Professional Tax Software
UltraTax CS client return and electronic filing dashboards
Why your firm should utilize the UltraTax CS dashboards
With the new modern experience, Client Returns provides key client-specific data and can expand your client search, sort, filter, and display customization, and the client data synchronizes with your desktop version. Plus, with the e-file dashboard, you can get a complete view of all your clients and current e-file status, and the dashboard allows you to see the status of returns your firm has filed. You can view all your clients from anywhere, on any device, by logging in with your CS Web login.
What you get with the UltraTax CS and Client Returns E-File Dashboard
Search to locate clients of interest by entering their ID or name, quickly bringing up the profiles you wish to see.
Narrow your view of the clients using all 8 columns of client data to get to the exact criteria you are looking for.
Add, move, and arrange columns that are most beneficial to your firm, saving you time when you need it most.
Cut your tax workflow time and increase your productivity using our professional tax preparation software with a full line of federal, state, and local tax programs