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UltraTax CS

Power, speed, and reliability for your tax practice.

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Overview

UltraTax CS is a professional tax preparation software from Thomson Reuters designed for high-volume tax and accounting firms. It is part of the CS Professional Suite, an integrated system of software and services for accounting firms. UltraTax CS supports a wide range of federal, state, and local tax returns, including the Form 990 series for nonprofit organizations.

✨ Key Features

  • Comprehensive form library, including Form 990
  • Multi-state return processing
  • Integration with other CS Professional Suite applications
  • Advanced data import and workflow automation
  • Tools for tax planning and analysis

🎯 Key Differentiators

  • Unmatched integration within the CS Professional Suite ecosystem.
  • Powerful data sharing and automation capabilities across different applications.
  • Highly regarded for its stability and performance in high-volume environments.

Unique Value: Drives significant efficiency for accounting firms by seamlessly integrating powerful tax preparation with a full suite of practice management tools.

🎯 Use Cases (3)

Tax preparation for firms with a large number of clients Filing complex returns for individuals, businesses, and nonprofits Creating a fully integrated and automated tax workflow

✅ Best For

  • A powerful and scalable solution for large tax and accounting firms
  • Efficiently managing a high volume of complex tax returns

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Small firms or solo practitioners with a limited budget
  • Firms that prefer a cloud-based solution

🏆 Alternatives

Intuit Lacerte CCH Axcess Tax / ProSystem fx Tax Drake Tax

Offers deeper and more seamless integration with its own suite of products than competitors like Lacerte, which can be a deciding factor for firms invested in the Thomson Reuters ecosystem.

💻 Platforms

Desktop

✅ Offline Mode Available

🔌 Integrations

CS Professional Suite (FileCabinet CS, Practice CS, etc.) QuickBooks

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Available tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SOC 2

💰 Pricing

Contact for pricing

Free tier: NA

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