# UltraTax CS Reviews **Vendor:** Thomson Reuters **Category:** [Corporate Tax Software](https://www.g2.com/categories/corporate-tax) **Average Rating:** 3.4/5.0 **Total Reviews:** 61 ## About UltraTax CS 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. ## UltraTax CS Pros & Cons **What users like:** - Users commend the **excellent customer support** of UltraTax CS, appreciating its user-friendly and accurate features. (2 reviews) - Users appreciate the **ease of use** of UltraTax CS, highlighting its intuitive design and user-friendly experience. (2 reviews) - Users appreciate the **efficiency of UltraTax CS** , as its integrations significantly reduce data entry time and streamline workflows. (1 reviews) - Users appreciate the **seamless integrations** of UltraTax CS, enhancing efficiency and reducing data entry time significantly. (1 reviews) - Users value the **time-saving integrations** of UltraTax CS, streamlining data entry and enhancing workflow efficiency. (1 reviews) - Users appreciate the **user-friendly interface** of UltraTax CS, highlighting its excellent accuracy and helpful features. (1 reviews) **What users dislike:** - Users find the **difficult learning curve** of UltraTax CS challenging due to its vast array of features. (1 reviews) - Users find UltraTax CS to be **pretty expensive** , which can add frustration during critical technical difficulties. (1 reviews) - Users experience **inefficiency** with UltraTax CS, as navigating back to input screens can be frustrating and unproductive. (1 reviews) - Users find **login issues** frustrating due to the need for multiple sign-ins, impacting their overall experience. (1 reviews) - Users face **technical difficulties** with UltraTax CS, often occurring at inconvenient times, impacting their experience. (1 reviews) ## UltraTax CS Reviews ### 1. Get your tax returns done **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2017 **What do you like best about UltraTax CS?** I enjoy the capabilities of UltraTax. Having an import function to automatically transfer over client's trial balance saves a lot of time. **What do you dislike about UltraTax CS?** I do not like how when exporting to other Thomson Reuters products (i.e. planner cs) the tax return does not always tie out. **Recommendations to others considering UltraTax CS:** I would recommend UltraTax as well as other Thomson Reuters products to fully integrate and get the best value out of the product line. **What problems is UltraTax CS solving and how is that benefiting you?** UltraTax assists our company complete tax returns for our customers in an efficient manner. We find the software to be user friendly as well. ### 2. User Friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2017 **What do you like best about UltraTax CS?** The software is updated frequently with the ever changing tax laws. These updates consider the users inputs and seem to work well. **What do you dislike about UltraTax CS?** You have to use the software almost on a daily basis to keep up with all the changes made during tax season. If you only do one or two tax returns a week it would be tough to keep up with all the different used of Ultra Tax. **Recommendations to others considering UltraTax CS:** Look at what your use is. If you do not file a lot of tax returns another software may work just as well. **What problems is UltraTax CS solving and how is that benefiting you?** We prepare tax returns for corporations and individuals. ### 3. Bad **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2017 **What do you like best about UltraTax CS?** The program can be fast and not too extremely difficult to use. **What do you dislike about UltraTax CS?** Everything else. The pricing is horrible for what you are getting. They nickle and dime you for everything. Some of the pricing information that was given to me when I signed up was misleading I feel. Apparently Ultra Tax is older technology and every time you call with a question, there is a charge. This month, I got a bill of over $700 just because of calling and asking questions to learn how to use their software. Worse, I am still confused what charges are extra or not. Their invoice is not clear so I do not even know what my bill will be next month. I do not recommend this product and will look elsewhere next year. **Recommendations to others considering UltraTax CS:** Not recommwnded **What problems is UltraTax CS solving and how is that benefiting you?** We are trying to get the tax returns done in a fast and efficient manner. ### 4. Tax return preparation and efiling **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2017 **What do you like best about UltraTax CS?** On demand updates on Forms based on input view **What do you dislike about UltraTax CS?** not enough keyboard shortcuts and the input screens looked outdated, editing the custom letters was a bit cumbersome **What problems is UltraTax CS solving and how is that benefiting you?** tax return preparation and efiling ### 5. Not Recommending **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2017 **What do you like best about UltraTax CS?** So far, I like how fast the software opens, but I think that's due to our upgraded server. **What do you dislike about UltraTax CS?** I never thought I would hate a software company so much. Thomson Reuters has made my job very difficult. There have been problems with every aspect of UltraTax, including simply logging in! The following is a list of everything with which we've had problems: 1) Logging in 2) Training (they need more trainers to accommodate their clients' schedules) 3) Getting different answers from different people on many things 4) Had to buy a $10k server, or else pay $1,500 a month in web fees for cloud-based software. 