Client checklist, presentation and advisor for client collaboration
K-1 data import for business-to-1040 transfers
Missing client information utility keeps track of all missing client data
Over 3,500 forms and schedules
Why They Stay
Unlimited 1040 Returns for all States and Federal, excluding 1040NR
Pay-as-you-go business returns.
Unlimited, year-round e-File on current year and two prior years of tax returns
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.