Tax Software Survey: UltraTax CS

August 3, 2009

Click here for a PDF of detailed survey responses for UltraTax CS.

Tax program name	UltraTax CS
Vendor name	Thomson Reuters
Telephone	800-968-8900
E-mail address	CS.Sales@thomsonreuters.com
Web site	cs.thomsonreuters.com
Price on Federal 1040	$2,250
Is this an increase from last year? By how much?	Yes, $50
Renewal price	$1,960
State price	$325 - $375
State renewal price	Same as above
Pay-per-return pricing	$175 for PRP license
Additional cost for E-filed returns	Included at no additional cost
Online version? Cost?	Yes, call for pricing
Support	800-968-0600, press 2,4. Online Knowledgebase, weekly e-mail updates during tax season.
Toll-free telephone	800-968-0600, press 2, 4
Hours	Weekdays January 2 - April 10: 9:00 a.m. - 10:00 p.m. April 13 - April 15: 9:00 a.m. - 12:00 a.m. April 16 - September 4: 9:00 a.m. - 8:00 p.m. September 8 - September 15: 9:00 a.m. - 9:00 p.m. September 16 - October 9: 9:00 a.m. - 8:00 p.m. October 12 - October 15: 9:00 a.m. - 9:00 p.m. October 16 - December 31: 9:00 a.m. - 8:00 p.m.* Saturdays January 3 - February 28: 9:00 a.m. - 6:00 p.m. March 7, 14: 9:00 a.m. - 8:00 p.m. March 21, 28: 9:00 a.m. - 6:00 p.m. April 4, 11: 9:00 a.m. - 8:00 p.m. April 18: 10:00 a.m. - 4:00 p.m. (e-filing only) September 12: 9:00 a.m. - 6:00 p.m. October 10: 9:00 a.m. - 6:00 p.m. Sundays March 1 – 15: 10:00 a.m. - 6:00 p.m. April 5, 12: 10:00 a.m. - 6:00 p.m. September 13: 10:00 a.m. - 6:00 p.m. October 11: 10:00 a.m. - 6:00 p.m. Support Closures January 1: New Year’s Day May 25: Memorial Day July 3: Independence Day observed September 7: Labor Day November 26: Thanksgiving November 27: Day after Thanksgiving December 25: Christmas
E-mail support?	Yes
IM/chat?	No
Other? Please specify	n/a
Do you offer organizers?	Yes
Client letters	Yes
Client portals	Yes
Does your software integrate with other products? Which ones?	Yes - Write-Up CS^®, Fixed Assets CS^®, Trial Balance CS™, Payroll CS^®, Engagement CS^®, Practice CS^®, FileCabinet CS™, Planner CS^®, NetClient CS^®, Toolbox CS^®, Planner CS^®, GoFileRoom^®, Virtual Office CS™, and Checkpoint^®
New features added to your software for this year	The addition of a Firm/Office tab to the UltraTax CS Homepage providing metrics such as who is currently working in UltraTax CS, the number of each type of return prepared (Form 1040, Form 1120, etc.) in the current year system as compared to the number prepared in prior-year UltraTax CS systems, a preparer summary report displaying the number and types of returns completed by each preparer in the office, etc. For our tax return client portal, the capability to seamlessly and in one pass automatically populate the client portal with both the completed tax return and copies of the scanned client source documents (W2, 1099, etc.). For the federal 1040 and all 1040 states, the ability to compare the prior-year calculated tax projection worksheet with the current-year calculated tax return.