UltraTax CS Reviews & Product Details - Page 4

Pretty easy system to learn for new preparers. The diagnostics that need to be cleared before a return is filed is super helpful to make sure that everything has been checks and open items cleared. It syncs effortlessly with all of the other Thomson Reuters products we have. Review collected by and hosted on G2.com.

Creating letters, such as the tax organizer letter is so cumbersome. There is no preview feature to see what your letter will look like so you need to go out of the feature, go into a return, print preview a client version, and then take note of the changes. Sometimes, this takes forever to do, especially when you are creating multiple letters at one time. Review collected by and hosted on G2.com.

The software is fairly easy to use, easy to navigate, and includes necessary information to help find forms or schedules that you are looking for. It also includes a very handy import feature that lets you import from other software so that you don't have to enter in everything manually. Review collected by and hosted on G2.com.

The program can become slow or lag some when it has a lot of clients. The support is not always the greatest, especially for the prices paid. Review collected by and hosted on G2.com.

This program is easy to navigate and to use. Quick access to all necessary information needed. Review collected by and hosted on G2.com.

How slow the program can get when you have a lot of clients. Review collected by and hosted on G2.com.

The software is generally accurate and the entry is very easy to do. It's simple to work with once you have been using it for a small amount of time. Review collected by and hosted on G2.com.

It can be extremely difficult to reach support when you cannot figure out the answer to your question online. There have been times when I have had to reach out more than twice to have someone call or email me back regarding something. Additionally, sometimes the CS Connect tool for receiving acknowledgements that returns have been accepted by the IRS can freeze up and requires reopening up the program. Additionally, training is extremely expensive. Review collected by and hosted on G2.com.

I like the comprehensive nature of the software. Every tax situation is covered within its reach and it is a learnable software that does not have any fluff. Review collected by and hosted on G2.com.

The system crashes quite a bit when we use the software in the cloud. Often times, the data reference points get deleted and I have had difficulty proforma-ing clients into the 2017 version of UltraTax. However, these have been solved and have never resulted in large amounts of work time lost. Review collected by and hosted on G2.com.

This software is extremely user friendly! We use it where I work for personal, corporate, state and local tax returns. Income input is easy and utilizes a lot of the same formats as the tax documents clients receive. It is a good technology for new users to work with because it is pretty straight forward. There are always updates and the software changes from year to year as they develope feed back. It not only is great for individuals but is just as straight forward for corporations. Review collected by and hosted on G2.com.

Like any software mistakes are possible and it is ideal that you thoroughly check your work. Knowledge of tax is still necessary as you must check boxes in certain areas for numbers to pull. For example, in the other income section you have to indicate by number code if the income is subject to self employment tax. So must be careful! I learn something new about this software everyday and have been using it for nearly 2 years. Lots of modules to use. Review collected by and hosted on G2.com.

If you like being deceived and then getting the run around, then deal with this company! Review collected by and hosted on G2.com.

Not being able to reach technical support or your sales rep when trying to reach them. Also, their sales rep lied when trying to sell us the software. We were quoted a price, told there will be no additional charges only to find out we needed to pay a "PRP Fee" when trying to prepare tax returns. Review collected by and hosted on G2.com.

I find it a good balance between sophisticated enough for everything I need to do and reasonably easy to use. Review collected by and hosted on G2.com.

Can be a little tricky to locate year to year changes to their input screens, but generally their website provides good guidance. Review collected by and hosted on G2.com.

Easy to use, has multiple windows, and integrates well with other programs Review collected by and hosted on G2.com.

It can be buggy sometimes, takes a long time to print preview Review collected by and hosted on G2.com.

My favorite thing about Ultra Tax is the import feature. This allows a huge time efficiency for clients. You have to check all the imported amounts but if you map it correctly it's a huge time saver. Review collected by and hosted on G2.com.

The part of ultra tax I dislike the most is the data sharing relationship updates when they continue to populate when any changes are made. This should be able to have a built in feature to access or not. Also the price is costly for the service but you get what you pay for. Review collected by and hosted on G2.com.