Mike Steele

Hello, my name is Mike Steele, and I’m the Founder & President of UltimateTax.

On behalf of myself and our entire UltimateTax team I want to THANK YOU for your order.  We look forward to a lasting business relationship that you can count on.

Here’s what will come next:

We set up your new account and get registration codes. This is done manually; we must verify your EFIN and information. This can take a few hours or up to 48 business hours.

We do realize that you paid us for the software, so we do work as fast as we can!

Watch your emails

  • Login information to your Customer Portal
  • Verify your EFIN. You will need to send us a verification of your EFIN. (You can screen-print the EFIN summary from your e-services account that includes your EFIN.)
  • You may get an email if you have used a Wolter Kluwer product in the past. This is our release process. We will notify you by email if we need this.
  • The software release email will give you all the details about your product and how to set up your account. Once you have this email, you should be good to schedule onboarding and use your software.

Thank you for your purchase. We look forward to working with you!

Solution Center

Need help with something? We’ve got you covered. If you’re stuck, frustrated, or confused, reach out to your 365 service team to get a quick answer. We have created a solution center that has our tips and tricks to help answer many common questions. You may also check out our comprehensive knowledge base to see if there are quick answers for you!

Visit Solution Center

Follow Us on Social Media

Check Your Email

If you are not getting our emails, please check your spam or promotions folders and move us to your primary inbox.

Need a Client Portal, Document Management, and Merchant Services (get paid) ?

We have created a tool for you to manage your clients.  Actually, ProClient is a great tool for many items:

  • Scheduling
  • Invoicing
  • Document Management
  • Client Portal
  • Messaging

All within one application.  Since we made it and you are now an UltimateTax customer you can get ProClient for just $197 annually.  All these tools for one low price.

Visit ProClient