David N.
DN
David N.
Accounting Manager
Accounting
Mid-Market (51-1000 emp.)
"Integrates very well with a lot of other programs"
4.5/5
Verified User in Information Technology and Services
AI
Verified User in Information Technology and Services
Small-Business (50 or fewer emp.)
"Doing the returns by hand would have been quicker!!! DO NOT BUY"
0/5
What do you like best about UltraTax CS?

Not having the software is what I liked best Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

What do I dislike..... EVERYTHING...Support is awful knows absolutely nothing. We are an inhouse tax department and only have to file 1 return for federal and a bunch of states. Let's just say it would have been quicker to do it by hand and using excel. We have to make alot of adjustments for our state returns because we are a partnership and HEAVEN HELP YOU if you have to make adjustments. Buying this software was the biggest mistake. I am basically having to over ride most of the tax return in the form screen. I also, have to reallocate most of the special allocations even though I have the box checked to keep them the same as the federal. Also, waiting forever for anything to download and/or print is insane. I spend so much wasted time waiting on returns to print so I can check them since using the form view does not give you all the statements, etc. Also, paying for useless support.... Review collected by and hosted on G2.com.

Sydney D.
SD
Sydney D.
Secretary
Small-Business (50 or fewer emp.)
"Great Tax Software!"
5/5
What do you like best about UltraTax CS?

What I like best is how easy to use Ultra Tax CS is, it is very user friendly and easy to navigate. I enjoy being able to catogize information and click through diffrent tabs to enter in information. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

What I dislike about Ultra Tax CS? Currently there is nothing that I dislike. It is working well. No complaints. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Dissatisfaction with Ultra Tax Virtural Office"
2/5
What do you like best about UltraTax CS?

The program housed on an in house server is a great product. Our firm has used Ultratax for over 20 years. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

We switched to the virtual office product at our sales persons recommendation. This was the worst mistake we have ever done. At first it was great, but Thomson Reuters has not taken care of their customers with numerous outages and slow performance. We have missed deadlines and had to send staff home because the Thompson Reuters servers keep going down or have issues. It is time to look for a more reliable vendor. Tax season is 13 weeks of high intensity work. When you have an arrogant vendor that doesn't care about its' customers it is time to move on. Review collected by and hosted on G2.com.

MB
Mark B.
Small-Business (50 or fewer emp.)
"Unacceptable. I recommend banning from the industry."
0.5/5
What do you like best about UltraTax CS?

Nothing. The entire experience has been regrettable. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

Hidden fees. Misleading sales practices. Inaccessible / unavailable poor support for which you are charged if you have the time and patience for a one hour plus hold. Basic features not present. Unstable technology platform - crashing multiple times during my brief attempt to use. Unreasonable refund policy. Review collected by and hosted on G2.com.

Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Ultra Tax- Best way to process returns"
5/5
What do you like best about UltraTax CS?

I love how quick it is to file returns on these programs. I work in a small accounting firm and during tax season Ultra Tax is our go-to program to file tax returns. I learned very quickly and have been able to train my assistant up front on using this program as well. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

nothing inconvenient to me regarding this program. There are sometimes issues with it freezing but other than that, no issues. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Decreased Quality of Customer Service, Technical Knowledge, and Wait Time"
2.5/5
What do you like best about UltraTax CS?

The platform is generally a good one and efficient to navigate. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

Unfortunately, over the past year or two Customer Service has gone downhill in courtesy and, worse, in knowledge and technical skill. The wait time this year during slow season is over an hour (and counting) and will probably be worse during busy season. Being in the service industry we are used to a certain level of goodwill during business related conversations, as well as competence and knowledge, and a wait time that does not waste a greater part of a day. We hope Ultra Tax takes the hint and makes an effort to bring back the excellent level of service they had in the past. Review collected by and hosted on G2.com.

SR
Scott R.
Tax Consultant
Small-Business (50 or fewer emp.)
"Intuitive, easy to use. Does a good job of tracking basis info."
5/5
What do you like best about UltraTax CS?

Ease of use. The program is very intuitive and finding help is convenient. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

Sometimes it can be slow when processing data. Review collected by and hosted on G2.com.

Jessica L.
JL
Jessica L.
Accounting Intern
Small-Business (50 or fewer emp.)
"Allows easier tax filing"
4/5
What do you like best about UltraTax CS?

I like that it is pretty simple to use and input taxpayers income and deduction information into the tax software. There are specific breakdowns for each category and it is all well organized. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

One thing to note is that sometimes the system is very slow and no more than one user may access a clients file which may be an inconvenience at times. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Relatively Easy to Navigate, Should Have Better FAQ"
5/5
What do you like best about UltraTax CS?

Most topics you are trying to find are where you would think they would be. I like that you can go to form mode, right click and take it back to the input mode and it will take you to where this is pulling from. I like the Diagnostics feature as well. Review collected by and hosted on G2.com.

What do you dislike about UltraTax CS?

I think that a “tutorial” could be very helpful for new users. While I use the search/help feature sometimes, however think that this could be more beneficial if synonyms were used to find results. An example of this is when I was looking for the energy efficient car tax credit, but instead of “car” the system had it as “vehicle”, therefore it did not pull up in my search results. I wasted 15 minutes trying to find the entry for this. Review collected by and hosted on G2.com.