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UltraTax CS Reviews & Product Details - Page 2

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

53 UltraTax CS Reviews

3.3 out of 5
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53 UltraTax CS Reviews
3.3 out of 5
53 UltraTax CS Reviews
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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Natalia A. G.
NG
Tax and Business Law Consultant
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about UltraTax CS?

... There are good things but - the customer service is so poor, it overshadows all good. They may not have enough people. Grew too fast perhaps. Lining up their pockets became too important. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

Customer support. 2+ hours on the phone to get to an agent who does not know and forwards you call to "nobody" - this happened to me at least 5 times in the last 30 days. Hmm. Review collected by and hosted on G2.com.

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

Not much to say. Read my furstration sectoin. Review collected by and hosted on G2.com.

Mike C.
MC
Tax Manager and Network Administrator
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about UltraTax CS?

It is a very comprehensive tax software that integrates with fixed asset manager and onvio Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

I don't like that it is slow. Other software is faster. Regarding input Review collected by and hosted on G2.com.

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

We are helping to save clients a lot of money through good tax savings and preparation Review collected by and hosted on G2.com.

David N.
DN
Staff Accountant
Accounting
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Validated Reviewer
Review source: Organic
Verified User in Information Technology and Services
AI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about UltraTax CS?

Not having the software is what I liked best Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

What do I dislike..... EVERYTHING...Support is awful knows absolutely nothing. We are an inhouse tax department and only have to file 1 return for federal and a bunch of states. Let's just say it would have been quicker to do it by hand and using excel. We have to make alot of adjustments for our state returns because we are a partnership and HEAVEN HELP YOU if you have to make adjustments. Buying this software was the biggest mistake. I am basically having to over ride most of the tax return in the form screen. I also, have to reallocate most of the special allocations even though I have the box checked to keep them the same as the federal. Also, waiting forever for anything to download and/or print is insane. I spend so much wasted time waiting on returns to print so I can check them since using the form view does not give you all the statements, etc. Also, paying for useless support.... Review collected by and hosted on G2.com.

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

It is creating more problems and solving none. The only benefit is that we are not using in for 2020. Review collected by and hosted on G2.com.

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

What I like best is how easy to use Ultra Tax CS is, it is very user friendly and easy to navigate. I enjoy being able to catogize information and click through diffrent tabs to enter in information. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

What I dislike about Ultra Tax CS? Currently there is nothing that I dislike. It is working well. No complaints. Review collected by and hosted on G2.com.

Recommendations to others considering UltraTax CS:

I would definitely recommend Ultra Tax CS to other accountants. It is a great tax software to use. Review collected by and hosted on G2.com.

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

Ultra Tax CS makes doing tax returns simple. It is easy to use and navigate. It helps me insure that all my tax returns are accurate because I can easily go back through and check all my numbers. Review collected by and hosted on G2.com.

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

The program housed on an in house server is a great product. Our firm has used Ultratax for over 20 years. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

We switched to the virtual office product at our sales persons recommendation. This was the worst mistake we have ever done. At first it was great, but Thomson Reuters has not taken care of their customers with numerous outages and slow performance. We have missed deadlines and had to send staff home because the Thompson Reuters servers keep going down or have issues. It is time to look for a more reliable vendor. Tax season is 13 weeks of high intensity work. When you have an arrogant vendor that doesn't care about its' customers it is time to move on. Review collected by and hosted on G2.com.

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

We had thought by using a cloud based product it would have been a more cost efficient way to run our practice. When the virtual office works its great, when it doesn't it is a terrible waste of money and expensive. Review collected by and hosted on G2.com.

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

Nothing. The entire experience has been regrettable. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

Hidden fees. Misleading sales practices. Inaccessible / unavailable poor support for which you are charged if you have the time and patience for a one hour plus hold. Basic features not present. Unstable technology platform - crashing multiple times during my brief attempt to use. Unreasonable refund policy. Review collected by and hosted on G2.com.

Recommendations to others considering UltraTax CS:

Avoid unless you enjoy the frustration of system crashes and not getting through to technical support, or getting your questions answered; and getting a bill for the call if you should happen to get through Review collected by and hosted on G2.com.

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

I am trying to get my money back. The highly restrictive refund policy makes it impossible to determine if the product is a fit before the 30 day refund window closes. Review collected by and hosted on G2.com.

Verified User in Accounting
AA
Small-Business(50 or fewer emp.)
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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.

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?

The platform is generally a good one and efficient to navigate. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

Unfortunately, over the past year or two Customer Service has gone downhill in courtesy and, worse, in knowledge and technical skill. The wait time this year during slow season is over an hour (and counting) and will probably be worse during busy season. Being in the service industry we are used to a certain level of goodwill during business related conversations, as well as competence and knowledge, and a wait time that does not waste a greater part of a day. We hope Ultra Tax takes the hint and makes an effort to bring back the excellent level of service they had in the past. Review collected by and hosted on G2.com.

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

The software is generally an efficient and user friendly program. Review collected by and hosted on G2.com.

SR
Tax Consultant
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
What do you like best about UltraTax CS?

Ease of use. The program is very intuitive and finding help is convenient. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

Sometimes it can be slow when processing data. Review collected by and hosted on G2.com.

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

Quicker way to file returns and having access to the form view to compare where the data you're using is being reported. Review collected by and hosted on G2.com.