--- 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: '2026-08-07' parent\_category: name: Tax Software url: https://www.g2.com/categories/tax-software --- # UltraTax CS Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by UltraTax CS but has limited features. Are you part of the UltraTax CS team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! 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](https://www.g2.com/sellers/thomson-reuters) Discussions [UltraTax CS Community](https://www.g2.com/products/ultratax-cs/discuss) Languages Supported English Solution Type All-in-One Overview by Carl Lindholm Show More ## Value at a Glance Averages based on real user reviews. ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/ultratax-cs/pricing) ## Top-Rated Alternatives [ ![Drake Tax](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Drake Tax") Drake Tax 4.6/5(27) ](https://www.g2.com/products/drake-tax/reviews) [ ![Intuit Lacerte Tax](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Intuit Lacerte Tax") Intuit Lacerte Tax 4.3/5(187) ](https://www.g2.com/products/intuit-lacerte-tax/reviews) [ ![CCH ProSystem fx Tax](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "CCH ProSystem fx Tax") CCH ProSystem fx Tax 4.1/5(133) ](https://www.g2.com/products/cch-prosystem-fx-tax/reviews) [ View All Alternatives ](https://www.g2.com/products/ultratax-cs/competitors/alternatives) ## User Insights Average based on 61 real user reviews. Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ## UltraTax CS Integrations (1) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Canopy ](https://www.g2.com/products/canopy-2026-05-12/reviews) Show More ![Robert K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Robert K.") RK Robert K. Small-Business (50 or fewer emp.) 3/19/2026 "Crashing Issues, Unresolved for Weeks" 0.5/5 What do you like best about UltraTax CS? At the moment, nothing, because it is crashing Review collected by and hosted on G2.com. What do you dislike about UltraTax CS? I'm really frustrated with UltraTax CS. Right now, it's not working at all for me. My tax professional is having issues because when she tries to open my estate tax, the system crashes. This has been a problem for two weeks and still isn't resolved, so I can't say anything positive about it. There should be a high priority on fixing bugs like these, and it should be resolved within 24 to 48 hours. Review collected by and hosted on G2.com. What problems is UltraTax CS solving and how is that benefiting you? UltraTax CS currently isn't solving any problems for me; it's actually not working as my tax professional says the system crashes when she tries to open my estate tax. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: G2 invite ![Krishna P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Krishna P.") 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. Show More 10/13/2025 Validated ReviewerSource: Organic ST Sandi T. Human Resources Manager 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. What problems is UltraTax CS solving and how is that benefiting you? Ultra Tax allows us to manage all of our tax returns in one place. The rollover features are very benifical. Ultra tax also allows for the processing of many return types and mult states. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite AS Amanda S. Firm Administrator Small-Business (50 or fewer emp.) 1/15/2026 "UltraTax Is My Preferred Platform" 4/5 What do you like best about UltraTax CS? Of all the platforms we have used I prefer Ultratax the best. Review collected by and hosted on G2.com. What do you dislike about UltraTax CS? I do not like having to sign in multiple times. Review collected by and hosted on G2.com. What problems is UltraTax CS solving and how is that benefiting you? I believe it is the easiest platform to perform in and teach on. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic 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. What problems is UltraTax CS solving and how is that benefiting you? UltraTax CS is providing us with everything necessary we need in order to run our business smoothly. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") 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. What problems is UltraTax CS solving and how is that benefiting you? Holds a client base of over 1,500 businesses and individual tax returns. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite 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. What problems is UltraTax CS solving and how is that benefiting you? Fixed Asset tracking. Wonderful wizard for tracing asset classification. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic 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. What problems is UltraTax CS solving and how is that benefiting you? It is a great software to complete tax returns. I love being able to proforma over each year. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![BETH P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "BETH P.") 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. What problems is UltraTax CS solving and how is that benefiting you? tax preparation Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic 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. What problems is UltraTax CS solving and how is that benefiting you? Easy for input and check output of the software is also very good, Form view is also good after preparing return. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Thank You page ## Questions about UltraTax CS? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about UltraTax CS ](https://www.g2.com/products/ultratax-cs/discussions/new) GU Guest User What is UltraTax CS used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-ultratax-cs-used-for) LG Larry Goodman • Last activity over 6 years ago Experience with multiple outages? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/experience-with-multiple-outages) [ View all Discussions ](https://www.g2.com/products/ultratax-cs/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/ultratax-cs/pricing) UltraTax CS Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_676a3bc1cfb4cbf15246eaaeafcf3c36/intuit-lacerte-tax.png "Product Avatar Image") Intuit Lacerte Tax 4.3/5(187) [ Compare Now ](https://www.g2.com/compare/intuit-lacerte-tax-vs-ultratax-cs) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4fba50daba6d27e57d9fed2ff2167f59/cch-prosystem-fx-tax.jpeg "Product Avatar Image") CCH Tax 4.1/5(133) [ Compare Now ](https://www.g2.com/compare/cch-prosystem-fx-tax-vs-ultratax-cs) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_6be5f37c0f569f82686f5aa4871d6722/drake-tax.png "Product Avatar Image") Drake Tax 4.6/5(27) [ Compare Now ](https://www.g2.com/compare/drake-tax-vs-ultratax-cs) ##### Categories on G2 [Corporate Tax](https://www.g2.com/categories/corporate-tax)[Tax Practice Management](https://www.g2.com/categories/tax-practice-management)[Professional Tax](https://www.g2.com/categories/professional-tax) ##### Explore More [Is a dedicated digital communications governance platform worth it for a mid-size financial services firm?](https://www.g2.com/discussions/is-a-dedicated-digital-communications-governance-platform-worth-it-for-a-mid-size-financial-services-firm)[Best tools for automating feedback categorization](https://www.g2.com/discussions/feedback-analytics-what-are-the-best-tools-for-automating-feedback-categorization)[What is the top-rated visitor management system for enterprises?](https://www.g2.com/discussions/what-is-the-top-rated-visitor-management-system-for-enterprises) [What is the easiest yard management software to set up and run across multiple sites without a complex IT project every time a new location is added?](https://www.g2.com/discussions/what-is-the-easiest-yard-management-software-to-set-up-and-run-across-multiple-sites-without-a-complex-it-project-every-time-a-new-location-is-added)[Most reliable SAP store for enterprise solutions](https://www.g2.com/discussions/most-reliable-sap-store-for-enterprise-solutions)[Pros and Cons Details](https://www.g2.com/products/ultratax-cs/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)