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Thomson Reuters UltraTax CSGet Paid & Manage Money

STOA rating

5.4 / 10

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Pricing

Price on request

What it does

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Professional tax preparation software for accounting firms that handles individual, business, partnership, and estate returns with automated data import and e-filing.

Strengths

Handles a wide range of return types including individual, business, partnership, and estate
Automated data import saves significant time for high-volume tax practices
Strong e-filing capabilities with built-in compliance checks
Deep integration with other Thomson Reuters accounting tools

Weaknesses

Pricing is not transparent and is typically very expensive for small firms
Steep learning curve — not beginner-friendly
Designed for accounting professionals, not small business owners managing their own finances
Overkill for businesses that only need to file a handful of returns per year

Key features

Prepares individual, business, partnership, and estate tax returns
Automates data import from accounting and payroll systems
Supports e-filing for federal and state returns
Integrates with other Thomson Reuters tools like CS Professional Suite
Designed for use by licensed tax professionals and CPA firms
Includes compliance checks and diagnostics to reduce filing errors

STOA verdict

This tool is built for established CPA firms and professional tax preparers, not typical small business owners doing their own books. It handles complex, high-volume tax work extremely well, but the steep price and learning curve make it overkill if you're not running an accounting practice. If you're a small business looking to file your own taxes, you'd be better served by something like QuickBooks or TurboTax Business.