2013 Review of Thomson Reuters – UltraTax CS

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BEST FIRM FIT: Sole-practitioners and small firms with a diverse range of client complexity and firms currently using other products in the CS Professional Suite lineup

STRENGTHS

  • Strong multi-state capabilities
  • Personal property tax included for a number of states
  • Updated to MeF platform for federal electronic filing
  • Strong review and multi-monitor support

POTENTIAL LIMITATIONS

  • Multiple products may be required to achieve desired integration
  • Remote access only provided as hosted desktop version

SUMMARY & PRICING

UltraTax CS is a comprehensive software solution that provides accounting professionals a wide range of tools to complete individual and business returns of any complexity level. UltraTax CS can be integrated into firms of any size and client focus. Strong integration features are built in that allow information to be easily shared among other products in the CS Professional Suite lineup.

A number of enhancement have been added for the current year to further enrich the end-user experience. Pricing for UltraTax is available through a number of methods to meet the needs of accounting professionals. Unlimited processing for individual federal returns starts at $2,570, but per return pricing is available. State, business and other return modules may be purchased in unlimited or per return pricing packages as well. Remote access pricing will vary depending on product needs.

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