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UltraTax CS Reviews & Product Details

Verified User in Accounting
AA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about UltraTax CS?

I love how quick it is to file returns on these programs. I work in a small accounting firm and during tax season Ultra Tax is our go-to program to file tax returns. I learned very quickly and have been able to train my assistant up front on using this program as well. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

nothing inconvenient to me regarding this program. There are sometimes issues with it freezing but other than that, no issues. Review collected by and hosted on G2.com.

Recommendations to others considering UltraTax CS:

No recommendations, its a great program that makes filing very quick and easy. Very great program for both a small office and a big office setting. Review collected by and hosted on G2.com.

What problems is UltraTax CS solving and how is that benefiting you?

No issues at this time. I can see how it might not be too user friendly at first, but as soon as you read the how to's and have practice it definitely gets easier and like I said is very convenient for people like me in an accounting firm to file tax returns quickly and efficiently. Review collected by and hosted on G2.com.

UltraTax CS Overview

What is UltraTax CS?

UltraTax CS is premium tax and compliance software that provides a comprehensive tax preparation process that utilizes advanced technology and an integrated workflow system with tax planning, document management, and client collaboration. UltraTax offers access to a full line of federal, state, and local tax programs, plus multi-state returns. With diagnostics, data sharing, and flexibility to work through multi-monitors, firms can save time and automate workflows each new tax year. UltraTax CS helps to eliminate manual data entry and ensure accuracy as returns are completed. With other built-in timesaving tools including depreciation and asset management, e-file and e-signature capabilities, and paperless processing, UltraTax CS delivers a trusted end-to-end solution to boost efficiency and firm growth.

UltraTax CS Details
Languages Supported
English
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Product Description

Comprehensive software for tax and accounting professionals with advanced preparation capabilities to maximize efficiency and boost firm profitability.


Seller Details
Year Founded
2008
HQ Location
Toronto, CA
Twitter
@thomsonreuters
152,775 Twitter followers
LinkedIn® Page
www.linkedin.com
34,134 employees on LinkedIn®
Ownership
NYSE:TRI
Total Revenue (USD mm)
$5,984
Description

Know today. Navigate tomorrow. In an era of unprecedented change, we are delivering innovative technology and AI that empower professionals to confidently address the complexities of today and the unknowns of tomorrow.


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Overview Provided by:

Recent UltraTax CS Reviews

AJ
Amber J.Small-Business (50 or fewer emp.)
5.0 out of 5
"Time-Saving Tax Software"
User friendly. Easy to learn. Customer Service is great.
RP
Rahat P.Small-Business (50 or fewer emp.)
4.5 out of 5
"One of the best tax preparation software"
With my last 5 years experience I found this one of the best software to prepare tax returns.
Arjun P.
AP
Arjun P.Small-Business (50 or fewer emp.)
5.0 out of 5
"Ultratax CS"
Ultratax is the one of best software for preparing Tax Return, it is very user friendly and there features are so good.
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UltraTax CS Media

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Video Reviews

52 out of 53 Total Reviews for UltraTax CS

3.3 out of 5
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52 out of 53 Total Reviews for UltraTax CS
3.3 out of 5
52 out of 53 Total Reviews for UltraTax CS
3.3 out of 5

UltraTax CS Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for UltraTax CSQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
AJ
OFFICE MANAGER
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about UltraTax CS?

User friendly. Easy to learn. Customer Service is great. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

It is pretty expensive. Sometime UT has technical difficulties at the worse time. Review collected by and hosted on G2.com.

What problems is UltraTax CS solving and how is that benefiting you?

It is a great software to complete tax returns. I love being able to proforma over each year. Review collected by and hosted on G2.com.

RP
Director
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Thank You page
What do you like best about UltraTax CS?

With my last 5 years experience I found this one of the best software to prepare tax returns. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

Server issues and due to that need to wait for so long. Review collected by and hosted on G2.com.

What problems is UltraTax CS solving and how is that benefiting you?

Easy for input and check output of the software is also very good,

Form view is also good after preparing return. Review collected by and hosted on G2.com.

Adam R.
AR
Payroll professional/Time and billing
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about UltraTax CS?

