UltraTax CS Tax Software for Professionals and Individual Tax Returns
Tax Software for Professionals and Individual Tax Returns
UltraTax CS tax software for professionals seamlessly integrates with CS Professional Suite to automate the entire tax workflow: from initial data collection, through preparation, review and delivery of the final return.
Complete a paperless tax workflow
Make data collection fast and easy when you use UltraTax CS tax software for professionals to send web-based individual client organizers to NetClient CS individual clients through a secure, private portal on your website.
Learn more about NetClient CS
Boost tax prep automation even more with our Source Document Processing service. Your clients can complete the organizers and attach supporting documents via their private NetClient CS portal. After a few automatic steps in the workflow, the tax return is quickly prepared and reviewed using intuitive navigation, comprehensive review tools and hyperlinked diagnostics.
Learn more about Source Document Processing
Track projects and time and bill clients
Send your UltraTax CS return invoice amounts directly to Practice CS, where you can bill your clients and automatically track projects and time through every step of the process. You can even bill your clients and collect credit card payments electronically through NetClient CS. Plus, as your staff logs the status of returns in UltraTax CS, your projects and tasks automatically advance in Practice CS, where you can track the progress of all engagements through its intuitive dashboards.
Tax prep software for preparers that works in the cloud
You can complete all of these steps and more anytime, anywhere with our powerful cloud computing options for our tax prep software for preparers: Virtual Office CS, SaaS (Software as a Service for CS Professional Suite) and NetClient CS Mobile.
On Demand Demo: Individual Tax Workflow
Streamline Your 1040 Workflow
See how UltraTax CS tax prep software for preparers reduces manual data entry through data sharing and integrates with other CS Professional Suite products to streamline your 1040 workflow process.