Best

Let uTax Empower Your Business with

the Right Software and Tools

Designed for tax businesses of all sizes, from Single Offices to Service Bureaus and Multi-Offices

Intuitive Software auto calculates and adds forms based on data entered

Multiple ‘learned’ databases capture frequently entered values

Choose between Interview or Forms Based entry modes

Customizable Reporting to fit YOUR needs

Point & Click Error Correction

SALES 844-440-8829

Tools and Features

  • WORK IN PROGRESS
  • PAPERLESS OFFICE
  • REMOTE SIGNATURE
  • CLIENT PORTAL
  • CUSTOM REPORTING
  • RETURN EMAILING

Conversions Made Easy

uTax offers data conversions for the following software programs to help ease your transition

ATX

ProSeries

TaxWise

Drake

TurboTax

TaxAct

Lacerte

TaxSlayer

UltraTax

Contact an Account Manager for more details

3 Features That Set Us Apart

See why people like you love these features the most

Mobile App Integration

Expand your office and connect with your clients with the uTax Mobile App

Text Messaging

Communicate directly with one or ALL your clients with the touch of a button

Onboarding

We make sure you, or your sub-offices are setup and ready to go, reducing your tax season stress

SALES 844-440-8829

Ready to try uTax for yourself?

Download a demo TODAY.