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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 TurboTax?

We will guide you meticulously through each step of the process, guaranteeing that our calculations are entirely precise. Each year, our platform supports more individuals with their tax filings than all other online tax preparation services combined. Our unwavering dedication to ensuring you receive every dollar you deserve is a promise we fully uphold. Regardless of whether your tax situation is simple or complex, we will uncover every potential deduction and credit available to you, maximizing your refund in the process. To make your filing experience as smooth as possible, you can simply upload your previous year's tax return, allowing us to auto-fill your information and minimize errors, facilitating a more efficient progression. Easily upload, import, or take a photo of your W-2 or 1099-NEC, and we will make certain that your data is accurately entered into the system. With CompleteCheckâ„¢, we conduct a thorough review of your return, ensuring that you feel confident it is completely accurate. You won't face any fees associated with TurboTax until you decide to submit your return and are fully satisfied with our service. Moreover, access to tax professionals is readily available, providing assistance in error-free tax completion and a final review of your return for added reassurance. This comprehensive support allows you to approach tax season with confidence and ease while feeling secure in the accuracy of your filings.

Media

Media

Integrations Supported

ATX
CrossLink
Drake Tax
Intuit ProSeries Tax
TaxAct
TaxSlayer
TaxWise

Integrations Supported

Era
Netchex
QuickBooks Online
Summ
Taiki
TurboTax Business

API Availability

API Availability

Pricing Information

$388 per year

Pricing Information

$69
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour 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

Intuit

Date Founded

1983

Company Location

United States

Company Website

turbotax.intuit.com

Categories and Features

Tax Preparation

Not specified

Categories and Features

Tax Preparation

Not specified

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