Vetted Score
4.6
/ 5.0
Scored 4.6/5 due to its extensive tax features, industry reputation, and robust support, though limited to Windows.
Key Features
Full Federal and State Tax Calculations
Automates complex tax calculations for individuals, businesses, and trusts across all U.S. jurisdictions.
Integrated Document Management
Securely store, retrieve, and share client documents within the platform, streamlining workflow.
E‑Filing and Client Collaboration
Direct electronic filing to IRS and state agencies, plus client portals for real‑time collaboration.
Frequently Asked Questions
UltraTax CS is offered as an annual subscription per user, with optional perpetual licensing for large firms.
No, UltraTax CS is Windows‑only; macOS users must run it via a Windows virtual machine or Boot Camp.
The software supports electronic filing for federal, state, and local returns, including IRS e‑file and many state portals.
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Specifications
Pricing Model
Starts at $1,200 per user per year, with volume discounts and enterprise options.
Supported Platforms
Windows 10/11