UltimateTax

Professional Tax Software For New And Experienced Tax Preparers
Current Customers Renew Here

Basic20

$397

Includes 20 E-Files ($300 Value)

Only $15 Per E-File After 20

Bank Products Available

365 Service

Includes 3 State Modules

Best Price Up To 34 Returns

No-Hassle Automatic Renewals

ProCollect

$497

Includes Fee Collect Option

Collect your fees from the Customer’s refund

Used Primarily in AR, IL, MD, ME, or NY
– State Compliance

$15 E-File for every filed Federal Return

Includes all state modules

365 Service

No-Hassle Automatic Renewals

Premium

$597

Includes Unlimited E-File

Loan Advance Products

Bank Product Rebates

Includes All State Modules

365 Service

No-Hassle Automatic Renewals

Used by High Volume Preparers

All Plans Include These Essential Features:

  • UltimateCash
  • Fee CollectTM
  • Context-Sensitive Help
  • Interview Mode
  • State Modules
  • Detailed Reports
  • Free Conversions
  • English & Spanish

Add The Corporate Module For $200 To Any Package - At time of purchase

Includes 1065, 1120, 1120S, 990 and other Misc Forms

UltimateTax Professional Tax Software

You can count on a proven leader in the professional tax industry for over 10 years. Not all tax software is made equally. You can expect a stable and reliable software environment to keep your data safe for years to come.

You get premium year-round support. The support staff has industry experience and always with the latest tax regulations.

Evaluate UltimateTax

See why tax professionals like you, power their business with UltimateTax

Free Evaluation

Desktop or Web Version

System Requirements

Current Customers: Renew your tax software.

Free Software Data Conversions

UltimateTax Seamlessly Converts Your Data From These Common Programs

Everything You Need To Succeed

12+ Standard Features Available On UltimateTax Help You File Faster

Launch Pad

Finally! A tax program that makes life a little easier. The custom launch screen puts the most common items front and center on the dashboard. This speeds up the workflow and reduces learning curve.

365 Service

Has your computer ever died during tax season? Never fear! If you filed the return then it can be restored! Call the support office and you will be back up running!

Free Conversions

Convert your data from the current tax program to UltimateTax. You can save yourself time and worry by using our team of seasoned professionals do the conversion, FREE!

Which Package Is Right For Me?

Let us help you find the right tax preparation software package for your business.
Select the answers that best describe your practice, and we will make a recommendation for you.

Help me choose a package

Step 1 Step 2 Step 3 Step 4 Step 5 Step 6

Are you looking for an installed or online tax program?

Installed Software Online Software

What is your average tax preparation fee?

 $0 - $100 
$100 - $300
Over $300

* Click here to clear your answers or restart the questionnaire at any time.

Do you offer Refund Settlement Products (Bank Product)?

YesNo

* Click here to clear your answers or restart the questionnaire at any time.

How many returns do you file?

34 or less returns35 or more returns

* Click here to clear your answers or restart the questionnaire at any time.

Do you prepare returns in Arkansas, Illinois, Maryland, Maine or New York?

YesNo

* Click here to clear your answers or restart the questionnaire at any time.

Do you prepare 35 or more tax returns per tax season?

YesNo

* Click here to clear your answers or restart the questionnaire at any time.

Based on your answers, we recommend...

UltimateTax Basic20

  • Includes 20 E-Files ($300 Value)
  • Only $15 Per E-File After 20
  • Bank Products Available
  • 365 Service
  • Includes 3 State Modules
  • Best Price Up To 34 Returns
  • No-Hassle Automatic Renewals

Basic includes 20 returns, with $15 per e-file after 20

See Package Details

* Click here to clear your answers or restart the questionnaire at any time.

Still not sure which package to choose?

We understand, tax is a complex business. Call us at 866-686-7211 and one of our friendly software specialists will help you find the software solution that perfectly fits your business.

Based on your answers, we recommend...

UltimateTax Premium

  • Includes Unlimited E-File
  • Loan Advance Products
  • Bank Product Rebates
  • Includes All State Modules
  • 365 Service
  • No-Hassle Automatic Renewals
  • Used by High Volume Preparers

Premium includes everything you need. Customer pays for bank fees.
Other returns e-file is included. No additional e-file fee.

See Package Details

* Click here to clear your answers or restart the questionnaire at any time.

Still not sure which package to choose?

We understand, tax is a complex business. Call us at 866-686-7211 and one of our friendly software specialists will help you find the software solution that perfectly fits your business.

Based on your answers, we recommend...

UltimateTax ProCollect

  • Includes Fee Collect Option
  • Collect your fees from the Customer’s refund
  • Used Primarily in AR, IL, MD, ME, or NY – State Compliance
  • $15 E-File for every filed Federal Return
  • Includes all state modules
  • 365 Service
  • No-Hassle Automatic Renewals

ProCollect, offers great rates for FeeCollect, there is a $15 charge for each return filed. Fees can be withheld.

See Package Details

* Click here to clear your answers or restart the questionnaire at any time.

Still not sure which package to choose?

We understand, tax is a complex business. Call us at 866-686-7211 and one of our friendly software specialists will help you find the software solution that perfectly fits your business.

