# UltraTax CS Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about UltraTax CS Software - reviews, pricing plans, popular comparisons to other Tax Preparation products and more. Source: https://www.capterra.com/p/79430/eDiscovery-Point --- # UltraTax CS Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) UltraTax CS ## What is UltraTax CS? eDiscovery Point is a revolutionary new web-based ediscovery software solution. It was designed from the ground up using powerful, modern technology that puts the user back in control over their time and costs with greater speed, accuracy, ease of use, and simplified pricing. ## What is UltraTax CS used for? [Tax Preparation](https://www.capterra.com/tax-preparation-software/)[Corporate Tax](https://www.capterra.com/corporate-tax-software/) Top alternative Featured Overall rating Based on 24 user reviews Reviews sentiment Positive 67% Neutral 8% Negative 25% Starting price CA$2500 Flat Rate, Per Year Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for UltraTax CS?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://thomsonreuters.com&name=UltraTax CS) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### UltraTax CS 3.5 (24) VS. [4.7 (3,578)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting Price CA$2500 Flat Rate, Per Year Starting Price $800 Per User, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.3 (24) Ease Of Use 4.5 (3,578) Value For Money 3.3 (20) Value For Money 4.6 (2,988) Customer Service 2.8 (21) Customer Service 4.6 (2,885) ## UltraTax CS alternatives [MyTAXPrepOffice](https://www.capterra.com/p/179883/my-TAXprep-office/) [4.5 (227)](https://www.capterra.com/p/179883/my-TAXprep-office/reviews/) Starting price $695.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/179883/my-TAXprep-office/) [TurboTax Business](https://www.capterra.com/p/179846/TurboxTax-Business/) [4.5 (273)](https://www.capterra.com/p/179846/TurboxTax-Business/reviews/) Starting price $170.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/179846/TurboxTax-Business/) [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) [3.8 (113)](https://www.capterra.com/p/176133/Drake-Tax/reviews/) Starting price $349.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 67% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/176133/Drake-Tax/) [IRIS Elements](https://www.capterra.com/p/179500/Taxfiler/) [4.1 (14)](https://www.capterra.com/p/179500/Taxfiler/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/179500/Taxfiler/) [View all alternatives](https://www.capterra.com/p/79430/eDiscovery-Point/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Tax Calculation 4.4 (15) 60.00% of 15 reviewers that rated this feature as important or highly important Calculate tax and make deductions on gross income from sources like wages, investments or self-employment Tax Planning 4.0 (13) 69.23% of 13 reviewers that rated this feature as important or highly important Financial planning for tax purposes Data Import/Export 3.8 (10) 60.00% of 10 reviewers that rated this feature as important or highly important Import and export data to and from software applications Compliance Management 3.5 (8) 50.00% of 8 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier Document Storage 3.6 (7) 57.14% of 7 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Workflow Management 2.9 (7) 57.14% of 7 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks UltraTax CS 16 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Track and manage adherence to policies for any service, product, process, or supplier Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Manage and store data in a database Process of checking different types of data for accuracy to avoid errors or inconsistencies Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Transmit documents to regulatory authorities over the web Calculate tax and make deductions on gross income from sources like wages, investments or self-employment The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return Declaration of income made to tax authorities Financial planning for tax purposes Create, design and manage workflows for repetitive tasks Features 3.4 (24) 3.4 Based on 24 reviews ## Pricing Value for money 3.3 (20) [View pricing plan details](https://www.capterra.com/p/79430/eDiscovery-Point/pricing/) Basic CA$2,500 Flat Rate,Per Year Value for money 3.3 (20) 3.3 Based on 20 reviews ## Integrations [ SmartVault](https://www.capterra.com/p/82811/SmartVault/)[ CS Professional Suite](https://www.capterra.com/p/89836/CS-Professional-Suite/)[ SafeSend](https://www.capterra.com/p/233757/SafeSend/) ## Support, customer service and training options Customer Service 2.8 (21) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 2.8 (21) 2.8 Based on 21 reviews ## User reviews Overall rating 3.5 Based on 24 reviews Filter by rating 5(7) 4(9) 3(2) 2(1) 1(5) Mentioned topic Sorted by most recent JG jeffrey g. member Accounting ### "Do NOT start with this company. Switching is painful. Ultratax expensive and horrible." 