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Home › All Categories › Tax Preparation & Filing Tools › UltimateTax

UltimateTax Screenshot

UltimateTax

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UltimateTax Screenshot

UltimateTax offers a thorough suite of professional tax software designed to meet the needs of tax preparers, from new entrants to seasoned professionals. Features such as unlimited e-filing, automatic data carry-forward, and solid customer support, UltimateTax streamlines the tax preparation process while ensuring compliance and security for client data.

UltimateTax can be found in Tax Preparation & Filing Tools, Accounting Software, Cloud Security & Compliance Tools and Identity & Access Management (IAM) categories.

Google Web Risk Check: September 02, 2025 *

UltimateTax Main Features

Online 1040
This is an online tax software that allows unlimited e-filing for 1040 tax returns.
e-Signature
Clients can sign documents electronically, so they don't need to be in the office.
Client Notes
You can keep notes about each client's tax situation directly in the software.
Desktop 1040
This software is installed on your computer and allows unlimited users for your tax office.
Interview Mode
This feature helps you ask questions to gather information from clients about their taxes.
Mac Compatible
The software works on Mac computers without needing special installations.
UltimateTax PPR
This is a pay-per-return option that costs $20 for each return filed.
1040 + Corporate
This package includes both 1040 and corporate tax forms, suitable for offices with corporate clients.
Automatic Updates
The software updates itself automatically, so you always have the latest version.
Visual Forms Tree
This feature shows a list of forms, making it easy to navigate through them.
Unlimited E-filing
You can file as many tax returns as you want without any extra charges.
365 Customer Service
Customer support is available every day of the year to help you with any issues.
User Guide Available
An easy-to-read guide is available to help you use the software.
Free Data Conversions
You can get help to move your previous tax data into UltimateTax software for free.
Auto Backup of Returns
Your client data is automatically backed up every hour to keep it safe.
Comprehensive Reporting
You can generate detailed reports to see how your tax business is doing.
Free Unlimited E-Filing
You can e-file as many returns as you need without any extra fees.
Password Protected Login
You can protect client information with a password for added security.
Real-Time Refund Monitor
You can see how changes to a return affect the refund amount instantly.
State Compliant Bank Product Module
This allows you to work with banks to manage fees from clients' returns.

UltimateTax Benefits

Data Conversion
UltimateTax helps you easily move your client data from other tax software, saving you time and effort.
Interactive Help
The content-sensitive help feature provides guidance right where you need it, making it easier to use the software.
Automatic Updates
The software updates itself automatically, so you always have the latest features without any hassle.
Client Data Backup
Your client data is backed up automatically every hour, so you don't have to worry about losing important information.
Unlimited E-Filing
You can e-file as many returns as you want without extra costs, making it easier to serve more clients.
Password Protection
Your client information is secure with password protection, giving you peace of mind.
Electronic Signatures
Clients can sign documents electronically, making it more convenient for them and saving you time.
User-Friendly Interface
The easy-to-use dashboard helps you navigate the software quickly, improving your workflow.
Real-Time Refund Monitor
You can see how changes affect a client's refund instantly, helping you provide better service.
Comprehensive Diagnostics
The software checks your returns for errors before you submit them, helping you avoid costly mistakes.

Who should use UltimateTax?

Resellers
Resellers can offer a reliable tax software solution to their clients and earn extra income.
Tax Office Staff
Tax office staff can work together using the software, making it easier to share information and complete tasks.
New Tax Preparers
New tax preparers can learn how to file taxes easily with helpful tools and support.
Small Business Owners
Small business owners can file their taxes efficiently and save money with affordable software options.
Corporate Tax Preparers
Corporate tax preparers can handle complex returns and add corporate forms easily to their services.
Experienced Tax Preparers
Experienced tax preparers can use advanced features to manage many clients quickly and accurately.
Multi-Location Tax Offices
Multi-location tax offices can access the software from different places and manage many users at once.

UltimateTax Alternatives

When exploring alternatives to tax software, look for features that match your business needs, such as user capacity, e-filing options, customer support, and data conversion capabilities.

mytaxseason

Tax Season Professional Software offers high-quality tools for easy and accurate tax preparation. With features like e-filing, document management, and multi-user setup, this software is designed to meet the needs of both individual and business tax filers.

Irs Tax Forms

This website offers printable PDF templates for IRS tax forms, including the 2015 Form 1040, allowing users to complete and edit their tax documents online. It provides tools for secure document storage, collaboration, and customizable eSignature workflows, making tax preparation easier and more efficient.

TaxTron

TaxTron is a Canadian tax preparation software designed for various tax situations, including employed, retired, and self-employed individuals. It is available for both Windows and Mac, offering a simple and efficient way to complete tax forms and maximize returns.

TenForty

TenForty Software offers a complete solution for professional tax needs, making tax preparation and filing easy and stress-free. With features like automated tax forms, a secure platform, and expert support, this user-friendly software is designed for all levels of experience.

TaxPower Pro

TaxPower Pro offers fast, cloud-based software designed for tax professionals to prepare returns more efficiently and accurately. With features like easy e-filing, extensive form access, and customizable reports, this user-friendly platform streamlines the tax preparation process for both professionals and their clients.

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Extra Details

LinkedIn: https://www.linkedin.com/company/ultimate-tax

Facebook: https://www.facebook.com/ultimatetax

X: x.com/xmlrpc

Instagram: https://www.instagram.com/ultimatetaxsoftware/

Niches: Tax Preparation Software, Financial Services, Accounting Solutions

Year Established: 2006

Country: United States

SaaS Browser Published: February 11, 2025

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UltimateTax Conclusion

UltimateTax offers a thorough suite of professional tax software designed to meet the needs of tax preparers, from new entrants to seasoned professionals. Features such as unlimited e-filing, automatic data carry-forward, and solid customer support, UltimateTax streamlines the tax preparation process while ensuring compliance and security for client data.

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