Based on your answers, we recommend...

* Click here to clear your answers or restart the questionnaire at any time.

Still not sure which package to choose?

We understand, tax is a complex business. Call us at 866-686-7211 and one of our friendly software specialists will help you find the software solution that perfectly fits your business.

How many business and/or specialty returns do you file on an annual basis?

Fewer than 20 Returns More than 20 Returns

* Click here to clear your answers or restart the questionnaire at any time.

Based on your answers, we recommend...

UltimateTax Basic20

  • Includes 20 E-Files ($300 Value)
  • Only $15 Per E-File After 20
  • Bank Products Available
  • 365 Service
  • Includes 3 State Modules
  • Best Price Up To 34 Returns

See Package Details

* Click here to clear your answers or restart the questionnaire at any time.

Still not sure which package to choose?

We understand, tax is a complex business. Call us at 866-686-7211 and one of our friendly software specialists will help you find the software solution that perfectly fits your business.

Based on your answers, we recommend...

UltimateTax ProCollect

  • “Free Bank Product” Used Primarily in AR, IL, MD, ME, or NY
  • Collect your fees from the Customer’s refund
  • $15 E-File for every filed Federal Return
  • 365 Service
  • No-Hassle Automatic Renewals

See Package Details

* Click here to clear your answers or restart the questionnaire at any time.

Still not sure which package to choose?

We understand, tax is a complex business. Call us at 866-686-7211 and one of our friendly software specialists will help you find the software solution that perfectly fits your business.

- or -

Choose Your Own Package

View all available package options in an easy to read side-by-side format.

Compare all packages
Best For Up To 34 Returns Prep Collect Product Best For 35+ Returns
Basic20 ProCollect Premium
$397 $497 $597
1040 Module
Corporate Module
Available to add
All States Included Includes 3 States
E-Filing First 20 Included in price above $15 per Customer includes state and PrepCollect Free Unlimited E-Filing
Bank Products Easy Sign Up Process $15 PrepCollect Product Biggest Bank Rebates
in the Industry
Rebates
365 Service
Renewal Price $399 $399 $499
Learn More: Basic20 Learn More: ProCollect Learn More: Premium
Start Your Free Evaluation

Revenue Generating Add-On Products

Work more efficiently and get more out of your day

Corporate Module

$200

Profit from the higher income returns by offering Partnership, Corporation, Non Profit and others by adding the Corporate Package. By doing a basic partnership return and charging $350, you easily make up for the cost of the package.

Includes access to 1065, 1120, 1120S, 990 and other forms. Adding the corporate package when you buy you software saves you money.

Available for $200
Add to any UltimateTax package


The Vault

$299 / $499

Archive Software Bundle with All States (2005 – 2015)

All included in an easy download. Once purchased we give you digital access in your account.

Prepare returns for up to the past 10 years. All states are included and it is all on one DVD. Earn extra income by preparing clients returns from prior years.

Go beyond the services you offer.

Self-install for $299
Professional Installation $499
Add to any UltimateTax package


W-2/1099

$169

Prepare W-2s, W-3s and 1099s and 1098s for your current and new customers. Prepare and e-file quarterly Form 941 and annual Forms 940 and 944. E-file these at no additional cost!

With the W-2/1099 software, you can:

  • Prepare and electronically file quarterly Form 941 and annual Forms 940 and 944.
  • Prepare W-2 and W-3 forms for distribution to recipients and file, either paper or electronically, with the Social Security Administration.
  • Prepare and electronically file 1099s, 1098s, 5498s with the Internal Revenue Service (IRS).
  • Prepare required forms for distribution to recipients, either on paper or as digital PDF files.
  • E-file an unlimited amount of forms at no additional cost.

Available for $169
Add to any UltimateTax package


Payroll

$299

Attract new clients and increase profits by offering complete, professional payroll services.

  • Print employee paychecks and generate direct deposits with ease using the straightforward, yet flexible interface.
  • Use the wide array of reports to help your clients track their payroll expenses and make crucial business decisions.
  • Get direct deposit and MICR printing and extensive options to make it easy to handle expense reimbursements, tipped employees, third-party sick pay, commissions, garnishments and other special situations.
  • Produce year-end reports including W-2s and W-3s for federal and states for both paper and electronic file formats.

Available for $299
Add to any UltimateTax package

Tax Preparer Center

Quick access to detailed information and processes that
any tax preparer will need to run their business.

BANKING
INFORMATION

Offer payment aid to your customers so they don’t have to pay any upfront fees. Also get involved in the rebate program based on how many products you do...

Learn more...

TAX INDUSTRY
EDUCATION

UltimateTax has teamed up with APlusCPE to provide continuing education for tax practitioners at every level. If you prefer an online course with availability...

Learn more...

TAX SOFTWARE FREQUENTLY ASKED QUESTIONS

This is a short list of our most frequently asked questions. For more information or if you need support, please visit our 365 Service page...

Learn more...

UltimateTax Satisfaction Guarantee

Easy switching guarantee - We are so confident you will be satisfied with your
transition to UltimateTax we guarantee it

Let us help you find the right solution for your business!
Call 866-686-7211 today or request an evaluation.