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What is UltimateTax?

UltimateTax is an all-encompassing tax preparation software that thousands of tax professionals rely on annually, specifically crafted to simplify the preparation, review, and electronic submission of both federal and state tax returns in the United States. This platform not only assists in managing client data and maintaining compliance but also boosts office efficiency through streamlined workflows, providing dependable support for both cloud and desktop environments. Users enjoy an interview-style data entry system that facilitates client communication, smart diagnostics to catch potential errors before e-filing, automatic carrying over of data from previous years, intuitive form-linking for smooth navigation, and compatibility with every state alongside various return types like individual 1040, corporate, fiduciary, and partnership returns. Furthermore, UltimateTax offers a variety of product solutions, which include Online 1040, Desktop 1040, Pay-Per-Return, and bundled options that integrate 1040 and corporate services, enabling firms of all sizes to choose the workflow that aligns best with their operational needs. This adaptability guarantees that tax preparers can effectively address their clients' varied demands while enhancing overall productivity in their practices. As a result, tax professionals can focus more on providing quality service while UltimateTax handles the intricacies of tax preparation.

What is CCH Axcess Tax?

CCH Axcess Tax is an innovative, cloud-based platform tailored for tax preparation, compliance, and workflow management. As a pivotal component of an efficient digital tax experience, this award-winning solution significantly improves the accuracy of tax workflows, leading to enhanced productivity and profitability. By implementing CCH Axcess Tax, your team can spend less time on document organization and retrieval, enabling a greater concentration on billable tasks and promoting a healthier work-life balance. The platform simplifies tax preparation and compliance through its extensive library of self-calculating forms and schedules that meet federal, state, county, and city regulations, complemented by advanced diagnostics and a robust electronic filing system. To maximize the advantages of CCH Axcess Tax, it is essential to provide comprehensive training for your entire team, which will help optimize the tool’s functionalities and improve your overall return on investment. This holistic approach not only streamlines tax-related processes but also equips your firm to thrive in a competitive environment, ensuring long-term success and adaptability. Embracing such a transformative solution will empower your team to navigate the complexities of tax preparation with greater efficiency and confidence.

Media

Media

Integrations Supported

ATX
BillingPlatform
CCH Axcess Beneficial Ownership
CrossLink
Doc.It by IRIS
Drake Tax
Intuit ProSeries Tax
Kinective Bridge
LukkaTax
QuickFee
Ryan Software
SafeSend
SmartVault
StanfordTax
TaxAct
TaxDome
TaxSlayer
TaxWise

Integrations Supported

ATX
BillingPlatform
CCH Axcess Beneficial Ownership
CrossLink
Doc.It by IRIS
Drake Tax
Intuit ProSeries Tax
Kinective Bridge
LukkaTax
QuickFee
Ryan Software
SafeSend
SmartVault
StanfordTax
TaxAct
TaxDome
TaxSlayer
TaxWise

API Availability

Has API

API Availability

Has API

Pricing Information

$388 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

UltimateTax

Date Founded

2006

Company Location

United States

Company Website

ultimatetax.com

Company Facts

Organization Name

Wolters Kluwer

Date Founded

1987

Company Location

Netherlands

Company Website

taxna.wolterskluwer.com/professional-tax-software/axcess/tax

Categories and Features

Categories and Features

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Popular Alternatives

No Alternatives

Popular Alternatives

ATX Reviews & Ratings

ATX

Wolters Kluwer