UltimateTax

Prepare, file, and manage professional business tax returns.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

UltimateTax Overview

  • Updated December 18, 2025

UltimateTax is a professional tax preparation software designed for accountants, tax preparers, and businesses that handle multiple client returns. It provides tools to efficiently prepare and file both individual and business tax returns, along with features that support compliance and accuracy.

It offers different packages suited to various business needs, making it a practical choice for professionals who value affordability, reliability, and responsive customer support during tax season.

Key Features

  • Multiple plan options: Offer Pay-Per-Return, Online 1040, Desktop 1040, and 1040 + Corporate packages to fit different needs.
  • Comprehensive tax forms: Support both individual (1040) and business (corporate) tax returns, which helps serve a wide range of clients.
  • State coverage: Include all U.S. states, so preparers can handle clients nationwide.
  • Unlimited e-filing: Provide free unlimited electronic filing in most plans, which helps reduce costs and improve efficiency.
  • Bank product integration: Allow refund transfers, loan advances, and product rebates, which can improve client convenience.
  • Flexible access: Available as desktop software for installation or as a web-based version that works on Windows and Mac.
  • User capacity: Online plan supports up to 10 users, while desktop versions allow unlimited users.
  • Customer support: Include year-round, 365-day support, which ensures help is available whenever needed.
  • Multi-year software: Provide access to the current year’s program plus the two prior years for continuity.
  • Affordable entry option: The Pay-Per-Return plan starts at a low base price, which makes it practical for small practices or those with fewer clients.

Price

Plan Annual Price Includes / Key Features
Pay‑Per‑Return (PPR) $388/year + $20 per return (1040); $40 per corporate return 2025 software; 1040 forms; EFIN required; all states; loan advance & tax products; 365 support; Mac-compatible; web-based (no install/update); 10 users
Online 1040 $888/year 2025 software (includes 2023 & 2024); 1040 forms; EFIN required; all states; free unlimited e-filing; bank product rebates; loan advance; 365 support; Mac-compatible; web-based; 10 users
Desktop 1040 $988/year 2025 software (includes 2023 & 2024); 1040 forms; EFIN required; all states; free unlimited e-filing; bank product rebates; loan advance; 365 support; installed software; unlimited users
1040 + Corporate $1,188/year 2025 software (includes 2023 & 2024); 1040 & corporate forms; EFIN required; all states; free unlimited e-filing; bank product rebates; loan advance; 365 support; installed software; unlimited users

Pricing link: https://ultimatetax.com/pricing/

Pros

Competitor Pros of UltimateTax
Drake Tax UltimateTax is more affordable for smaller firms, especially with its Pay-Per-Return option that allows preparers to avoid a high upfront cost. It also includes both online and desktop versions, which gives more flexibility. While Drake is known for being powerful, UltimateTax is often easier to learn and better suited for preparers who do not want a steep learning curve.
TaxSlayer Pro Compared to TaxSlayer Pro, UltimateTax provides stronger customer support with year-round availability, which is valuable during off-season. Its pricing is also more transparent and often lower, especially for firms with fewer clients. UltimateTax includes corporate returns in its higher-tier package without making the software too expensive, which is a benefit for practices handling both individuals and businesses.
OLT Pro UltimateTax offers a more polished interface and better overall customer service than OLT Pro, which is sometimes seen as more basic. It also includes access to prior-year software and multi-user capabilities, which OLT Pro does not emphasize as strongly. For preparers who want a reliable blend of affordability and features, UltimateTax tends to feel like a safer choice.
Intuit ProSeries UltimateTax is far more affordable than ProSeries, which is known to be costly for small and mid-sized firms. It provides unlimited e-filing in most plans, whereas ProSeries often charges additional fees per return. UltimateTax also offers clear, straightforward pricing with no hidden costs, which makes it attractive for cost-conscious practices.

Cons

Competitor Cons of UltimateTax
Drake Tax UltimateTax does not have the same depth of advanced features and integrations that Drake offers. Drake is known for its speed and detailed reporting options, which can be more suitable for larger firms with complex needs. Preparers handling a very high volume of returns may find Drake better equipped.
TaxSlayer Pro UltimateTax falls short in mobile accessibility compared to TaxSlayer Pro, which has a mobile app that preparers and clients can use. TaxSlayer also has more recognition among small preparers, which means UltimateTax sometimes feels less established in terms of market presence.
OLT Pro UltimateTax is generally more expensive than OLT Pro, especially for those who want unlimited filing at a low cost. OLT Pro is often chosen by budget-focused preparers who want the bare minimum, while UltimateTax may feel like a higher investment for similar functionality at the basic level.
Intuit ProSeries UltimateTax cannot match the breadth of third-party integrations and extensive form library that ProSeries provides. ProSeries is also backed by Intuit, which brings strong brand trust and reliability. Large firms with many clients and advanced tax needs may prefer ProSeries despite its higher cost.

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