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Description

MyTAXPrepOffice streamlines your tax season experience with its efficient workflows designed to save time. The client information sheet seamlessly integrates with both federal and state returns for a smooth processing experience. You can either work through the forms line by line or select specific forms for quick electronic filing. Our dedicated customer support team is readily available through online chat, email, or phone to assist you with any issues. Additionally, we offer live webinars, integrated training videos, and remote access to ensure assistance is easily obtainable. With 24/7 live chat during the peak tax season and minimal hold times, our support is unparalleled in the industry. You have the flexibility to work from anywhere, at any time, on various devices like PCs, Macs, tablets, and smartphones. This means you can efficiently handle client inquiries whether you're at the office, traveling, or working from home. Furthermore, our offline mode ensures that you can keep making progress even when your internet connection is interrupted. MyTAXPrepOffice is equipped with a variety of productivity tools designed to make tax preparation both quick and precise. We pride ourselves on offering exceptional customer support alongside a user-friendly, professional product that remains competitively priced, ensuring that you receive the best value for your investment. Additionally, our commitment to continuous improvement means that we are always seeking feedback to enhance your experience further.

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

ATX No 
CrossLink No 
Drake Tax No 
Intuit ProSeries Tax No 
TaxAct No 
TaxDome Yes 
TaxSlayer No 
TaxWise No 

Integrations

ATX Yes 
CrossLink Yes 
Drake Tax Yes 
Intuit ProSeries Tax Yes 
TaxAct Yes 
TaxDome No 
TaxSlayer Yes 
TaxWise Yes 

Pricing Details

$495 per year
Free Trial No 
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 Yes 
Live Rep (24/7) No 
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 Yes 

Types of Training

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

Vendor Details

Company Name

Advanced Tax Solutions

Country

United States

Website

mytaxprepoffice.com

Vendor Details

Company Name

UltimateTax

Founded

2006

Country

United States

Website

ultimatetax.com

Product Features

Corporate Tax

Compliance Management No 
Data Import / Export No 
Data Verification No 
Electronic Filing Yes 
Exception Notification No 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

Tax Practice Management

Approval Process Control Yes 
Billing & Invoicing No 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking No 
Scenario Planning No 
Tax Filing Yes 
Tax Forms Yes 
Workflow Management Yes 

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