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UltraTax CS

UltraTax CS

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by Thomson Reuters·Launched Tax Software
ReviewAITools Score · 1224 reviews8.9

What is UltraTax CS?

UltraTax CS, developed by Thomson Reuters, is a professional tax software designed to streamline and automate the entire tax preparation workflow. It offers a full line of federal, state, and local tax programs that cut down tax workflow time and increase productivity.

UltraTax CS is efficient and seamless, enabling quick movement and connection of all the dots. It allows linking business entities and personal tax returns via data sharing throughout the CS suite, pulling in previous year data directly to input fields, and emailing missing data to clients with just a click.

The software makes advanced returns easy to prepare, especially multistate returns. It features automatic allocation worksheets and pre-submission dynamic diagnostics to spot errors, ensuring complex returns are accurate before filing. UltraTax CS also provides access to the Help and How-to Center from anywhere in the application.

Ready to adapt and integrate to your needs, UltraTax CS can expand across workspaces and devices. It optimizes all aspects of your business with the integrated, full CS suite. The software allows viewing relevant information on multiple monitors, going fully paperless, and getting what you need faster with e-signature and e-filing.

Best for
Small BusinessMedium BusinessLarge Enterprise

Pricing

Starting at Custom · Subscription

Features

12 features that make UltraTax CS stand out.

  • Data Import/Export
  • Data Verification
  • Document Management
  • Electronic Filing
  • Tax Calculation
  • K-1 Reporting
  • Workflow Management
  • Compliance Management
  • Tax Planning
  • Document Storage
  • Data Storage Management
  • Electronic Submission

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Frequently asked questions

Is UltraTax CS free to use?
UltraTax CS does not currently offer a free tier or free trial. Pricing starts at Custom and depends on the plan you choose.
How much does UltraTax CS cost?
UltraTax CS uses custom pricing tailored to each organisation. Contact their sales team for a quote based on your team size, modules and contract length.
What does UltraTax CS integrate with?
UltraTax CS ships with an open API for custom integrations. The vendor also publishes connectors for common business systems on request.
Who is UltraTax CS best suited for?
UltraTax CS is built for teams who need to standardise the workflow it covers — typically growing companies who have outgrown spreadsheets but don't yet need enterprise-grade procurement suites. The exact fit depends on company size, deal volume and compliance requirements.
How long does it take to onboard UltraTax CS?
Most teams are live on UltraTax CS within 2–6 weeks. Simpler implementations (small teams, default workflows) can be done in days; large enterprise rollouts with custom approval chains and ERP integration take longer.

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