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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 Drake Tax?

Drake Tax is equipped with a multitude of features that are specifically designed to enhance the efficiency of tax return preparation and processing for your clientele. This enables you to focus on what truly matters—building relationships with clients and growing your business. With Drake Tax, every facet of return preparation can be accelerated, ensuring that both the calculation outcomes and a detailed overview of the return are easily accessible with just a click. You can also designate items within any text field, checkbox, or tax form amount as verified, flagged for review, or marked for additional scrutiny. Should any details regarding a confirmed item change, the DoubleCheck feature will swiftly notify you for further inspection. Additionally, the software includes shortcut keys and macros, which streamline the data entry procedure, thereby minimizing the number of keystrokes needed. It also promotes a seamless transfer of data between federal, state, and city returns, while offering override options when necessary. State and city returns can be generated on demand, automatically considering taxes paid to other jurisdictions as well. Moreover, Drake Tax simplifies the process by auto-filling information based on ZIP Code and EIN entries, resulting in increased accuracy and efficiency during tax preparation. Altogether, these features make Drake Tax an essential resource for tax professionals striving to enhance their productivity and service quality. It not only saves time but also reduces the chances of errors, making it a reliable choice for any tax practice.

Media

Media

Integrations Supported

ATX
CrossLink
Drake Tax
Intuit ProSeries Tax
TaxAct
TaxSlayer
TaxWise

Integrations Supported

Cloud 9 Hosting
Cloudwalks
Doc.It by IRIS
Rightworks
Sagenext
SmartVault
Soraban
StanfordTax
TaxDome
Truss
UltimateTax
Verito

API Availability

API Availability

Pricing Information

$388 per year

Pricing Information

$330.00

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

UltimateTax

Date Founded

2006

Company Location

United States

Company Website

ultimatetax.com

Company Facts

Organization Name

Drake Software

Date Founded

1977

Company Location

United States

Company Website

www.drakesoftware.com

Categories and Features

Tax Preparation

Not specified

Categories and Features

Corporate Tax

Data Import / Export
Data Verification
Electronic Filing
Exception Notification
Tax Planning

Tax Planning

Not specified

Tax Practice Management

Billing & Invoicing
Scenario Planning
Tax Filing
Tax Forms

Tax Preparation

Not specified

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