--- title: UltraTax CS Reviews meta_title: 'UltraTax CS Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 61 reviews by the users' company size, role or industry to find out how UltraTax CS works for a business like yours. aggregate_rating: rating_value: 3.4 review_count: 61 scale: '5' date_modified: '2026-08-04' parent_category: name: Tax Software url: https://www.g2.com/categories/tax-software --- # 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 appreciate the **excellent customer support** of UltraTax CS, finding it helpful and easily accessible. (2 reviews) - Users appreciate the **ease of use** of UltraTax CS, highlighting its intuitive interface and user-friendly design. (2 reviews) - Users appreciate the **efficiency** of UltraTax CS, notably saving time through seamless integrations and year-to-year rollover. (1 reviews) - Users value the **seamless integrations** of UltraTax CS, enhancing efficiency and reducing data entry time significantly. (1 reviews) - Users appreciate the **time-saving integrations** of UltraTax CS, streamlining data entry and enhancing efficiency year over year. (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 extensive features and capabilities. (1 reviews) - Users find UltraTax CS to be **pretty expensive** , which can be a barrier for many taxpayers and firms. (1 reviews) - Users experience **inefficiency** when navigating forms, as the software doesn't return them to the correct input screen locations. (1 reviews) - Users experience **login issues** , often required to sign in multiple times, hindering their workflow. (1 reviews) - Users often face **software bugs** during critical moments, causing frustration and affecting their overall experience with UltraTax CS. (1 reviews) ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-06+14%3A06%3A34+-0500&secure%5Bsession_id%5D=34ded6be-f6f5-4324-9b7e-e6645aaa7dd1&secure%5Btoken%5D=4dbc81dc2a7b9f326dc02f4da96ed6ec973b0c8057463ae5d812b953882396d1&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 - Historical Reporting - K-1 Reporting **Data management - Professional Tax Software** - Data Import - Data Export - Data Import/Export **Platform Data** - Dashboard **Workflows** - Integrations - Importing **Tax filing - Professional Tax Software** - E-filing - eSignatures - Calculation **Additional Functionality** - Tax Compliance - Generative AI - SSL Security - Workflow Management - Accounting - Multiple User Accounts - Audit Trail - Tax Filing - Client Management - Activity Dashboard - AI Copilot - Electronic Filing - Tax Planning - Corporate/Business - Dashboard Creation - Multiple Data Sources - Compliance Management - Data Import/Export - Sales Tax Management - Client Portal - Deadline Management - Customizable Templates - Status Tracking - Exception Notification - Audit Management - Customer Accounts - For Nonprofits - Data Storage Management - Document Management - Electronic Submission - Email Reminders - Alerts/Notifications - Data Visualization - Reporting & Statistics - Access Controls/Permissions - Payroll & Employer Forms - Tax Forms - Reminders - Activity Tracking - Financial Analysis - Data Verification - Bank Reconciliation - Mobile Access - Payroll Management - Multi-Currency - Invoice Processing - Value Added Tax (VAT) - Taxation & Assessment - Approval Process Control - Electronic Payments - Invoice Management - Tax Management - Task Management - API - Customizable Branding - Property Tax Management - Customizable Reports - Time & Expense Tracking - Real-Time Data - Receipt Management - Document Storage **Reporting - Professional Tax Software** - Tax Planning **Agentic AI - Tax Practice Management** - Autonomous Task Execution - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Additional Functionality** - ACH Payment Processing - Bank Reconciliation - API - Document Templates - Real-Time Updates - Email Reminders - Compliance Management - Timesheet Management - Task Management - Billing & Invoicing - Data Import/Export - Generative AI - Mobile Access - Access Controls/Permissions - Communication Management - Due Date Tracking - Tax Forms - Tax Filing - Configurable Workflow - Audit Management - Third-Party Integrations - Document Storage - Customizable Templates - AI Copilot - Approval Process Control - Alerts/Notifications - Project Management - Cash Management - Workflow Management - Status Tracking - Client Management - For Tax Practices - Reporting & Statistics - Employee Management - Time Tracking - Accounting - Document Management **Integration and Support - Professional Tax Software** - Payment - Client Portal - Tax Advisor - Mobile App **Additional Functionality** - Refund Management - Compliance Management - Communication Management - Accounting - Document Management - Client Management - Document Storage - Digital Signature - Billing & Invoicing - Reporting & Statistics - Tax Management - Approval Process Control - Third-Party Integrations - Time Tracking - Property Tax Management - AI Copilot - Invoice Processing - Access Controls/Permissions - Task Management - Alerts/Notifications - Audit Management - Generative AI - Reminders - Customizable Templates - Bank Reconciliation - For Tax Practices - Workflow Management - ACH Payment Processing - Due Date Tracking - Status Tracking - Multi-Currency - Taxation & Assessment - Mobile Access - Receipt Management - Activity Dashboard - Tax Compliance - API - Tax Forms ## 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)