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 March 26, 2026 More issues/complaints than not Calls to sustomer service or tech support daily. Usually no answer. Mostly, canned response from people untrained in software and/or tax law and the meeting of the two to utilize the software to generate a tax return. Pros Nothing that any other income tax sotware could provide Ultratax is an expensive program without any value. Cons 1\. support is useless 2. too many issues occur where IRS instructions allow/require a certain reporting and ultratax software does not allow and does not offer a workaround. 3. even with entering "T" and "S" for every income or deduction amount, there is no way to generate a report that compares married filing joint results with married filing separate results. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KG Kevin G. Staff Accountant Accounting ### "Ultra Tax Is The Worst Ever" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 March 25, 2026 Horrific. As mentioned above, Ultra Tax is way too complicated and poorly designed and you spend most of your time just trying to navigate this worthless piece of garbage. Pros Nothing at all, there is really not one positive thing I can say about Ultra Tax. I would not recommend UT to anyone. I gave it one star because that entry is required but it is really zero stars. Cons Pretty much everything. Ultra Tax is poorly designed, far too complicated and confusing. Input screens are cluttered up with way too many unnecessary and poorly worded options. Things that should be in plain view and easy to find are hidden under UT's bizarre system of icons and unclear screen headings. Nothing seems to be located where you would logically expect it to be. We are wasting an ungodly amount of time just searching for things that are hidden, we constantly have to google instructions on where to find and navigate commonly used tax return entries. Ultra Tax is far and away the worst program I have ever seen. It clearly was not designed by an accountant or tax preparer, but must have been designed by some computer programming wiz trying to prove they are smarter than everyone else. Avoid UT at all costs, it is absolutely the worst tax program ever. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SB Sarah B. Owner Accounting ### "Don't buy it" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 March 1, 2026 \[sensitive content hidden\] pushes through unexplained charges. Their tech support does not solve problems (including currently over two weeks with being unable to log into the software during tax season). The software is much more expensive than others, cut it does not give you your money's worth! Pros It does work well for complex returns, once you learn the software. It seems to be accurate on most things, although it misses on some state issues. Cons Where to begin - customer service is atrocious. Their add-on practice management product Onvio is sub-par. Their planning software that comes with the product is inferior to Drake's. Switched from [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) I thought I needed more sophisticated software as I started working with more difficult returns. Alternatives considered [Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) Reasons for choosing UltraTax CS I thought Ultra Tax was a superior product to Lacerte from my memory of working with it decades ago. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Mike L. Tax Director Accounting ### "UltraTax - A reliable dinosaur that we are keeping around" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 December 20, 2025 Overall, we have been thrilled with the software and have shaped our tech stack around this software solution as we don't have intentions to change any time soon. Support is helpful. Software updates are reliable with updated forms. We don't expect any earth-shattering improvements to modernize the interface, but we are okay with that for the time being. Pros Ultratax has become the gold standard for our firm in terms of accuracy, reliability, and completeness in terms of tax forms and filings. We have compared to many other offerings and we love how thorough and robust this software is while handling multi-state apportionment and each state we have to work in. Cons The software is dated. It looks like a dinosaur circa Windows 98 style software. But we're okay with using this as a desktop server-based software until a better more modern offering comes out. I wish UltraTax had better integration with Quickbooks or other tax document reporting systems for more automated data entry. Switched from [Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) We needed better multi-state handling and more robust and reliable K-1 entry Alternatives considered [Intuit ProConnect Tax](https://www.capterra.com/p/249727/ProConnect-Tax/) [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) [Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) Reasons for choosing UltraTax CS We were mostly comparing desktop software when we adopted this back in 2014. So we weren't considering things like AI, automation, or cloud-based. At the time, this was the most affordable software that had the best accuracy and scope for our typical client. