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SPECIFICTION
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UltimateTax

ultimatetax.com

From $15.67/mo Free trial WebWindowsmacOSLinux
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Spec score 7.8 #12 of 30 in Small Business Tax Software

What it is

UltimateTax provides professional tax preparation software for preparers handling individual 1040 and corporate returns. Online 1040 runs in a browser and supports unlimited 1040 filings; the pricing comparison lists compatibility with Mac, Windows, Chromebook, and Linux. Desktop 1040 products are installed software for Windows 11. The corporate desktop product lists forms including 1040, 1041, 1120C, 1120S, 1065, 706, 709, and 990. Listed preparation tools include interview mode, prior-year carry-forward, e-signatures, diagnostics, and context-sensitive help. Every subscription includes ProClient for managing client documents. UltimateTax lists EPS Financial, Santa Barbara TPG, and Refund Advantage as bank product providers, and says its support team provides free data import from previous tax software. Online 1040 stores data in an online database with regular automatic backups. Plans include year-round support, and an EFIN is required to file with the packages. Online 1040 costs $188 a year; other listed plans range from 288.00 USD to $488 a year.

Spec sheet

Product
UltimateTax provides professional tax preparation software for tax preparers, including 1040 and corporate return products.Read 4 Oct 2026 · ultimatetax.com
Intended users
The company describes its software as serving new and experienced tax preparers, small businesses, and enterprise owners.Read 4 Oct 2026 · ultimatetax.com
Security
The online 1040 page says regular automatic backups secure data stored in an online database.Read 4 Oct 2026 · ultimatetax.com
Support
Packages include year-round support, and the company describes its support service as available 365 days a year.Read 4 Oct 2026 · ultimatetax.com
Founded
2006Read 28 Sep 2026 · ultimatetax.com
Browser compatibility
The online 1040 software works on Mac, Windows, and Chromebook, and the pricing comparison says it is compatible with Linux computers.Read 4 Oct 2026 · ultimatetax.com
Client tools
All UltimateTax subscriptions include ProClient, described as a client document management system.Read 4 Oct 2026 · ultimatetax.com
Data conversion
UltimateTax says its support team provides free data import from previous tax software.Read 4 Oct 2026 · ultimatetax.com
Desktop requirement
The desktop 1040 products are installed software for Windows 11.Read 4 Oct 2026 · ultimatetax.com
Eligibility limit
The pricing page says an EFIN is required to file with its packages.Read 4 Oct 2026 · ultimatetax.com
Free demo
The site offers a free demo, and product pages include a “Try For Free” option without stating a trial duration.Read 4 Oct 2026 · ultimatetax.com
Integrations and bank products
UltimateTax lists EPS Financial, Santa Barbara TPG, and Refund Advantage as bank product providers.Read 4 Oct 2026 · ultimatetax.com
Online filing
Online 1040 lets preparers file unlimited 1040 returns through a web browser.Read 4 Oct 2026 · ultimatetax.com
Preparation features
The product comparison lists interview mode, prior-year carry-forward, e-signatures, diagnostics, and context-sensitive help.Read 4 Oct 2026 · ultimatetax.com
Return types
The corporate desktop product lists 1040, 1041, 1120C, 1120S, 1065, 706, 709, and 990 forms.Read 4 Oct 2026 · ultimatetax.com

Plans and prices

Online 1040 $188 a year $188/per year with bank products 2026 software; includes 2025 & 2024; 1040 forms; corporate returns $40 each; 10 users; Mac compatible Read 4 Oct 2026 · ultimatetax.com
Desktop 1040 $288 a year $288/per year with bank products 2026 software; includes 2025 & 2024; Windows 11 installed software; unlimited users; EFIN required for e-filing Read 4 Oct 2026 · ultimatetax.com
1040 Pay per return $388 a year $388/per year 2026 software; personal returns $20 each; corporate returns $40 each; 10 users; no rebates Read 4 Oct 2026 · ultimatetax.com
1040 + Corporate $488 a year $488/per year with bank products 2026 software; includes 2025 & 2024; corporate returns included; unlimited users; Windows 11 installed software; EFIN required for e-filing Read 4 Oct 2026 · ultimatetax.com

Every UltimateTax plan and price →

Strong points and limits

Strong points

  • Online 1040 supports unlimited 1040 filings.
  • Subscriptions include ProClient document management.
  • Free import from previous tax software.
  • Includes year-round support.

Limits

  • No free plan is available.
  • An EFIN is required to file with packages.
  • Desktop 1040 products require Windows 11.

Who it suits

UltimateTax suits new or experienced tax preparers, small businesses, and enterprise owners who need 1040 or corporate return software. The browser option accommodates Mac, Windows, Chromebook, and Linux computers; desktop products are for Windows 11.

Verdict

UltimateTax offers browser and Windows-installed tax preparation options, with listed features for preparing returns and managing client documents. Prices start at $188 a year, and filing with packages requires an EFIN.

Where Specifiction places it

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