May 20, 2024 · Make sure you understand what your cost is going to jump to after the 3rd year when your discounts expire. Unless you are a mid-sized+ firm with complex multi-state returns I would …

Apr 10, 2023 · My firm is likely going to purchase Tax Dome next year and then switch from Proseries to Ultra Tax the following year. We currently don't have any CRM software so Tax Dome will be a new …

Apr 17, 2022 · When I started my practice years ago TaxAct was the least expensive option for prep software, which was important for a fledgling side-gig. I see most mentions here tend to be Drake or …

Jun 20, 2022 · I like UltraTax, but I hate Workpapers CS (trial balance and source document program). I've got a quote from CCH Axcess, but after adding in Scan & Autoflow, and PDFlyer, and the Trial …

Oct 2, 2023 · Got a quote for $7K/yr for first 3 years of UT. Given my practice, I feel like that is a fair price, but curious how much I can expect it to go up…

Mar 12, 2023 · We use ultratax/filecabinet and have about 350 returns that come in via sharefile (most of ours send physical copies). With taxdome, it looks like it integrates with ultratax so we can use the …

Feb 15, 2023 · When I enter the 743 (b) adjustment in UltraTax, it automatically includes the adjustment on the balance sheet, the M-2, and in the partner's tax capital on schedule L of the K-1. I believe the …

Apr 22, 2023 · As many issues as we had this year with UltraTax and every year that we have to help them correct their state calculations for various forms I still wouldn't switch and they're still the most …

Jan 29, 2023 · I received an estimate of just over $14k for Workpapers CS, Onvio, Fixed Assets and UltraTax. My first question is does this sound reasonable? Is it overkill to get Onvio and Workpaper …

Oct 4, 2021 · Anyone who supports clients using CS Professional Suite from Thomson Reuters - UltraTax CS, FileCabinet CS, Fixed Assets CS, etc on-prem: do you constantly have performance …