UltimateTax

API—OSS—FREE—DOCS4/5
UL5.2#17 of 29
outWeboutWindowsoutMacoutLinux—Android—iOS

Ranked in Small Business Tax Software ·Free trial· paid from $15.67/mo

About

UltimateTax is ranked #17 of 29 in small business tax software on Inferse. It runs on Linux, macOS, Web, Windows. There is no free plan. A free trial is offered. Paid plans start at $15.67/mo.

Compared on small business tax software

Free plan
Noultimatetax.com
Business entity support
partnership, C corporation, S corporation, fiduciary, exempt organizationultimatetax.com
Federal e-file
Yesultimatetax.com
State e-file
Yesultimatetax.com
Prior-year import
Yesultimatetax.com

Facts

Product
UltimateTax provides professional tax preparation software for tax preparers, including 1040 and corporate return products.ultimatetax.com · 4 Oct 2026
Online filing
Online 1040 lets preparers file unlimited 1040 returns through a web browser.ultimatetax.com · 4 Oct 2026
Desktop requirement
The desktop 1040 products are installed software for Windows 11.ultimatetax.com · 4 Oct 2026
Browser compatibility
The online 1040 software works on Mac, Windows, and Chromebook, and the pricing comparison says it is compatible with Linux computers.ultimatetax.com · 4 Oct 2026
Return types
The corporate desktop product lists 1040, 1041, 1120C, 1120S, 1065, 706, 709, and 990 forms.ultimatetax.com · 4 Oct 2026
Preparation features
The product comparison lists interview mode, prior-year carry-forward, e-signatures, diagnostics, and context-sensitive help.ultimatetax.com · 4 Oct 2026
Client tools
All UltimateTax subscriptions include ProClient, described as a client document management system.ultimatetax.com · 4 Oct 2026
Integrations and bank products
UltimateTax lists EPS Financial, Santa Barbara TPG, and Refund Advantage as bank product providers.ultimatetax.com · 4 Oct 2026
Data conversion
UltimateTax says its support team provides free data import from previous tax software.ultimatetax.com · 4 Oct 2026
Security
The online 1040 page says regular automatic backups secure data stored in an online database.ultimatetax.com · 4 Oct 2026
Eligibility limit
The pricing page says an EFIN is required to file with its packages.ultimatetax.com · 4 Oct 2026
Support
Packages include year-round support, and the company describes its support service as available 365 days a year.ultimatetax.com · 4 Oct 2026
Intended users
The company describes its software as serving new and experienced tax preparers, small businesses, and enterprise owners.ultimatetax.com · 4 Oct 2026
Free demo
The site offers a free demo, and product pages include a “Try For Free” option without stating a trial duration.ultimatetax.com · 4 Oct 2026

Company

Founded
2006ultimatetax.com · 28 Sept 2026

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Where it ranks on Inferse

Sources