UltraTax CS

RATING:

3.8

(13)

About UltraTax CS

UltraTax CS is a tax preparation software that helps businesses manage financial data entries and file advanced tax returns. The platform enables managers to analyze allocation worksheets, spot errors and prepare multistate returns using a unified interface. Additionally, UltraTax CS allows stakeholders to integrate the system with several third-party applications including CS Professional Suite, SafeSend and SmartVault.

UltraTax CS Pricing

Starting price: 

CA$2,500.00 per year

Free trial: 

Not Available

Free version: 

Not Available

UltraTax CS income and deductions
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UltraTax CS Reviews

Overall Rating

3.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

3

Customer Support

2.5

Value for money

3.5

Functionality

3.5

Most Helpful Reviews for UltraTax CS

1 - 5 of 13 Reviews

Anonymous

11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

FUNCTIONALITY

5

Reviewed November 2021

Great for complicated returns

PROS

The software is exceptional for completing complicated returns. Very thorough once one understands all of the ins-and-outs of the software. Very organized.

CONS

Can be difficult to understand and become used to. Not well suited for beginning accountants.

Reasons for switching to UltraTax CS

New job.

Justin

Accounting, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed September 2021

Covers all tax aspects

Overall I would recommend ultra tax as it is easy to use and covers every tax form

PROS

Ultra tax is a great software where they have every form tax related to each state and federal. Ultra tax is a good job to keep updating to the newest versions of all forms as tax laws keep changing. In my eyes ultra taxes one of the two biggest players in tax software.

CONS

The software is great however the customer support lacks. If you have an issue you could be on hold waiting for a representative for hours.

Rahat

Accounting, 2-10 employees

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

2

FUNCTIONALITY

2

Reviewed April 2024

Ultra Tax Software 1 Year experience

I have filed almost 170 return in this tax season and it is very useful software for tax returns.

PROS

Ultra Tax is helpful for input the basic tax documents like 1099 Int, Div and 1099 B.

CONS

Import K-1 because If you file corporate return than only you can import K1 for Personal return.

Terry

Accounting, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

1

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

Reviewed January 2024

This has been an awful experience !

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

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

Sophie

Accounting, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

Reviewed March 2024

WORST CUSTOMER SERVICE

Frustrated with the customer service. It sucks.

PROS

The program is great! Truly. There are quirks (like any software), but when you cannot figure something out there is essentially nobody there to help at all.

CONS

When you chat with them online they never help. They always run you in circles or claim that their server isn't working that that you need to call. How would that change anything? Our assigned account manager can never answer our questions, and always refers us to the online chat. What is the point of an account manager if they can never help us?