5) Thomson Reuters had issues communicating with our IT firm, which resulted in a two-month delay. We've been using our contracted IT firm for years. They're experts. They've admitted this has been a challenge for them--Thomson Reuters, apparently doesn't design its software to conform to industry standards, which made for a difficult transition to our new server. 6) Support response times unacceptable. I am currently on a chat. The display says I started at 12:15 at number 7 in the queue. It's 12:27 and I'm still number 7) Also, I've emailed support--all they do is direct me to the stupid help section (which I've already searched!) 7) Sales person who initially suckered us knows NOTHING technical or even things he/she should know about the product he/she sells. 8) Software is not user-friendly. It took my looking through the 60-page manual and having to speak with a support rep to know how to add an event to a client's page. (This was discussed during a previous training, but the trainer was busy and referred us to support.) 9) Trainings are not recorded. I think for the level of money we're spending, Thomson Reuters should be providing us with recordings of our trainings. I'd like to point out I specifically asked about free training videos. Our salesperson had no idea where to direct me. I spent a lot of time searching the CS Professional site and found some--the salesperson should've known how to direct a client. 10) CS Professional (back office) is a nightmare to navigate. I've wasted countless hours trying to do things on my own to avoid having to involve a support rep. 11) Updates- Even these are a nightmare. You have to "retrieve licenses" and "renew subscriptions" before you can even apply simple updates! Also, with every update, there's a screen with dozens of buttons that need to be addressed--if you're a tech maven, you might be fine, but even the experts at our contracted IT firm have been challenged by Thomson Reuters' excessive requirements. 12) Transitioning from ProSeries. Limited info transfers from ProSeries. 13) Migrating ProSeries data into UltraTax. Again, our IT firm even had issues trying to migrate our data from ProSeries to UltraTax. Even the Thomson Reuters support had problems with this on our behalf. This took a long time and money to complete. 14) There are more issues, but I can't think of them right now. 15) File Cabinet, while I know is not UltraTax, is a program that almost all UltraTax users will need to use to store docs. File Cabinet is not user-friendly. It's difficult to even rename a folder without having to search a manual or speak with a rep. Enough already! We just want a system we can use. We haven't really put the software into use yet. We're still trying to overcome all these obstacles. We're all very scared of the upcoming tax season, needless to say. It's now 12:51 and I am still in the queue... **Recommendations to others considering UltraTax CS:** I recommend you don't use it. **What problems is UltraTax CS solving and how is that benefiting you?** We've realized absolutely no benefits yet. ### 6. UltraTax CS is a very user friendly program **Rating:** 4.5/5.0 stars **Reviewed by:** Spencer M. | Senior Tax Accountant, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2016 **What do you like best about UltraTax CS?** UltraTax CS is great for doing almost every type of tax return. I prepare all types of returns (1040, 1065, 1120, 1120S, 990, 1041, etc.) and it definitely does the job. It works especially well on simple returns especially 1040's. UltraTax CS has a very easy to use navigation system to input all the data needed to prepare a tax return. I was able to pick it up and use it coming from a different software almost immediately. **What do you dislike about UltraTax CS?** The only thing that I dislike about UltraTax CS is how it handles multi-state passthrough returns. On partnership returns, 1065's, if you have a K-1 passthrough, it does not handle the state apportionment very well. I have brought this up to UltraTax CS and hopefully a better allocation input method will become available shortly but it pales in comparison to Prosystems FX in this instance. **Recommendations to others considering UltraTax CS:** Great program for mid-size firms. If preparing more complicated returns, i would use Prosystems FX, otherwise UltraTax CS is perfect for you. **What problems is UltraTax CS solving and how is that benefiting you?** Preparing all types of tax returns. Easy to use and easy to pick up. Can recommend for pretty much anyone not doing too complicated tax returns. ### 7. Simplifies Tax preparation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Chemicals | Enterprise (> 1000 emp.) **Reviewed Date:** January 10, 2017 **What do you like best about UltraTax CS?** Thomson Reuters consistently delivers high quality in their products, tax in particular. The intuitive design and simple interphase makes preparing return an enjoyable experience. **What do you dislike about UltraTax CS?** The system can be slow at times and even slower when updates are in process. However, that could be because of system limitations **What problems is UltraTax CS solving and how is that benefiting you?** The cumbersome act of many tax returns. Returns are processed faster and so productivity is on the rise. ### 8. Unbelievable long wait times for support. **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2016 **What do you like best about UltraTax CS?** WHEN YOU FINNALY GET A SUPPORT REP ON THE PHONE THEY ARE KNOLDEABLE. **What do you dislike about UltraTax CS?