--- title: "UltraTax CS Software Reviews, Demo & Pricing - 2026" description: "Review of UltraTax CS Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/corporate-tax/ultratax-cs-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Tax Preparation Software](https://www.softwareadvice.com/tax-preparation/) / UltraTax CS Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/corporate-tax/ultratax-cs-profile/reviews/) # UltraTax CS Review From CA$2,500/year 1 plan On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview UltraTax CS 3.6 [(25)](https://www.softwareadvice.com/corporate-tax/ultratax-cs-profile/reviews/) Pricing Starting at CA$2,500.00 flat rate 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... ntain consistency and accuracy across various accounting and tax-related tasks. Additionally, the software supports data import from popular accounting software like QuickBooks and Excel, facilitating the efficient transfer of financial information into tax returns. The software provides comprehensive client management features, including client portals that allow for secure document sharing and communication between tax preparers and their clients. This functionality enhances collaboration and ensures that sensitive information is transmitted securely. Additionally, UltraTax CS includes customizable templates and forms, enabling users to tailor the software to meet specific client needs and preferences. UltraTax CS is equipped with advanced reporting and analysis tools that provide insights into tax data and help identify trends and opportunities for tax planning. These tools enable users to generate detailed reports and summaries, which can be used for client presentations and strategic decision-making. Additionally, the software includes a built-in depreciation module that simplifies the calculation and tracking of asset depreciation for tax purposes. The software is designed with a user-friendly interface that simplifies navigation and enhances the overall user experience. It includes various productivity tools, such as batch processing and automated calculations, which help streamline workflows and improve efficiency. Additionally, UltraTax CS offers extensive support and training resources, including webinars, tutorials, and a comprehensive knowledge base, ensuring that users can maximize the software's capabilities. UltraTax CS supports multi-user access, allowing multiple team members to work on the same tax return simultaneously. This feature is particularly beneficial for larger firms with collaborative workflows. The software also includes robust security measures, such as data encryption and user access controls, to protect sensitive client information and ensure compliance with data protection regulations. Additionally, the software is regularly updated to reflect changes in tax laws and regulations, ensuring that users always have access to the most current tax information. ## UltraTax CS User Interface ## Popular UltraTax CS Alternatives Main Product UltraTax CS 3.6 [(25)](https://www.softwareadvice.com/corporate-tax/ultratax-cs-profile/reviews/) Ratings Breakdown - 3.40Ease of use - 3.33Value for money - 2.91Customer support - 3.48Functionality Pricing Starting at CA$2500.00 per year Alternative Product [TaxDome](https://www.softwareadvice.com/accounting/taxdome-profile/) 4.7 [(3621)](https://www.softwareadvice.com/accounting/taxdome-profile/reviews/) Ratings Breakdown - 4.47Ease of use - 4.62Value for money - 4.60Customer support - 4.62Functionality Pricing Starting at $800.00 per year Alternative Product [MyTAXPrepOffice](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/) 4.5 [(240)](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/reviews/) Ratings Breakdown - 4.52Ease of use - 4.67Value for money - 4.64Customer support - 4.52Functionality Pricing Starting at $895.00 per year Alternative Product [TurboTax Business](https://www.softwareadvice.com/corporate-tax/turbotax-business-profile/) 4.5 [(276)](https://www.softwareadvice.com/corporate-tax/turbotax-business-profile/reviews/) Ratings Breakdown - 4.48Ease of use - 4.16Value for money - 3.97Customer support - 4.54Functionality Pricing Starting at $170.00 one time Alternative Product [Drake Tax](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/) 3.8 [(116)](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/reviews/) Ratings Breakdown - 3.75Ease of use - 4.02Value for money - 3.83Customer support - 3.74Functionality Pricing Starting at $349.99 one time Alternative Product [ProSeries Tax](https://www.softwareadvice.com/accounting/intuit-profile/) 4.0 [(164)](https://www.softwareadvice.com/accounting/intuit-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 3.55Value for money - 3.58Customer support - 4.01Functionality Pricing Starting at $409.00 per year ## 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 Integration rated undefined from -1 review SafeSend Integration rated undefined from -1 review SmartVault Integration rated undefined from -1 review ## UltraTax CS User Reviews ## UltraTax CS customer ratings - Overall rating: 3.6/5 - Total reviews: 25 ### Rating distribution - 5 stars: 8 reviews (32%) - 4 stars: 9 reviews (36%) - 3 stars: 2 reviews (8%) - 2 stars: 1 reviews (4%) - 1 star: 5 reviews (20%) ### Secondary ratings - Ease of use: 3.4/5 - Value for money: 3.3/5 - Customer support: 2.9/5 - Functionality: 3.5/5 --- ### UltraTax - A reliable dinosaur that we are keeping around - Overall rating: 5/5 - Reviewer: Mike L. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2025 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### 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 --- ### Overall User Friendly - Overall rating: 4/5 - Reviewer: Ashley W. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Don't buy it - Overall rating: 1/5 - Reviewer: Sarah B. