About UltimateTax

Muscatine, IA, USA

UltimateTax presents itself as a professional-grade tax preparation software aimed at streamlining tax-related workflows for tax professionals and businesses. Their suite of products caters to a broad spectrum of users, from novices to seasoned tax preparers, as well as small business owners and large enterprise operators. With over a decade in the industry, UltimateTax's longevity speaks to its stability and reliability within the tax software environment.

One of the standout features of UltimateTax is its array of tax software solutions. The Online 1040 and Desktop 1040 systems offer versatility for different office setups and preferences. The Online 1040 provides the convenience of cloud-based access, eliminating the need for installations and updates, which is a boon for professionals who value mobility and minimal setup hassle. Conversely, the Desktop 1040 provides a more traditional installed software experience, which may appeal to users with a fixed office environment who prioritize control over their data and infrastructure.

The Pay-Per-Return option, priced at a relatively low annual cost, is particularly noteworthy for tax professionals who handle a moderate volume of tax filings. It offers a cost-effective entry point for those just starting out or for those who don't need the full breadth of features offered in more comprehensive packages. For tax offices that deal with high volumes or require multi-user access, UltimateTax's 1040 + Corporate package seems to be a robust choice, with its unlimited user access and inclusion of corporate forms.

UltimateTax boasts a user-friendly interface, with features like the Launch Pad that can be customized for efficiency, and the Interview-Style Data Entry mode, which assists in gathering client information accurately. These tools are designed to streamline the preparation process and reduce the potential for errors, which is critical in a field where accuracy is paramount.

In terms of customer support, UltimateTax appears to place a strong emphasis on accessibility and year-round service. This includes a range of support channels from phone to chat, as well as a self-service center with a knowledge base to help users find solutions independently. For tax professionals, having reliable support at their fingertips can be a deciding factor, especially during the peak of tax season.

A unique service offered by UltimateTax is the free data conversion for users switching from different software. This indicates a recognition of the challenges that come with transitioning systems and a commitment to making the switch as seamless as possible for new customers.

While the company does not explicitly mention its ranking within the personal income tax software industry, its suite of features and services suggests it is positioned as a competitive choice, particularly for tax professionals looking for comprehensive solutions and robust support. The mention of over 50,000 preparers using their system each year is a testament to its market presence and could be a significant draw for potential new users looking for a tried and true solution.

In the competitive landscape of personal income tax software, UltimateTax appears to carve out its niche by offering a blend of user-friendly design, adaptability for various business sizes, and a support system that prioritizes the needs of tax professionals. While no software is without its learning curve or occasional hiccups, UltimateTax's approach to professional tax preparation seems to strike a balance between comprehensive features and user-centric design, making it a contender worth considering for those in the field.

Fast Facts

  • UltimateTax offers professional tax software that fits a wide range of tax professionals, from newcomers to seasoned experts.
  • The UltimateTax Pay-Per-Return online tax software is available at a minimal annual cost of $288.
  • UltimateTax Online 1040 provides unlimited 1040 tax return e-filing for a minimal cost of $588.
  • The UltimateTax Desktop 1040 software is designed for tax offices with more staff and offers unlimited user access.
  • UltimateTax Desktop 1040 + Corporate is available to prepare for the tax season with features suited for larger tax preparation businesses.
  • UltimateTax software has been leading in professional tax software for over 10 years.
  • The company's customer support team assists with free data import from previous tax software to UltimateTax every year.
  • UltimateTax is used by over 50,000 tax preparers annually.

Products and Services

  • UltimateTax Online 1040 - Cloud-based tax software that requires no installation or updates, is Mac compatible, and offers free unlimited e-filing for 1040 tax returns, including all states, with bank product rebates and loan advance products available.
  • UltimateTax Desktop 1040 - Desktop tax software installed within your office, offering unlimited user access, comprehensive reporting, and automatic data backup with support for all states and free e-filing for 1040 tax returns.
  • UltimateTax 1040 + Corporate - Comprehensive tax software package that includes 1040 forms along with corporate forms such as 1120, 1120S, 1065, and more, designed for both new tax preparers and experienced professionals, allowing for unlimited users and e-filing.
  • UltimateTax Pay-Per-Return (PPR) - Pay-per-return online tax software suitable for tax professionals with a minimal cost, offering a cost-effective solution for filing individual tax returns, with the option for professional tax software data conversions.

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