OVERALL RATING 4.75
800-968-8900
CS.ThomsonReuters.com
Product delivery methods:
__x___ On-Premises
_____ SaaS
__x___ Hosted by Vendor
BEST FIRM FIT:
Small to mid-sized firms that need advanced workflow functionality. Excellent fit for most full-service tax and accounting firms.
STRENGTHS:
- Integration with other Thomson Reuters CS Suite products, as well as the CheckPoint research suite & many write-up applications
- Hosted & leased versions available as part of Virtual Office CS
- Barcode scanning imports information from W-2s & K-1s for lower complexity returns while supporting complex features requiring manual entry like K-1s with special allocations at the same time
- New for 2010, UltraTax can automatically e-mail clients when returns are accepted for e-filing with tax authorities
- Highest electronic filing acceptance rates for 2008 & 2009 tax years of all products reviewed
POTENTIAL LIMITATIONS:
- Scan & organize tools in the Thomson Reuters suite require users to also license FileCabinet CS or GoFileRoom
- Limited support for multi-office firms without using Virtual Office or Citrix/Terminal Services.
EXECUTIVE SUMMARY & PRICING:
UltraTax CS is a good fit for tax practices of all sizes and volumes. Several software delivery options are available to users. Users may elect to receive a traditional disc to load on a PC or server, may download the software directly from Thomson Reuters or, as previously noted, select a hosted solution. Pricing for the traditional CD/download-based option starts at $2,375 for unlimited federal 1040 returns. Other federal and state modules are available on a per-return or unlimited basis. The hosted solutions are available through purchase or lease and are available at a set monthly fee.
4.75 – CORE PRODUCT FUNCTIONS/FEATURES
- · Product depth/multi-state
- · Navigation/ease of use
- · Support for special situations
- · Analytical review
- · Electronic filing
4.75 – INTEGRATION
- · w/in publisher’s own suite
- · w/tax research tools & guidance
- · w/other or external programs
- · w/practice management
- · w/external services
4.5 – PAPERLESS WORKFLOW
- · paperless creation
- · paperless open items
- · paperless review
- · access control for limiting access into returns
- · digital document storage/mgmt.
- · data import/output
4.75 – REMOTE CAPABILITIES
- portal
- remotes access
- 1099 depot
- Outsourced document prep
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