From our firm's experience, this is the most streamlined and ocalized tax-filing software. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

A little slow some days, but that's only because everybody and their mother is trying to file returns. Review collected by and hosted on G2.com.

What problems is UltraTax CS solving and how is that benefiting you?

Tax-prep and e-filing have never been so close as they are in this program. Review collected by and hosted on G2.com.

Arjun P.
AP
Tax Experience Associates
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about UltraTax CS?

Ultratax is the one of best software for preparing Tax Return, it is very user friendly and there features are so good. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

Ultratax is very expensive as compared to other tax software. Review collected by and hosted on G2.com.

What problems is UltraTax CS solving and how is that benefiting you?

Ultratax is useful when I press F8 button to show last year data inputed. Review collected by and hosted on G2.com.

NW
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about UltraTax CS?

If the service was reliable, the ability to have an online product that our employees can access while working remotely and not having to go through our VPN, is appealing. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

It is unreliable, slow and shuts down regularly. As tax preparers, we have a very short amount of time to get a substantial amount of work done. Time is money. The time we spend waiting for Ultra Tax CS to work properly costs us money, a lot of it. Review collected by and hosted on G2.com.

What problems is UltraTax CS solving and how is that benefiting you?

Accessibility from all necessary employees in the course of preparing a return. When accessible. We can't begin to say this product has helped our efficiency. Frustration across the board from using the product to customer support. Review collected by and hosted on G2.com.

DF
CPA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
(Original )Information
What do you like best about UltraTax CS?

support answers the telephone, most of them are very good. (80%) Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

the platform sucks, the programmers suck, and the product sucks. We should never have to override fields on a tax return. Review collected by and hosted on G2.com.

What problems is UltraTax CS solving and how is that benefiting you?

Stupid question, I think. Really? Whoever wrote this question is obviously not educated, nor practical. I did not realize we had a problem, until we ran into poor programming, along with a poor plat form. Review collected by and hosted on G2.com.

LJ
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about UltraTax CS?

It is offered. We did have a better option, but the integration was not seamless. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

We had to convert ourselves to yet another new software to make our lives easier. Review collected by and hosted on G2.com.

What problems is UltraTax CS solving and how is that benefiting you?

Once information is transferred into Ultratax we can use it for depreciation schedules Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about UltraTax CS?

Nothing at this point. There are no good points for this company. There are no features taht are good if you can't get support. It sucks compared to competitors Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

THERE IS NO CUSTOMER SUPPORT AT ALL NOW. THEY CANNOT CALL YOU BACK AND IT STATES HOLD TIME IS IN EXCESS OF 2 HOURS. WE DO NOT HAVE TIME TO HAVE THE PHONE ON HOLD FO R2 HR. THIS HAS BEEN THE SAME SINCE THE 2022 SEASON STARTED. THEY HAVE GONE WAY DOWN HILL AND INCREASED PRICES 30% Review collected by and hosted on G2.com.

What problems is UltraTax CS solving and how is that benefiting you?

I have received no benefits when their help and how to does not answer the issue, they are behind on getting patches out, and you can't reach support. My business is only impacted by the wasted time trying to get the program to do what it is supposed to do. Review collected by and hosted on G2.com.

SK
Associate
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about UltraTax CS?

User friendly interface and simple layou Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

Not Available for a deeper analysis work Review collected by and hosted on G2.com.

What problems is UltraTax CS solving and how is that benefiting you?

It helps in preparation of Tax Return in a very faster way Review collected by and hosted on G2.com.

Stephanie B.
SB
Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about UltraTax CS?

The ability to have form and input views on different screens combined with the search feature and easy layout makes UT easy to use. They tend to update the software timely. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

The software could be better when it comes to state returns and large returns tend to slow the software down. We have had issues in the past with orphan screens or corrupt files after crashing. Review collected by and hosted on G2.com.

What problems is UltraTax CS solving and how is that benefiting you?

We don't solve any business problems from UltraTax, but it is our most used program. The benefits of UT include the projection software, user-friendly format, and ability to customize the software and print options. I can't speak for other software in this area, but I have found that we are able to add custom letters, change print collations, and adjust watermarks to what we need. Review collected by and hosted on G2.com.