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2026 - Review source details: This review was submitted organically. No incentive was offered [sensitive content hidden] pushes through unexplained charges. Their tech support does not solve problems (including currently over two weeks with being unable to log into the software during tax season). The software is much more expensive than others, cut it does not give you your money's worth! #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 2/5 #### Pros It does work well for complex returns, once you learn the software. It seems to be accurate on most things, although it misses on some state issues. #### Cons Where to begin - customer service is atrocious. Their add-on practice management product Onvio is sub-par. Their planning software that comes with the product is inferior to Drake's. #### Reasons for choosing UltraTax CS I thought Ultra Tax was a superior product to Lacerte from my memory of working with it decades ago. #### Reasons for switching to UltraTax CS I thought I needed more sophisticated software as I started working with more difficult returns. --- ### Good but be ready to pay - Overall rating: 5/5 - Reviewer: Derek B. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### User-Friendly - Overall rating: 5/5 - Reviewer: Kristy A. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2025 - Review source details: This review was submitted organically. No incentive was offered Overall, our firm loves Ultratax, and are confident in its handling of complicated tax computations. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. --- ### Becarfull of renewal - Overall rating: 1/5 - Reviewer: Nahum J. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2025 - Review source details: This review was submitted organically. No incentive was offered 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: 2/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 2/5 #### 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 --- ### Robust tax system at a competitive price point - Overall rating: 4/5 - Reviewer: Jamon H. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used weekly for less than 2 years - Reviewed: January 2025 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### 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 --- ### This has been an awful experience ! - Overall rating: 2/5 - Reviewer: Terry T. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: January 2024 - Review source details: This review was submitted organically. No incentive was offered RUN !!!! Do not purchase this overpriced and extremely time consuming software. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 2/5 - Customer support: 1/5 - Functionality: 2/5 #### 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 --- ### Do NOT start with this company. Switching is painful. Ultratax expensive and horrible. - Overall rating: 1/5 - Reviewer: jeffrey g. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2026 - Review source details: This review was submitted organically. No incentive was offered More issues/complaints than not Calls to sustomer service or tech support daily. Usually no answer. Mostly, canned response from people untrained in software and/or tax law and the meeting of the two to utilize the software to generate a tax return. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros Nothing that any other income tax sotware could provide Ultratax is an expensive program without any value. #### Cons 1. support is useless 2. too many issues occur where IRS instructions allow/require a certain reporting and ultratax software does not allow and does not offer a workaround. 3. even with entering "T" and "S" for every income or deduction amount, there is no way to generate a report that compares married filing joint results with married filing separate results. --- ### Ultra Tax Is The Worst Ever - Overall rating: 1/5 - Reviewer: Kevin G. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: March 2026 - Review source details: This review was submitted organically. No incentive was offered Horrific. As mentioned above, Ultra Tax is way too complicated and poorly designed and you spend most of your time just trying to navigate this worthless piece of garbage. #### Ratings breakdown - Ease of use: 1/5 - Functionality: 1/5 #### Pros Nothing at all, there is really not one positive thing I can say about Ultra Tax. I would not recommend UT to anyone. I gave it one star because that entry is required but it is really zero stars. #### Cons Pretty much everything. Ultra Tax is poorly designed, far too complicated and confusing. Input screens are cluttered up with way too many unnecessary and poorly worded options. Things that should be in plain view and easy to find are hidden under UT's bizarre system of icons and unclear screen headings. Nothing seems to be located where you would logically expect it to be. We are wasting an ungodly amount of time just searching for things that are hidden, we constantly have to google instructions on where to find and navigate commonly used tax return entries. Ultra Tax is far and away the worst program I have ever seen. It clearly was not designed by an accountant or tax preparer, but must have been designed by some computer programming wiz trying to prove they are smarter than everyone else. Avoid UT at all costs, it is absolutely the worst tax program ever. --- Showing 1 - 10 of 25 Reviews [See All Reviews](https://www.softwareadvice.com/corporate-tax/ultratax-cs-profile/reviews/) ## UltraTax CS Popular Comparisons [TaxDome vs UltraTax CS](https://www.softwareadvice.com/accounting/taxdome-profile/vs/ultratax-cs/)[MyTAXPrepOffice vs UltraTax CS](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/vs/ultratax-cs/)[CCH ProSystem fx vs UltraTax CS](https://www.softwareadvice.com/project-management/cch-prosystem-fx-profile/vs/ultratax-cs/) ## See what companies are saying about Software Advice