OLTPro vs UltimateTax
OLTPro
oltpro.comUltimateTax
ultimatetax.comSide by side
| Figure | OLTPro | UltimateTax |
|---|---|---|
| Price from | — | $15.67/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| macOS | — | Yes |
| Linux | — | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 3 | 4 |
| Spec score · Small Business Tax Software | 8.2 (#7) | 7.8 (#12) |
| Founded | 1999 | 2006 |
| Product | OLTPro is professional tax preparation software for preparing and electronically filing individual and business returns. | UltimateTax provides professional tax preparation software for tax preparers, including 1040 and corporate return products. |
| Security | OLTPro says it uses industry-standard encryption and enterprise-grade security infrastructure to protect client information. | The online 1040 page says regular automatic backups secure data stored in an online database. |
| Support | The product page includes free US-based support and gives the support phone number as 1-877-658-4776. | Packages include year-round support, and the company describes its support service as available 365 days a year. |
Plans
OLTPro
- OLTPRO 25-Return$499, paid once
- OLTPRO Web Unlimited$849, paid once
- OLTPRO Desktop$999, paid once
UltimateTax
- Online 1040$188 a year
- Desktop 1040$288 a year
- 1040 Pay per return$388 a year
- 1040 + Corporate$488 a year
In their own words
OLTPro
OLTPro is tax preparation software for preparing and electronically filing individual and business returns. Listed individual forms include 1040, 1040NR, 1040X, and 1040SS; business support includes forms such as 1041, 1065, 1120, and 1120S, among others. Import tools cover W-2 and 1099 data, and K-1 information can be imported from business returns into individual returns. Client workflow features include a taxpayer portal, mobile apps, a document manager, organizer, client manager, e-file manager, e-signatures, and reports. The company lists federal and state e-filing, prior-year import, and bank-product integration. It describes e-filing as included with its packages. Packages include a 25-return option for $499, paid once, Web Unlimited for $849, paid once, and Desktop for $999, paid once. A free evaluation is available without a credit card, with no duration specified. The product page lists free US-based support. OLTPro is available for Android, iOS, web, and Windows.
UltimateTax
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.