TaxFile vs UltimateTax
TaxFile
taxfile.aiUltimateTax
ultimatetax.comSide by side
| Figure | TaxFile | UltimateTax |
|---|---|---|
| Price from | $3.25/mo | $15.67/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| Linux | — | Yes |
| Plans published | 4 | 4 |
| Spec score · Small Business Tax Software | 7.0 (#22) | 7.8 (#12) |
| Product | TaxFile uses AI to prepare tax returns from uploaded documents or answers to questions, identify deductions and credits, and check for errors. | UltimateTax provides professional tax preparation software for tax preparers, including 1040 and corporate return products. |
| Security | TaxFile says data is protected with 256-bit encryption in transit and at rest, access is limited and logged, and personal information is not sold or shared for advertising. | The online 1040 page says regular automatic backups secure data stored in an online database. |
| Support | TaxFile lists email support at [email protected] and says its team usually replies within one business day. | Packages include year-round support, and the company describes its support service as available 365 days a year. |
Plans
TaxFile
- Simple$39 a year
- Self-Employed$89 a year
- Business$199 a year
- EnterprisePriced on request
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
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.