All UltraTax CS Reviews

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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?

Alexis

Accounting, 51-200 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:

3

EASE OF USE

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

2

Reviewed September 2023

I am hopeful there is better out there.

PROS

Overall, it gets the job done and it is overall user friendly to be able to figure it out.

CONS

This program is SO SLOW. If you have a large database of clients, especially large returns, I would not recommend ultratax. I wish I could use more than one window so a return could run when I file/assemble it and I can do something in another window, but it does not allow you to do this. The program would shut down more often than it should while I was working. Their customer support was not helpful either. There are a lot of glitches with the Thomson Reuters programs.

User Profile

Matt

Verified reviewer

Financial Services, 2-10 employees

Used daily for more than 2 years

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

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

1

FUNCTIONALITY

5

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.

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.

Jessica

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:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed September 2023

Everything in one spot

Using UltraTax CS in the cloud setting has been frustrating at times due to the hosting.

PROS

UltraTax CS has the capacity to house all the information you need for preparing taxes.

CONS

Some of the navigation through the input screens are not intuitive.

Larry

Verified reviewer

Accounting, 2-10 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:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed January 2023

ultratax CS a service that all accountants should consider

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.

Hank

Accounting, 2-10 employees

Used weekly 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:

4

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed February 2023

Steep learning curve can be a hassle

It was ok after some trial and error. Its pricey and the customer service is shoddy at best.

PROS

It works well once you get the hang of it. It does what most other tax softwares do, but it also can connect to other TR apps as well.

CONS

The learning curve is steep. If your new to this profession its hard learn. Sometimes it can get buggy too,

Casey

Accounting, 1 employee

Used daily for less than 12 months

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

OVERALL RATING:

1

EASE OF USE

2

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed April 2023

Terrible Product. Don't waste your money.

Yikes.

PROS

Terrible software and expensive. Other softwares are comparable (if not better quality) and are a third of the price. EXPLORE YOUR OPTIONS BEFORE PURCHASING.

CONS

Price, they are scammers - kept charging me with a subscription and wouldn't let me cancel. Also the quality of the software is not good for the price.

Luis

Accounting, 1 employee

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

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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.

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.

Anonymous

Used 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

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2018

Easy to use and simple

PROS

This is another great product by Thomson Reuters. TR puts a lot of thought, money and effort into their products. The software allows for streamlined control of data

CONS

Since it cloud based the response time could always be quicker. Regardless of the gigabit connection we use, it still seems to lag a bit.

Showing 1 - 13 of 13 Reviews