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AW Ashley W. CPA Accounting ### "Overall User Friendly" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 13, 2025 Ultra Tax CS is a great tax software for all users, from beginners to more advanced users. It's easy enough to populate a return and determine where the information should go, whether from forms view or the input view. Ultra Tax CS also works very well with the other Thomson Reuters softwares, so if you have them integrated it saves a lot of time. (Especially with fixed assets and tangible returns!) There are some negatives, (i.e. the price) but overall they don't outweigh the positives for me. Pros User-friendly, ease of use, customer support is always available, diagnostics when completing a return Cons Pricing, not being able to open multiple tax returns at the same time, the "ticking" feature will only show one tick mark Switched from [CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/) Ultra Tax intregrates with its other offerings much better than CCH. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KA Kristy A. Director of Operations Accounting ### "User-Friendly" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 June 5, 2025 Overall, our firm loves Ultratax, and are confident in its handling of complicated tax computations. Pros It's very user-friendly; even for new users and inexperienced tax preparers. It's easy to see prior year data and the interaction between data entry and its effect on the forms. Cons It doesn't interact well with some third-party softwares. If your firm mails estimates out on a quarterly basis, it's difficult to produce the associated instructions letter. Switched from [CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/) We were looking for something more user-friendly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DB Derek B. Owner Accounting ### "Good but be ready to pay" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 29, 2025 Overall I would say its good. The quality of the software outweighs the negatives about the price and sales team. Pros The best part of the UT software family is the integration with each other. When something is updated in one spot it is automatically updated across all of the software's. The depreciation software is also way better than the competitors. Cons The pricing and sales team is something to lack. I always say you get what you pay for but the UT pricing is well above the competition and the sales team is slow to respond and doesn't help the small firm. Alternatives considered [CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/) Reasons for choosing UltraTax CS Switching would have been harder than staying and dealing with the ridiculous price increases. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NJ Nahum J. PARTNER Accounting ### "Becarfull of renewal" 1.0 Overall Rating 1.0 1.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 February 18, 2025 First three years received a bundled price which was reasonable. after that price was increased 121% never explained thre are additional charges in addition to agreed renewal pricing. keep on additing diferrent prices during tax season so you have no other choice. very bad customer support. Pros standard compare to others in the market Cons Expensive over priced poor customer cupport. Switched from [Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) Bought a new practice and new practice had ULTRA Tax Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JH Jamon H. Accountant Accounting ### "Robust tax system at a competitive price point" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 January 12, 2025 Pros Robust, full-service tax preparation software at a more favorable price point than other competitors. Cons Some of the error flags are difficult to override. Switched from [Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) Ultra Tax was a more price competitive option Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SL Stephanie L. Bookkeeper Accounting ### "Ultra Tax Ease of use " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 October 31, 2024 My overall experience with UltraTax CS was great. I really liked the ease of use. Pros I really liked the ease of use of UltraTax CS Cons I did not like the MMA that you have to do just to get in to the program. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/79430/eDiscovery-Point/reviews/) Popular comparisons [TurboTax Business vs UltraTax CS](https://www.capterra.com/compare/79430-179846/eDiscovery-Point-vs-TurboxTax-Business)[Drake Tax vs UltraTax CS](https://www.capterra.com/compare/79430-176133/eDiscovery-Point-vs-Drake-Tax) [ProSeries Tax vs UltraTax CS](https://www.capterra.com/compare/79430-249725/eDiscovery-Point-vs-Intuit-ProSeries-Tax)[Lacerte Tax vs UltraTax CS](https://www.capterra.com/compare/79430-249726/eDiscovery-Point-vs-Lacerte-Tax)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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