Best
Let uTax Empower Your Business with
  • 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

  • Manage your office’s day to day activity from one screen

  • View texts, appointments, IRS rejections, and run customizable reports all from one place

  • Reduce expenses on ink, paper and toner

  • Import documents via scanner or supported device

  • Collect signatures with a Signature Pad or via Touch Screen

  • Signed returns are securely stored, backed up, and always available

  • One-Click send for remote client signature

  • Clients can review/sign/send from their mobile device

  • Easily manage and track requested and completed signatures

  • Visibility and Control of Multi-Offices

  • Control routing of returns for a particular office

  • Web-based enrollment and configuration

  • Control over software and fee setup

  • Easily create customized reports

  • View onscreen or export to Excel

  • Get the data you need to manage your business

  • Securely send clients their tax return

  • Encrypted and Password protected

  • Simple one-step process - Our software does it for you

  • Provide security-conscious clients with peace of mind

Conversions Made Easy

uTax offers data conversions for the following software programs to help ease your transition
Contact an Account Manager for more details

Conversions Made Easy

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

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

Ready to try uTax for yourself?

Download a demo TODAY.