UltraTax CS Tax Software for Professionals and Individual Tax Returns
Tax Software for Professionals and Individual Tax Returns
What if you could automate your tax workflow across all your clients? UltraTax CS tax software for professionals seamlessly integrates with CS Professional Suite and Thomson Reuters Onvio™ cloud software for accountants and tax professionals to automate your entire tax workflow: from initial data collection, through preparation, review and delivery of the final return. With an automated workflow, you can better serve your clients in less time and prevent potential errors from manual data entry.
Complete a paperless tax workflow
You can enjoy convenient online access and make data collection fast and easy when you use UltraTax CS tax software for professionals to send web-based individual client questionnaires to Onvio Client Center individual clients through a secure, private portal on your website. These easy-to-follow tax questionnaires help you uncover key considerations and collect clients’ tax documents securely — without making your clients download anything or feel like they’re doing their own tax returns.
Learn more about Onvio Client Center
Boost tax prep automation even more with our Source Document Processing service. Your clients can complete the questionnaires and attach supporting documents via their private Onvio Client Center 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. Clients can even send you high-quality scans of documents using the easy-to-use Onvio Client Center mobile app.
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. 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 Onvio Client Center.
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.