Are you a high-volume preparer or
multi-location tax office?
UltimateTax Seamlessly Converts Your Data From These Tax Preparer Software
The customer support team helps hundreds of preparers convert their client data to UltimateTax every year. Get free data import from your previous software to your new UltimateTax tax software.
If you do not see your program here, contact us. We convert many programs you may not see here or programs that go by different names. Don’t worry your previous data can be converted for UltimateTax.
For over 10 years, UltimateTax has been a leader in professional tax software. Not all tax software is made equally. With UltimateTax, you can expect a stable and reliable tax software environment to keep your data safe for years to come.
UltimateTax provides a wide range of products that fits every tax professional. Whether you’re a new tax preparer or a seasoned professional; a small business owner or an enterprise owner, we’ve got a product that best suits your needs.
UltimateTax provides a wide range of products that fits every tax professional. Whether you’re a new tax preparer or a seasoned professional; a small business owner or an enterprise owner, we’ve got a product that best suits your needs.
The UltimateTax Pay-Per-Return is online tax software for a minimal cost of $288 per year. It has an additional fee of $15 per return. It’s the most cost-effective tax software in the market today. Tax professionals pay only what they need for each return filed for their clients. State tax forms are included with FREE e-filing of all State returns.
Since it’s online software, you can access it at any time, anywhere. You get the freedom to work from home, at the office, or at a cafe. Plus, you get real-time progress status updates for all e-filed returns.
For convenience, you can let your clients sign their returns virtually with the E-Signature feature. Keep track of your clients’ returns information using our integrated Client Notes feature.
UltimateTax Online 1040 has unlimited 1040 tax return e-filing. At the minimal cost of $588, you can get all the features of UltimateTax PPR without paying additional fees per return. All State tax forms are included with unlimited e-filing, too!
Work anytime and anywhere with your Macbook, Windows PC, Chromebook, or any 7” device. Access your work anywhere as long as you have the recommended device and stable internet connection. Plus, no need for a confusing installation process!
Another advantage of online software is its automatic back-up feature. Reduce stress and frustrations for not hitting the save button. Your work is automatically saved online. Similar to UltimateTax PPR, you can let your clients sign electronically. UltimateTax Online 1040 brings convenience to another level.
Need another benefit? Fund 30 or more bank products with our partnered bank, TPG Santa-Barbara and get your next year's tax software for FREE!. Reduce the operating costs for your business.
If your tax office has more staff, then the UltimateTax Desktop 1040 is more suited for you. Equipped with unlimited user access, your tax office can work on numerous clients without any software access issues. UltimateTax Desktop is installed into your company’s server, so you have control on your clients’ data privacy.
With UltimateTax Desktop 1040 you can e-File as many returns as you want. All States included with Free State forms unlimited e-filing. Expand your tax business and meet your customers’ needs with affordable and reliable tax software.
Here’s another incentive: Fund 50 or more bank products with the partner bank, TPG Santa-Barbara and get your next year’s tax software for FREE. Reduce operating costs for your business.
Be prepared for the tax season! Get UltimateTax Desktop 1040 + Corporate. You’ll get all the features, benefits, and advantages of UltimateTax Desktop 1040 with Corporate and Partnership Tax Forms.
No need to pay additional fees for e-filing of 1040 retuns and corporate returns. Enjoy unlimited e-filing for 1040 and corporate tax returns. State forms are included. Also, filing of state returns is free.
Continue growing your tax business with UltimateTax Desktop 1040 + Corporate’s unlimited users. Hire as many tax professionals as you need to accommodate as many customers as you can.
Get your UltimateTax 1040 + Corporate for FREE in the next tax season when you fund 75 or more tax products with the partner bank, TPG Santa Barbara. Reduce operating costs and re-invest your savings back into your business.
View all available package options in an easy to read side-by-side format.
Pay-Per-Return, Online, or Desktop* A switching fee ($99) applies after the software is released.
All UltimateTax Products are equipped with tools to make tax preparation as convenient and easy as possible for tax professionals. In turn, you can provide the best quality of
service you can to your clients.
Get all your clients’ pertinent information using the Interview-style Data Entry mode. Using this data entry mode can ensure you won’t miss any client data relevant to their tax returns.
Ensure accuracy in all your work. UltimateTax has Smart Diagnostics that detect missed or incorrectly inputted fields. You’ll get all the help you need to make sure data is added and returns are correct.
Line-by-line assistance in the returns fields is available. New and seasoned tax preparers are well-guided during tax preparation.
Customize your Launch Pad for a better user interface experience. Save frequently-used buttons to your dashboard for faster work processes.
Get access to premium year-round customer service. All support staff are trained professionals that can help you with your queries related to the software and tax. Reach out to UltimateTax via email, phone, or chat to get the information you need. Aside from that, UltimateTax has a decade worth of data built into an online Knowledge Base that preparers can access.
Using different tax software? Don’t worry! UltimateTax Support Staff is ready to help you convert your previous client data. UltimateTax is committed to easy data import of your clients’ information to ensure your business won’t be interrupted.
"This software is very easy to navigate through. The customer support is amazing. I would recommend this software company to a beginner and to a novice. They are A+ in my book."
Keep Moving Ministries
"As a new tax preparer, I needed a program that was fairly simple and had an affordable start-up cost. This is my second season using Ultimate Tax and I’m looking forward to learning even more! Customer support has always been 100% willing to help and I feel that I will be a customer for many more tax seasons to come!"
Chris Brandi
"I love using Ultimate Tax software, as it is user friendly and easy to use. The company is very efficient in keeping you updated when changes happen and fast at getting the updates to the software out."
Gini White
"This software's been great. The customer support is excellent and it's been a great option for my small practice."
Dylan Thomas
"They have excellent customer service. I have been using Ultimate Tax for five years and it just great. They answer all your question. Its a great software."
Mary Shingles
"I’ve been using this software now for 4 seasons and it can’t get any better. Easy to use and customer service is great! Highly recommended"
Kenia Rodriguez
UltimateTax cares for each tax professional; cultivating good working relationships with each of our clients. Need information on being a tax preparer or starting your tax business? Get the data below.
Want to start your own tax business, but don’t know how to start? Well, this guide is where you can start. It details what information you need to know and do from the start until the end. Find out what you need to set up your first office, what documents you need to prepare, and what outsourced services you need to get.
If you’re a new tax preparer, we’ve got you covered! Before you can prepare taxes, you need to register with the IRS.
New tax preparers need to have their Preparer Tax Identification Number (PTIN). All preparers need to input their PTIN to file their clients’ taxes. The registration process is easy.
If you’re starting your tax preparation business, get your Electronic Filing Identification Number (EFIN). All tax preparation businesses are required to register with the IRS. Without an EFIN, you cannot purchase the core tool of your business: the tax preparation software. Getting an EFIN takes some time so make sure you process this registration first.
