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296 reviews
UltimateTaxHonesty, pricing, process and quality scores appear once 5 customers have rated them.
UltimateTax Service, Inc. is a leader in providing tax professionals with quality tax software and year-round assistance. Since 2006 tax preparers, CPAs and EAs have partnered with us to provide their business software for the tax division needs.UltimateTax Service Inc. sells tax software to fit your business. You have choices. Not every office has the same software needs. Your office is no different. You will be paired with a support specialist that can help you make the best decision for your business.Building a relationship with your software vendor really is a key to success. Your responsibility as a business owner is to put your company in the best position to be successful. You should always surround yourself with other successful people and businesses. UltimateTax is a successful and responsible company. You won't be wrong partnering with UlimateTax.
UltimateTax (ultimatetax.com) has 296 customer reviews on Rated Honest, with an average rating of 4.3 out of 5.
Showing 19 reviews with 3 stars · Clear filters
ozner
Posted
Had issues with the corporation end. It was not smooth at all when preparing Corporation returns.
Response from UltimateTax· Aug 21, 2021
We can see where corporate returns are much more involved. We are available for support year round.
BERNARDO
Posted
The software needs updates, some firms are not in the system, customer service in the past has been horrible with their favor phrase ( I am not a tax preparer) even though you are calling for technical support rather than tax advise. This has some what changed at the end of the season with some ladies taking over the customer service.
Response from UltimateTax· Aug 21, 2021
Bernardo, We do say that we are not tax preparers. We know you are the professional. We will address your concerns though. Thank you.
JERALDINE
Posted
There is plenty of room for improvement - the company is not competitive to other software companies who offer better discounts when you are a returning customer. They don't have packages that will allow you to only purchase separate business software to which you only need one verses all (including individual tax forms). Slow response to emails requesting assistance to resolve software issues.
Response from UltimateTax· Aug 25, 2021
We have tried many things over the past 15 years. Our renewal rate is one of the best renewals in the industry. Yes, it would be nice to charge less, but unfortunately, we have to pay the bills too. We are usually pretty good at responding to our emails all day long. Though when we are closed we encourage you to use our extensive knowledge base. Thank you for the honest comments.
77william50
Posted
Couldn't file some NYS extensions and NYS tax returns yet Ultimate Tax software NEVER resolved the problem.
Response from UltimateTax· Aug 25, 2021
Sorry to hear that you had problems filing. We do provide all the forms. There are some jurisdictions that we cannot file extensions electronically.
Bob
Posted
Reasonable price. However I continue to experience issues that waste my time for no good reason. I don't feel that anybody pays attention to making this system user friendly for an individual practitioner.
Response from UltimateTax· Aug 25, 2021
It is tough to change an existing system when people get used to it. We are always trying to improve, more changes on the way this year.
Lisa N.
Posted
I am very disappointed that you all made changes to the state returns for unemployment. I had already adjusted my returns for that so now my tax clients are getting letters from the state of Indiana about owing more money because you made those changes without consulting with your clients. At least with federal, you did notify us that you were making those changes.
Response from UltimateTax· Jun 22, 2021
Lisa, I would say that this year was a challenge for all people involved. Since congress made changes to 2020 tax season after the season started, basically unprecedented, that created a new set of challenges. Changes that were done were to the returns so that you had a correct representation of the return. Sorry that it has caused you additional work. In many cases this really helped out the preparers so the returns were correct and did not need modifications.
Bruce
Posted
This is my 1st year using the software so I'm may be a little behind the learning curve. Coming over from Drake the SW is not intuitive but maybe as the season progresses it will grow on me. KUDO's to Operations Manager Chris Bynum, who spent a couple of hours emailing back and forth to help me with the initial login.
Response from UltimateTax· Jan 26, 2017
Yes, you will have a learning curve. Drake is a different program, we have many customers who appreciate the move once they get their feet wet.
Yvette
Posted
I switched from another tax preparation software to ultimate tax because it was more economical however I'm quickly seeing the difference.
Response from UltimateTax· Jan 26, 2017
Yes, as with any change there is always a learning curve. We are here to help. We have many resources for you.
