UltraTax CS 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

UltraTax CS

3.9

(21)

Pricing

Starting at CA$2,500.00 per year

About UltraTax CS

UltraTax CS is a comprehensive tax preparation software designed for professional accountants and tax preparers. It provides a range of features aimed at streamlining the tax filing process and ensuring accuracy and efficiency in tax preparation. The software supports various types of tax returns, including individual, business, fiduciary, and multi-state returns, making it a versatile tool for handling diverse tax scenarios.
One of the key features of UltraTax CS is its extensive e-filing capabilities, which allow users to electronically file federal and state tax returns directly from the software. This feature helps reduce the time and effort required for manual filing and ensures compliance with IRS and state e-filing requirements. Additionally, the software includes robust diagnostics and error-checking tools that help identify potential issues and discrepancies in tax returns before submission, thereby minimizing the risk of audits and penalties.
UltraTax CS also offers seamless integration with other Thomson Reuters products, such as Accounting CS and Practice CS, enabling users to import and export data effortlessly between different applications. This integration helps mai...

UltraTax CS Screenshots

UltraTax CS Pricing and Plans

Starting price: CA$2,500.00 per year

Free Trial

Free Version

Basic

CA$2,500.00

flat rate, per year

No plan information available

UltraTax CS Features

Popular features found in Tax Preparation
Tax Calculation
Tax Filing
Tax Forms
Tax Management
More features of UltraTax CS
Accounting
Client Management
Client Portal
Compliance Management
Customizable Templates
Data Import/Export
Data Storage Management
Data Verification
Document Management
Document Storage
Electronic Filing
Electronic Submission
K-1 Reporting
Tax Planning
Workflow Management

UltraTax CS Integrations

CS Professional Suite

SafeSend

SmartVault

UltraTax CS User Reviews

Overall Rating

3.9

Ratings Breakdown

33%

43%

10%

Secondary Ratings

Ease of Use

3.7

Value for money

3.5

Customer support

3.0

Functionality

3.7

Mike L.

Verified reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Review source

Reviewed December 2025

UltraTax - A reliable dinosaur that we are keeping around

Overall, we have been thrilled with the software and have shaped our tech stack around this software solution as we don't have intentions to change any time soon. Support is helpful. Software updates are reliable with updated forms. We don't expect any earth-shattering improvements to modernize the interface, but we are okay with that for the time being.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ultratax has become the gold standard for our firm in terms of accuracy, reliability, and completeness in terms of tax forms and filings. We have compared to many other offerings and we love how thorough and robust this software is while handling multi-state apportionment and each state we have to work in.

Cons:

The software is dated. It looks like a dinosaur circa Windows 98 style software. But we're okay with using this as a desktop server-based software until a better more modern offering comes out. I wish UltraTax had better integration with Quickbooks or other tax document reporting systems for more automated data entry.

Reasons for choosing UltraTax CS

We were mostly comparing desktop software when we adopted this back in 2014. So we weren't considering things like AI, automation, or cloud-based. At the time, this was the most affordable software that had the best accuracy and scope for our typical client.

Reasons for switching to UltraTax CS

We needed better multi-state handling and more robust and reliable K-1 entry

Derek B.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2025

Good but be ready to pay

Overall I would say its good. The quality of the software outweighs the negatives about the price and sales team.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The best part of the UT software family is the integration with each other. When something is updated in one spot it is automatically updated across all of the software's. The depreciation software is also way better than the competitors.

Cons:

The pricing and sales team is something to lack. I always say you get what you pay for but the UT pricing is well above the competition and the sales team is slow to respond and doesn't help the small firm.

Reasons for choosing UltraTax CS

Switching would have been harder than staying and dealing with the ridiculous price increases.

Nahum J.

Verified reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2025

Becarfull of renewal

First three years received a bundled price which was reasonable. after that price was increased 121% never explained thre are additional charges in addition to agreed renewal pricing. keep on additing diferrent prices during tax season so you have no other choice. very bad customer support.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

standard compare to others in the market

Cons:

Expensive over priced poor customer cupport.

Reasons for switching to UltraTax CS

Bought a new practice and new practice had ULTRA Tax

Ashley W.