** Unbelievable long wait times for support. **Recommendations to others considering UltraTax CS:** LONG WAIT TIMES FOR SUPPORT **What problems is UltraTax CS solving and how is that benefiting you?** WE ARE A SMALL CPA FIRM ### 9. UltraTax CS **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2016 **What do you like best about UltraTax CS?** Ease of use. Good graphic interface. Great features connecting tax return line items to input screens. Great proforma feature bringing client general information forward from year to year. Great customer support. **What do you dislike about UltraTax CS?** Price - a little expensive. Extra fees for a terminal server license. **Recommendations to others considering UltraTax CS:** Great program and integration with the other programs offered by CreativeSolution/Ultratax. The tax planning program and depreciation program integration is great. **What problems is UltraTax CS solving and how is that benefiting you?** None ### 10. Horrible...just horrible **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2016 **What do you like best about UltraTax CS?** The customer service is great except we kept getting bills for every bit of prorated time we called in. Last months bill was almost $600 and all we were trying to do was learn the software...as if the software wasn't expensive enough. **What do you dislike about UltraTax CS?** Everything we were told the software could do was a lie. It is not user friendly, the calendar in the practice management program can't schedule appointments after 4pm (confirmed by their IT department). If you want to change a recurring appointment you have to go into every occurrence for all of time. **Recommendations to others considering UltraTax CS:** Make sure to check the system requirements prior to signing a contract. We ended up having to pay $3,000 for a new server because the Practice CS and UltraTax can't run on the same server. The Practice CS software is a joke and the UltraTax software is not at all intuitive...very difficult to use. Long learning curve. **What problems is UltraTax CS solving and how is that benefiting you?** We left Ultratax right before tax season it was so bad...back to Proseries. ### 11. Solid Tax Prep Software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2015 **What do you like best about UltraTax CS?** Ultra Tax is fast and data input is straightforward. Unlike the last version of ProSystem fxTax Tax I used, Ultra Tax lets you quickly switch between form and input view without needing time to recalculate. This makes it so much easier to see what the results of your work and make sure inputs are correct. The ability to bring over K-1s from other entity returns prepared in Ultra Tax works well. Support is knowledgeable and helpful, although wait times for support can get long during busy season. **What do you dislike about UltraTax CS?** The organizer system for individual returns isn't as good as ProSystem fxTax's organizer system. Ultra Tax generates a decent organizer, but there isn't a good way to index organizers once they're scanned. Allocating income from K-1s between states is a pain, although I don't know of any tax software that handles it better. **Recommendations to others considering UltraTax CS:** Of the big two software programs for tax prep (UltraTax and Prosystems fx Tax) Ultra Tax definitely has the edge for corporate returns because it's faster and easier to use. I think Ultra Tax still has the edge for personal returns since it's faster, although I wish there were a better way to scan and index workpapers, the organizer, and client files. Thomson Reuters Filecabinet can do some indexing, but it's not as good at indexing documents and organizers for individual tax returns as Prosystems software. **What problems is UltraTax CS solving and how is that benefiting you?** We prepare tax returns for businesses, trusts, and individuals. Ultra Tax usually allows us to quickly and accurately prepare returns. ## UltraTax CS Discussions - [Experience with multiple outages?](https://www.g2.com/discussions/experience-with-multiple-outages) - 1 comment, 1 upvote - [View UltraTax CS pricing details and edition comparison](https://www.g2.com/products/ultratax-cs/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-05-26+04%3A22%3A44+-0500&secure%5Bsession_id%5D=84ae78c7-24d3-4e76-b81e-a0a33f5f8ecb&secure%5Btoken%5D=1e785bf1581e71ab94035057ae80279272567dd62a2dd4600d6d9d3e862586e6&format=llm_user) ## UltraTax CS Integrations - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) ## UltraTax CS Features **Platform Additional Functionality** - Cloud - Messaging - Payment - Portal **Tax Planning** - Strategies - Exemptions - Credits - Estimations **Tax Forms - Professional Tax Software** - Federal Tax - State Tax **Platform Content** - Automation **Tax Filing** - Calculations - Rules & Regulations - Reporting **Data management - Professional Tax Software** - Data Import - Data Export **Platform Data** - Dashboard **Workflows** - Integrations - Importing **Tax filing - Professional Tax Software** - E-filing - eSignatures - Calculation **Reporting - Professional Tax Software** - Tax Planning **Agentic AI - Tax Practice Management** - Autonomous Task Execution - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Integration and Support - Professional Tax Software** - Payment - Client Portal - Tax Advisor - Mobile App ## Top UltraTax CS Alternatives - [Drake Tax](https://www.g2.com/products/drake-tax/reviews) - 4.6/5.0 (27 reviews) - [Intuit Lacerte Tax](https://www.g2.com/products/intuit-lacerte-tax/reviews) - 4.3/5.0 (187 reviews) - [CCH ProSystem fx Tax](https://www.g2.com/products/cch-prosystem-fx-tax/reviews) - 4.1/5.0 (130 reviews)