Multiple monitor flexibility – use up to 4 separate monitors to view Input, Forms, Prior Year Input, Diagnostics and more.
Instant preparation checklist – Instant preparation checklist to start each year, providing you with a list of all fields where you had entries for your client in last year’s return, but have not yet made an entry for this year.
Easy data sharing – Sharing data between returns should not require additional work to set up—that’s why we link returns together automatically using Tax ID numbers.
Efficient Asset Entry – provides a drop-down list of a large variety of asset types which, when selected, automatically inserts the correct asset method and life—for both Federal and State purposes.
Why They Stay
CPAs generally are targeted for this software and usually stay
Multi-monitor flexibility and data sharing
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.