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:
Each year the software for the tax season is released around December first. If you have ordered before that, you should receive an email once the software is released.
If software has already been released, you should be receiving an email soon. We have to manually process all orders so it may take some time. This is one way that we protect business owners from Electric Filing Fraud.
Also, all customers must send in an EFIN Summary. The EFIN (Electronic Filing Identification Number) is not your EIN and is not your PTIN. You can log into your IRS e-services account and print to PDF your summary to send in to us.
1. Set Up Your Mobile App
We Will Include This When We Notify You That The Product has been Added to Your account
Log into your UltimateTax Online as the administrator. Start by clicking Administrator (or your name if you have changed it for the Admin account) in the top-right corner of your program, then click Settings.
From the following screen, find “Co-Brand Mobile app”.
You may check out our comprehensive guide on how to set up your mobile app in our support center!
2. Visit Our Client Portal
The client portal – myultimatetax.com is the place you can get order information, training tools, pay on your account and renew your software.
To find all the information and details on your $188 Down subscription, please log in to the client portal.
3. Check Your Email
We’ll shoot you an email today!
Can’t find it?
Please check your spam or promotions folders and move us to your primary inbox.
Still didn’t get an email?
4. Follow Us on Social Media
For the latest news and updates, like us on Facebook!
All it takes is 2-seconds and you’ll never miss any important details.
5. Onboarding
You can schedule onboarding now or wait till the software is released. Onboarding is your included one on one session that will help you get your software setup.
6. 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!
Please be sure to watch your emails from us. Some emails will be offers to other products we offer for the tax office, but most of our emails are information about the season.
Regards,
– Mike Steele, President/CEO