# Ultimatetax

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/ultimatetax
- **Dataset:** https://optimly.ai/brand/ultimatetax.json
- **Markdown:** https://optimly.ai/brand/ultimatetax/llms.txt
- **Official website:** https://ultimatetax.com
- **Slug:** ultimatetax
- **Categories:** finance-accounting-software

## Overview

- **Tagline:** 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.
Source: Brand's website (https://ultimatetax.com) · 2026-10-04

- **Description:** 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.
Source: Brand's website (https://ultimatetax.com) · 2026-10-04

## Offerings

- **Core capabilities:**
  - 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.
Source: Brand's website (https://ultimatetax.com) · 2026-10-04

- **Pricing:** 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.
Source: Brand's website (https://ultimatetax.com) · 2026-10-04

## Audience

- **Target industry:** Professional tax preparers, small business owners, enterprise owners, high-volume preparers, and multi-location tax offices.
Source: Brand's website (https://ultimatetax.com) · 2026-10-04

## Landscape

- **Competitors:**
  - Drake Software
  - ProSeries Professional
  - CrossLink
  - TaxWise
  - ATX
  - TaxSlayer Pro
  - TaxAct
Source: Brand's website (https://ultimatetax.com) · 2026-10-04

Page last updated 2026-10-04.