UltimateTax
The Best Professional Tax Software for Your Needs.
Overview
UltimateTax provides professional tax software with a focus on delivering value and support to tax preparers. They offer several software platforms, including desktop-based, web-based, and options tailored for different business needs. Their packages are all-inclusive, providing unlimited e-filing for individual and business returns with no hidden fees, and are backed by year-round customer support.
✨ Key Features
- Multiple software platforms (Desktop & Web)
- All-inclusive pricing (unlimited 1040, Corporate, all states)
- Year-round support (phone, email, text)
- Integrated bank products
- Paperless office features
- Client portal and mobile app
🎯 Key Differentiators
- Strong emphasis on personalized customer service
- Very competitive pricing
- Simple, no-frills software that is easy to learn
Unique Value: Delivers a reliable, easy-to-use tax software at a highly competitive price, backed by industry-leading customer support.
🎯 Use Cases (4)
✅ Best For
- Cost-effective, high-volume tax preparation.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Large CPA firms needing deep integration with audit and assurance software
🏆 Alternatives
Focuses more on the customer service relationship than many other value-priced competitors, making it a strong choice for preparers who want a supportive partner.
💻 Platforms
✅ Offline Mode Available
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
💰 Pricing
✓ 14-day free trial
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