UltraTax CS Reviews & Product Details

So far, I like how fast the software opens, but I think that's due to our upgraded server. Review collected by and hosted on G2.com.

I never thought I would hate a software company so much. Thomson Reuters has made my job very difficult. There have been problems with every aspect of UltraTax, including simply logging in! The following is a list of everything with which we've had problems:

1) Logging in

2) Training (they need more trainers to accommodate their clients' schedules)

3) Getting different answers from different people on many things

4) Had to buy a $10k server, or else pay $1,500 a month in web fees for cloud-based software.

5) Thomson Reuters had issues communicating with our IT firm, which resulted in a two-month delay. We've been using our contracted IT firm for years. They're experts. They've admitted this has been a challenge for them--Thomson Reuters, apparently doesn't design its software to conform to industry standards, which made for a difficult transition to our new server.

6) Support response times unacceptable. I am currently on a chat. The display says I started at 12:15 at number 7 in the queue. It's 12:27 and I'm still number

7) Also, I've emailed support--all they do is direct me to the stupid help section (which I've already searched!) 7) Sales person who initially suckered us knows NOTHING technical or even things he/she should know about the product he/she sells.

8) Software is not user-friendly. It took my looking through the 60-page manual and having to speak with a support rep to know how to add an event to a client's page. (This was discussed during a previous training, but the trainer was busy and referred us to support.)

9) Trainings are not recorded. I think for the level of money we're spending, Thomson Reuters should be providing us with recordings of our trainings. I'd like to point out I specifically asked about free training videos. Our salesperson had no idea where to direct me. I spent a lot of time searching the CS Professional site and found some--the salesperson should've known how to direct a client.

10) CS Professional (back office) is a nightmare to navigate. I've wasted countless hours trying to do things on my own to avoid having to involve a support rep.

11) Updates- Even these are a nightmare. You have to "retrieve licenses" and "renew subscriptions" before you can even apply simple updates! Also, with every update, there's a screen with dozens of buttons that need to be addressed--if you're a tech maven, you might be fine, but even the experts at our contracted IT firm have been challenged by Thomson Reuters' excessive requirements.

12) Transitioning from ProSeries. Limited info transfers from ProSeries.

13) Migrating ProSeries data into UltraTax. Again, our IT firm even had issues trying to migrate our data from ProSeries to UltraTax. Even the Thomson Reuters support had problems with this on our behalf. This took a long time and money to complete.

14) There are more issues, but I can't think of them right now.

15) File Cabinet, while I know is not UltraTax, is a program that almost all UltraTax users will need to use to store docs. File Cabinet is not user-friendly. It's difficult to even rename a folder without having to search a manual or speak with a rep. Enough already! We just want a system we can use.

We haven't really put the software into use yet. We're still trying to overcome all these obstacles. We're all very scared of the upcoming tax season, needless to say.

It's now 12:51 and I am still in the queue... Review collected by and hosted on G2.com.