UltraTax CS Reviews & Product Details - Page 3

I like that it is pretty simple to use and input taxpayers income and deduction information into the tax software. There are specific breakdowns for each category and it is all well organized. Review collected by and hosted on G2.com.

One thing to note is that sometimes the system is very slow and no more than one user may access a clients file which may be an inconvenience at times. Review collected by and hosted on G2.com.

Most topics you are trying to find are where you would think they would be. I like that you can go to form mode, right click and take it back to the input mode and it will take you to where this is pulling from. I like the Diagnostics feature as well. Review collected by and hosted on G2.com.

I think that a “tutorial” could be very helpful for new users. While I use the search/help feature sometimes, however think that this could be more beneficial if synonyms were used to find results. An example of this is when I was looking for the energy efficient car tax credit, but instead of “car” the system had it as “vehicle”, therefore it did not pull up in my search results. I wasted 15 minutes trying to find the entry for this. Review collected by and hosted on G2.com.

Dont' have to save anything it is auto save and you can attach docs with return IE 2553 C-Corp to S-Corp convert Review collected by and hosted on G2.com.

The software is not common sense use-able, three different diagnostics, cannot copy/paste into Utratax, certain forms ll-204-LL cannot file separately, withdrawal of funds has different markers that are not consistent with all returns, does not display Fed/State refunds, Customer service takes hours to reach, no Q&A, everyday I find something I dont like I coming afr a cheap software that has so much more features. Review collected by and hosted on G2.com.

It is a very comprehensive tax software that has the ability to file a wide variety of returns. Review collected by and hosted on G2.com.

It could use more informative information to help in the preparation of tax returns. Review collected by and hosted on G2.com.

Pretty easy system to learn for new preparers. The diagnostics that need to be cleared before a return is filed is super helpful to make sure that everything has been checks and open items cleared. It syncs effortlessly with all of the other Thomson Reuters products we have. Review collected by and hosted on G2.com.

Creating letters, such as the tax organizer letter is so cumbersome. There is no preview feature to see what your letter will look like so you need to go out of the feature, go into a return, print preview a client version, and then take note of the changes. Sometimes, this takes forever to do, especially when you are creating multiple letters at one time. Review collected by and hosted on G2.com.

The software is fairly easy to use, easy to navigate, and includes necessary information to help find forms or schedules that you are looking for. It also includes a very handy import feature that lets you import from other software so that you don't have to enter in everything manually. Review collected by and hosted on G2.com.

The program can become slow or lag some when it has a lot of clients. The support is not always the greatest, especially for the prices paid. Review collected by and hosted on G2.com.

This program is easy to navigate and to use. Quick access to all necessary information needed. Review collected by and hosted on G2.com.

How slow the program can get when you have a lot of clients. Review collected by and hosted on G2.com.

The software is generally accurate and the entry is very easy to do. It's simple to work with once you have been using it for a small amount of time. Review collected by and hosted on G2.com.

It can be extremely difficult to reach support when you cannot figure out the answer to your question online. There have been times when I have had to reach out more than twice to have someone call or email me back regarding something. Additionally, sometimes the CS Connect tool for receiving acknowledgements that returns have been accepted by the IRS can freeze up and requires reopening up the program. Additionally, training is extremely expensive. Review collected by and hosted on G2.com.

I like the comprehensive nature of the software. Every tax situation is covered within its reach and it is a learnable software that does not have any fluff. Review collected by and hosted on G2.com.

The system crashes quite a bit when we use the software in the cloud. Often times, the data reference points get deleted and I have had difficulty proforma-ing clients into the 2017 version of UltraTax. However, these have been solved and have never resulted in large amounts of work time lost. Review collected by and hosted on G2.com.

This software is extremely user friendly! We use it where I work for personal, corporate, state and local tax returns. Income input is easy and utilizes a lot of the same formats as the tax documents clients receive. It is a good technology for new users to work with because it is pretty straight forward. There are always updates and the software changes from year to year as they develope feed back. It not only is great for individuals but is just as straight forward for corporations. Review collected by and hosted on G2.com.

Like any software mistakes are possible and it is ideal that you thoroughly check your work. Knowledge of tax is still necessary as you must check boxes in certain areas for numbers to pull. For example, in the other income section you have to indicate by number code if the income is subject to self employment tax. So must be careful! I learn something new about this software everyday and have been using it for nearly 2 years. Lots of modules to use. Review collected by and hosted on G2.com.