Professional Tax Software

UltraTax CS Electronic Filing Dashboard

Easily accessible E-File Status Dashboard with a modern interface, designed for user-friendly navigation and highlighting returns needing attention

Why your firm should utilize the UltraTax CS E-File Dashboard

With a new user experience, the E-File dashboard gives you a complete view of all your clients and their current e-file status from anywhere on any device by logging in with your CS Web login.

This customizable dashboard allows you to see the status of returns your firm has filed and quickly understand when action is required.   

What you get with the UltraTax CS E-File Dashboard

Intuitive search

Search by client ID or client name to see those of interest

Column filtering

Narrow your view of the clients using all 8 columns of client data available to get to the exact criteria you are looking for

Action views

Quickly see which returns need action with pre-set views for Accepted & Rejected returns


Interested in learning more about UltraTax CS?

Professional tax preparation software with a full line of federal, state, and local tax programs that cut your tax workflow time and increase your productivity