Verified reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Review source

Reviewed November 2025

Overall User Friendly

Ultra Tax CS is a great tax software for all users, from beginners to more advanced users. It's easy enough to populate a return and determine where the information should go, whether from forms view or the input view. Ultra Tax CS also works very well with the other Thomson Reuters softwares, so if you have them integrated it saves a lot of time. (Especially with fixed assets and tangible returns!) There are some negatives, (i.e. the price) but overall they don't outweigh the positives for me.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

User-friendly, ease of use, customer support is always available, diagnostics when completing a return

Cons:

Pricing, not being able to open multiple tax returns at the same time, the "ticking" feature will only show one tick mark

Reasons for switching to UltraTax CS

Ultra Tax intregrates with its other offerings much better than CCH.

Kristy A.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed June 2025

User-Friendly

Overall, our firm loves Ultratax, and are confident in its handling of complicated tax computations.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's very user-friendly; even for new users and inexperienced tax preparers. It's easy to see prior year data and the interaction between data entry and its effect on the forms.

Cons:

It doesn't interact well with some third-party softwares. If your firm mails estimates out on a quarterly basis, it's difficult to produce the associated instructions letter.

Reasons for switching to UltraTax CS

We were looking for something more user-friendly.

Jamon H.

Verified reviewer

Accounting

11-50 employees

Used weekly for less than 2 years

Review source

Reviewed January 2025

Robust tax system at a competitive price point

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Robust, full-service tax preparation software at a more favorable price point than other competitors.

Cons:

Some of the error flags are difficult to override.

Reasons for switching to UltraTax CS

Ultra Tax was a more price competitive option

Terry T.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Review source

Reviewed January 2024

This has been an awful experience !

RUN !!!! Do not purchase this overpriced and extremely time consuming software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is suppose to work hand in hand with the accounting software. It is very cumbersome to get set up with little to no help from Support.

Cons:

Pretty much everything ! I have asked for my money back several times. This is suppose to be a high end software. IF you have HOURS to go thru and set up everything and get the proper training on how to do each phase MAYBE. We signed up end of June and our training didn't start until mid October. We were given 4 - 4hr sessions for the conversion (which we are still fighting) and how to us the program. Quickbooks did not covert well, although we were reassured by the sales people that they did it all the time ! They have lied to me every step of the way. It can take days to get a response. AND now after paying over $20,000 for the accounting and tax software (for this year) we are being sent an invoice for Sales tax that they forgot to add.

Reasons for switching to UltraTax CS

It was SUPPOSE to be more user friendly at basically the same price

Luis R.

Verified reviewer

Accounting

Self-Employed

Used monthly for free trial

Review source

Reviewed June 2023

UltraTax is accurate and thorough when completing your tax returns

Overall, because the resulting tax returns are accurate, I'd have to say that the experience was a good one. After using for a longer period any one will get the hang of it and will not want to go back.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The best thing about UltraTax is knowing that the output will result in an accurate tax return every time.

Cons:

The learning curve can be a little daunting for some, especially when switching from a different software. Getting used to can take some time after using a different package for so many years.

Reasons for switching to UltraTax CS

Drake's pricing kept going up and up on part with higher end solutions such as UltraTax, and so I decided to try it out.

Larry R.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed January 2023

ultratax CS a service that all accountants should consider

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like how importing data is most useful. in addition error submission is quite helpful. I can easily enter and plan for my clients who usually need to plan for there taxes ether quarterly or yearly.

Cons:

I don't like the navigation. it not easy learnable in order to learn and navigate.

Matt W.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed January 2023

Software is good, customer service is terrible

The software is powerful and useful, but frequent outages mean that I would not recommend it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software is pretty robust. I use ACS (bookkeeping), Ultratax, and FileCabinet daily, and it works well for me.

Cons:

Several times per year the software goes down completely and we aren't able to log in. Sometimes its back up and running in minutes, sometimes its hours, and often its days. Two years ago it was down all weekend right before Apr 15th. The problem is that communication during these outages is worthless (all they ever say is that there's "degraded performance" and "some users might not be able to log in), but that's small comfort when you can't even get into the software during the middle of tax season.

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