UltraTax CS Reviews & Product Details

UltraTax CS Product Details

UltraTax CS is premium tax and compliance software that provides a comprehensive tax preparation process that utilizes advanced technology and an integrated workflow system with tax planning, document management, and client collaboration. UltraTax offers access to a full line of federal, state, and local tax programs, plus multi-state returns. With diagnostics, data sharing, and flexibility to work through multi-monitors, firms can save time and automate workflows each new tax year. UltraTax CS helps to eliminate manual data entry and ensure accuracy as returns are completed. With other built-in timesaving tools including depreciation and asset management, e-file and e-signature capabilities, and paperless processing, UltraTax CS delivers a trusted end-to-end solution to boost efficiency and firm growth.

Seller

Thomson Reuters

Discussions

UltraTax CS Community

Languages Supported

English

Product Description

Comprehensive software for tax and accounting professionals with advanced preparation capabilities to maximize efficiency and boost firm profitability.

Overview by

Carl Lindholm

Value at a Glance

Averages based on real user reviews.

Perceived Cost

$$$$$

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UltraTax CS Integrations

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Integration information sourced from real user reviews.

G2 reviews are authentic and verified.

Here's how.

KP

Krishna P.

Tax and Account Executive

Mid-Market (51-1000 emp.)

10/7/2025

"Streamlining Tax Prep Like a Pro"

4/5

What do you like best about UltraTax CS?

I like efling option that directly come Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

All good from my side and it is very helpful Review collected by and hosted on G2.com.

What problems is UltraTax CS solving and how is that benefiting you?

Ultratax software offers several advantages that make tax preparation more efficient. It provides instant preparation checklists by pulling data from the previous year, allowing you to get started quickly and ensuring that no important information is overlooked. The software features robust diagnostics that help catch potential errors before you file, which improves accuracy. With real-time collaboration and cloud access, teams can work together smoothly from any location. Additionally, its comprehensive e-filing capabilities, along with status tracking, help ensure that the filing process is both smooth and timely. Review collected by and hosted on G2.com.

ST

Sandi T.

Human Resources

Small-Business (50 or fewer emp.)

9/25/2025

"Ultra Tax A great tool to help with your tax headaches"

4.5/5

What do you like best about UltraTax CS?

I love that Ultra Tax integrates with the other Thompson Retuers applications that all a great flow through of information. The intergrations saved a lot of data entry time. I also love that information can rollover from year to year once it is used for more than one year. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

Ultra Tax can be complicated becasue of the all the features it has. The features are awesome but you have to learn the software and its capabalities. Review collected by and hosted on G2.com.

SL

Stephanie L.

Bookkeeper

Small-Business (50 or fewer emp.)

7/29/2025

"UltraTax CS"

5/5

What do you like best about UltraTax CS?

UltraTax is very helpful because of its ease of use and everything that is included with the program. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

The only downside to UltraTax CS is that the platform seems to be outdated and I think it could be updated as far as the appearance etc. Review collected by and hosted on G2.com.

UA

Verified User in Accounting

Small-Business (50 or fewer emp.)

7/31/2025

"Great product"

4/5

What do you like best about UltraTax CS?

Input screens are easy to follow and provide accurate calculations. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

You are not allowed to open 2 different tax years for the same client. Review collected by and hosted on G2.com.

CS

Claire S.

Senior Tax & Accounting Services Specialist

Small-Business (50 or fewer emp.)

5/7/2025

"Love love love UltraTax"

5/5

What do you like best about UltraTax CS?

Intuitiveness, being able to find input from the form. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

Not much. I love Fixed Assets! Fixed Assets can do so much compared to other programs I've used. Review collected by and hosted on G2.com.

AJ

Amber J.

OFFICE MANAGER

Small-Business (50 or fewer emp.)

1/22/2025

"Time-Saving Tax Software"

5/5

What do you like best about UltraTax CS?

User friendly. Easy to learn. Customer Service is great. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

It is pretty expensive. Sometime UT has technical difficulties at the worse time. Review collected by and hosted on G2.com.

BP

BETH P.

Accountant (CPA)

Small-Business (50 or fewer emp.)

3/1/2025

"Ten year user review"

4/5

What do you like best about UltraTax CS?

Help center in the program is good. program is user friendly. accuracy of the program is excellent. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

on some forms, when you're trying to find the input screen for a particular line, and you click back to input screen, it doesn't take you to the place in which to enter the data for the form. Review collected by and hosted on G2.com.

RP

Rahat P.

Director

Small-Business (50 or fewer emp.)

9/10/2024

"One of the best tax preparation software"

4.5/5

What do you like best about UltraTax CS?

With my last 5 years experience I found this one of the best software to prepare tax returns. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

Server issues and due to that need to wait for so long. Review collected by and hosted on G2.com.

AR

Adam R.

Payroll professional/Time and billing

Small-Business (50 or fewer emp.)

3/15/2024

"The best for what it is"

3.5/5

What do you like best about UltraTax CS?

From our firm's experience, this is the most streamlined and ocalized tax-filing software. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

A little slow some days, but that's only because everybody and their mother is trying to file returns. Review collected by and hosted on G2.com.

AP

Arjun P.

Tax Experience Associates

Small-Business (50 or fewer emp.)

4/25/2024

"Ultratax CS"

5/5

What do you like best about UltraTax CS?

Ultratax is the one of best software for preparing Tax Return, it is very user friendly and there features are so good. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

Ultratax is very expensive as compared to other tax software. Review collected by and hosted on G2.com.