drake, ProSeries, CrossLink, TaxWise, and ATX are trademarks of their respective owners. UltimateTax is not affiliated with or endorsed by these companies.
Where do I start?
STEP 1
Choose your package.
Pay-per-return or unlimited,
Online or Desktop,
Your workflow, your choice.
Bank product support is available with every plan.
STEP 2
Smooth setup,
even if you’re switching.
You’ll get help configuring e-sign, client intake, and your EFIN.
Switching from another platform? We may be able to bring your data with you.
STEP 3
You’re not on your own.
As part of your onboarding, we’ll join you on a live screen-share to file your first return together.
And when tax season ramps up — we’re still here. Year-round, real support.
Two Ways to Buy
Most preparers choose Unlimited — but both come with full support.
Featured Product
Unlimited
$188
with Pay‑From‑Refund
(lets clients pay fees from their refund)
Or $888 if you’d rather not use it
Pay‑Per‑Return
$388
Great for low volume or side work
Build Your Package
What happens after you hit “buy”?
From first login to first filed return — here’s what real preparers say.
“UltimateTax never lets me down. They’re always there – and always helpful.”
Star Rating with 450+ Google Reviews
“They walked me through everything. If I got stuck, someone answered instantly.”
Flat Rate or Pay-per-return
No surprise fees. Choose what fits your workflow.
Fast, Guided Client Intake
Streamlined tools help you onboard clients quickly and accurately.
File a Real Return Your First Day
We walk through it with you — from login to e-file.
Real People, Even in Peak Season
U.S.-based support that shows up when other vendors go quiet.
Don’t risk another season of add‑on surprises, version/update hassles, and long hold times.
Take a look inside the UltimateTax Software
No sales pitch. No filler. Just real screen recordings of the software our users rely on every day.
“I was new-UltimateTax walked me through everything. If I got stuck, someone answered instantly.”
Naomi – New preparer; started around 2018
“I work in cybersecurity… I feel very safe-your information is secure on the cloud.”
Juan – Cybersecurity professional; has used most tax software.
See How UltimateTax Stacks Up
We’ve reviewed top tax software side-by-side. Drake, TaxWise and more…
Guide for New Preparers
PTIN, EFIN, setup steps, and client templates-all in one place.
PTIN & EFIN Quick Starts
Short, clear steps so you can get approved fast.