Ultimatetax

Tagline Brand's website · 2026-10-04

Year-round support with high first-call resolution, seamless data conversion from major competitor software (Drake, ProSeries, CrossLink, TaxWise, ATX, TaxSlayer Pro, TaxAct), inclusion of ProClient CRM and E-Signature, all states included, and trusted by over 50,000 preparers every year.

Description Brand's website · 2026-10-04

UltimateTax provides professional tax software solutions for tax preparers, offering online and desktop versions for individual and corporate tax returns. The service includes year-round support, client document management (ProClient), e-signature capabilities, and supports bank products, catering to a wide range of tax professionals from new preparers to multi-location offices.

Core capabilities Brand's website · 2026-10-04

• Online and Desktop professional tax software for individual (1040) and various corporate returns (1041
• 1065
• 1120C
• 1120S
• 990)
• bundled with ProClient (client document management system) and Protection Plus
• offering e-filing and bank product integration.

Pricing Brand's website · 2026-10-04

Subscription-based (per year) with various packages including unlimited 1040s, pay-per-return, and unlimited corporate returns. Pricing varies based on online/desktop choice, inclusion of bank products, and corporate return needs.

Target industry Brand's website · 2026-10-04

Professional tax preparers, small business owners, enterprise owners, high-volume preparers, and multi-location tax offices.

Competitors Brand's website · 2026-10-04

• Drake Software
• ProSeries Professional
• CrossLink
• TaxWise
• ATX
• TaxSlayer Pro
• TaxAct