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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

BoomTax is a software solution authorized by the IRS for managing the e-filing of 1099, W-2, 1095-B, and 1095-C forms all from a single platform. It simplifies the filing experience by allowing users to easily drag and drop tax information from various sources such as Excel, QuickBooks, Xero, FreshBooks, Zoho, fillable PDFs, payroll systems, and HCM providers, while also automatically validating the data, identifying errors, and conducting TIN matching against IRS records prior to submission. In addition, the software includes compliance features that check recipient Tax Identification Numbers, confirm Employer Identification Numbers, address potential discrepancies, and flag problems with form data before they are submitted. Furthermore, BoomTax offers the capability to distribute recipient copies via mail or electronic delivery, managing all aspects of printing, postage, and IRS-compliant consent for 1099, W-2, and 1095 forms. Users can file their documents directly with the IRS and SSA, monitor the status of their filings in real time, and receive alerts upon acceptance of their submissions, making it a comprehensive solution for tax management. This efficiency not only saves time but also minimizes the risk of costly errors during tax season.

Description

UltimateTax is a comprehensive tax preparation software utilized by thousands of tax professionals each year, designed to streamline the process of preparing, reviewing, and electronically filing both federal and state tax returns in the U.S. This platform not only aids in managing client information and ensuring compliance but also enhances office productivity through effective workflows, offering reliable support for both cloud-based and desktop systems. Users benefit from an interview-style data entry process that simplifies client interactions, smart diagnostics to identify potential mistakes prior to e-filing, automatic transfer of prior-year data, intuitive form-linking for seamless navigation, and compatibility with all 50 states along with various return types such as individual 1040, corporate, fiduciary, partnership, and more. Additionally, UltimateTax features a range of product options, including Online 1040, Desktop 1040, Pay-Per-Return, and packages that combine 1040 and corporate services, allowing firms of different sizes to select the workflow that best suits their needs. This flexibility ensures that tax preparers can efficiently cater to their clients' diverse requirements while maximizing productivity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ADP DataCloud Yes 
ATX No 
CrossLink No 
Drake Tax No 
FreshBooks Yes 
Insperity Yes 
Intuit ProSeries Tax No 
Microsoft Excel Yes 
QuickBooks Online Yes 
Sage 100 Yes 
Sage Intacct Yes 
TaxAct No 
TaxSlayer No 
TaxWise No 
UKG Pro Yes 
Workday HCM Yes 
Xero Yes 
Zoho Books Yes 
Zoho CRM Yes 

Integrations

ADP DataCloud No 
ATX Yes 
CrossLink Yes 
Drake Tax Yes 
FreshBooks No 
Insperity No 
Intuit ProSeries Tax Yes 
Microsoft Excel No 
QuickBooks Online No 
Sage 100 No 
Sage Intacct No 
TaxAct Yes 
TaxSlayer Yes 
TaxWise Yes 
UKG Pro No 
Workday HCM No 
Xero No 
Zoho Books No 
Zoho CRM No 

Pricing Details

$2.49 per form
Free Trial Yes 
Free Version No 

Pricing Details

$388 per year
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

BoomTax

Founded

2015

Country

United States

Website

boomtax.com

Vendor Details

Company Name

UltimateTax

Founded

2006

Country

United States

Website

ultimatetax.com

Product Features

Product Features

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