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Successful Tax Professionals Follow Our Lead!

uTax Software is the tax industry’s most innovative and dynamic software company. With our intuitive, cutting-edge solutions, we set the industry standard for quality, value, and service. What sets uTax above the rest is simple: We know that your success is our success. We are devoted to creating the best possible revenue-generating opportunities for our partners, and the difference shows. More than anyone else in the industry, we at uTax are invested in your success.

Preparer Tax Software

TAX INDUSTRY LEADING SOFTWARE

BUSINESS-INCREASING SOLUTIONS

• Fast, easy to learn forms-based software

• Built-in document manager

• Integrated text messaging capabilities

• Remote signature capabilities

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Test Drive uTax Software

There’s no better time to test uTax for yourself. Featuring lightning-fast speed and a complete collection of services, this industry-leading income tax software is a client favorite.

uTax Platform Solutions

Tax Software

• Built in Document Manager
• Integrated Text Messaging to clients
• Support for Signature Pads and BarCode Scanners
• Integrated Remote Signature functionality

Tax Office Mobile App

• Branded with your logo
• Your firm information on your clients’ devices
• Client data and documents import directly into the software
• Custom branded website or landing page included.

Multi-Office Management

• Web-based configuration for sub-offices (billing, security, software settings, etc.)
• Tax return routing options
• Centralized reporting and return access

Marketing Support

• Print collateral, Social media, Logo Design, TV/Radio commercials

Revenue Opportunities

• Offer your clients valuable services like iProtect & ProtectionPlus
• Create your own commissions

uTax Software Support

Value added offerings to service your customers and grow your revenue:


uTax has teamed up with multiple enterprise-class technology and service
partners who exemplify Best-of-Breed market solutions:

iPROTECT Identity Theft Protection

Comprehensive and affordable identify theft protection for your clients.

Protection Plus Audit Guard Protection

Industry-leading audit assistance solutions for your clients.

GoHealth

Helps individuals and families find affordable health insurance to comply with ACA.

Versicom

Allows your clients to receive automatic updates on their tax return and bank product via phone, text and email. (NO COST TO YOU!).