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Discussion Forum Index --> Business Growth Community --> Ultratax

ZL28 (talk|edits) said:

19 June 2013
I'm looking to switch away from ATX.

I was trying out Drake, and while I like several features, there

were too many features i didn't like and felt the software was not for me.

So that leaves ProSeries and Ultratax.

My question is that Drake gets their tax software out in early Jan.,

I'm thinking ProSeries gets their software available to us early b/c

they offer turbo tax to the public;

does anyone know if Ultratax gets their tax software out in early January?

ATX did not get their software out early.

Joanmcq (talk|edits) said:

19 June 2013
I went to an UltraTax seminar today and came away impressed although much of their suite of products I wouldn't have a need for yet. This year no one got their software out early. If congress would quit screwing around, we'd have our software in December, like we used to have. Even ATX got their software out in December in earlier years!

ZL28 (talk|edits) said:

19 June 2013
Seems like ATX comes out later than the others, though this past tax season

was a tough one to get software out early as you say.

I love how Ultratax lets you enter data in cells for the current year while showing right alongside what was entered for the prior year.

That can save me alot of time.

However, their prices..they pretty costly.

Any idea what software you are switching to?

PHIL MOODY (talk|edits) said:

19 June 2013
Ultra usually has the Fed ready about the second/third week of Jan. States lag somewhat, Usually last week of Jan or first week of Feb for our state MO.

ZL28 (talk|edits) said:

19 June 2013
Good to know..thank you...how do youi like Ultra tax?

Have you been using it long?

Joanmcq (talk|edits) said:

19 June 2013
I'm waiting until I see what happens with DOMA, since a large part of my practice is same sex couples. I'll likely be downloading the UT demo, tax slayer, and look at Profx. I have a few returns with oddball forms, so I'll need to verify each package contains what I need.

Uncle Sam (talk|edits) said:

19 June 2013
If I were searching for a software package - I would be concerned with how user friendly it is to input, how customer friendly their tech support is, and how efficient and all inclusive the program is to have all the required elements of the tax law.

Not merely on how it "beats the clock" in submitting its first version.

I've been an UltraTax user since Microvision sold out to them - and have been extremely satisfied with the product, and ESPECIALLY the cooperation you get when you call their tech support in Dexter, Michigan - not a foreign country.

And yes - it IS expensive - but you get quality for what you pay for.

ZL28 (talk|edits) said:

20 June 2013
I agree Uncle Sam.

The 2 things i really like about Ultra tax is

1. you can compare the info you enter for the current year right alongside last year's entries

2. can mark a box indicating that line of the tax return has already been reviewed and doesn't need to be looked at again.

Seems to me like ATX comes out later than some of the other software programs, or at least pro-series...adding a week or so

to the time when i can start preparing returns is the difference between working 6 days a week or 7 days a week.

For me i'm either going to choose ultra tax or pro-series.

Makbo (talk|edits) said:

20 June 2013
"Ultra usually has the Fed ready about the second/third week of Jan. States lag somewhat, Usually last week of Jan or first week of Feb for our state MO. "

The initial release of 2012 UltraTax CS, FileCabinet CS, Fixed Assets CS, and Planner CS [was] available November 19, 2012.

Captcook (talk|edits) said:

25 June 2013
I work at a firm using ProSystem and miss using UT. It was incredibly user friendly. If you know how to prepare the forms, you could usually get the software to work properly. About half the time with ProSystem, I feel like I'm a damn computer programmer. The integration with the depreciation software is pretty great too and the support is solid and incredibly helpful.

ZL28 (talk|edits) said:

25 June 2013
Thanks Captcook. I didn't like ProSystem at all; i found it not be user friendly.

Took me a long time to figure out where to enter info and i had to disturb managers for assitance.

Did you ever try out Pro-series? What did you think of that.

I'm wondering what is the highest percentage of income one can/should spend on software.

For someone who says grosses 100k; who used to spend 1500 for software...to now take a leap to 7k is quite a leap.

Though if i can pick up 10 more clients bc of the software i'm covered; but that's still 10 clients one has to pick up.

Joanmcq (talk|edits) said:

25 June 2013
ZL28, that's my issue too. I'm looking to pick up more writeup and bookkeeping work, along with the associated tax work. I don't have time for that type of work, but it's my assistant's forte, and she wants to get as many hours as possible! I haven't yet grossed even close to $100k.

I used Prosystemsfx last about 11 years ago and it was even then far superior to any of the cheaper software. UT impressed me with the complete integration between modules, but I don't know if Prosystemsfx does the same now or not. I believe it's even more expensive than UT, though.

Seaside CPA (talk|edits) said:

25 June 2013
ZL28, Ultratax does have per return pricing. Just wanted to make sure you were aware of that!

ZL28 (talk|edits) said:

26 June 2013
Thanks Seaside...ended up signing on with Proseries today.

Joanmcq...have you looked at ProSeries; i think a good match for someone who just came from ATX.

Prosystemfx i think is the priciest of all the softwares.

It seems not so easy to get write up work these days...maybe doctors are good prospects

or new businesses might be good. I just got an oral surgeon as a client; i told her to focus on

doing implants and to let me handle the write up work...the price of one implant exceeds my fee for the year.

I do a bunch of payroll tax returns, which i don't love doing..however, the biggest fringe to it is that

you are in contact with your client quarerly and form a stronger bond that compared to the once a year client.

ZL28 (talk|edits) said:

27 June 2013
Joan...looks like you are going to be a busy person.

Great day for the country; only saddening aspect to me is why did it

have to take this long.

Captcook (talk|edits) said:

27 June 2013

ProSystem does have integration with Engagement (their WP management software), which is probably its one redeeming quality. Subsequent journal entries can be pushed into the tax software from the TB once linked. UT does not have this capability on the live side. However, if you do all your JEs properly the first time, it works like a charm and UT can accept a TB export from ProSystem Engagement. The bigger firms around here seem to use ProSystem, but I think that is primarily inertia at work.

Just my $0.02.

Dianakcpa1 (talk|edits) said:

5 July 2013
duplicate question; see Discussion:Software Program‎.

Bbowers (talk|edits) said:

8 July 2013
We have used Ultra tax for years- thought we finally made a change to Tax Works for 2012 but you know how that went. We changed back early January to Ultra Tax. Very good software & support. The cost is my only complaint.

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