Freedom251 › Small Business Tax Software
UltimateTax
What UltimateTax is
UltimateTax is professional tax preparation software for preparers, with products for individual 1040 and corporate returns. Online 1040 lets preparers file unlimited 1040 returns through a browser. It works on Mac, Windows, and Chromebook, and the pricing comparison also lists Linux compatibility. Desktop 1040 products are installed software for Windows 11. The corporate desktop product lists 1040, 1041, 1120C, 1120S, 1065, 706, 709, and 990 forms. Preparation tools listed for the products include interview mode, prior-year carry-forward, e-signatures, diagnostics, and context-sensitive help.
Every subscription includes ProClient, a client document management system. UltimateTax lists EPS Financial, Santa Barbara TPG, and Refund Advantage as bank product providers, and says its support team provides free data import from previous tax software. Online 1040 stores data in an online database with regular automatic backups. Packages include year-round support, described as available 365 days a year. An EFIN is required to file with the packages. The listed plans include Online 1040 at $188 a year, Desktop 1040 at $288 a year, 1040 Pay per return at $388 a year, and 1040 + Corporate at $488 a year.
Who it suits
UltimateTax suits new and experienced tax preparers, as well as small businesses and enterprise owners seeking tax preparation products. Online 1040 serves preparers who want browser access, while the desktop 1040 products are for Windows 11.
What it does well
- Online 1040 supports unlimited 1040 filings.
- Preparation tools include diagnostics and e-signatures.
- Every subscription includes ProClient.
- Support team provides free import from previous tax software.
- Packages include year-round support.
- Federal and state e-file are supported.
What to know first
- There is no free plan.
- Desktop 1040 products require Windows 11.
- An EFIN is required to file with the packages.
- Listed plans cost from $188 a year.
Limits
There is no free plan. The listed Online 1040 plan costs $188 a year; the listed plans require an EFIN to file with the packages.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Online 1040 | $188/per year with bank products · 2026 software; includes 2025 & 2024; 1040 forms; corporate returns $40 each; 10 users; Mac compatible | $188 a year |
| Desktop 1040 | $288/per year with bank products · 2026 software; includes 2025 & 2024; Windows 11 installed software; unlimited users; EFIN required for e-filing | $288 a year |
| 1040 Pay per return | $388/per year · 2026 software; personal returns $20 each; corporate returns $40 each; 10 users; no rebates | $388 a year |
| 1040 + Corporate | $488/per year with bank products · 2026 software; includes 2025 & 2024; corporate returns included; unlimited users; Windows 11 installed software; EFIN required for e-filing | $488 a year |
As ultimatetax.com lists them, read 4 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the UltimateTax website and choose a listed plan.
- Use the free demo or the product page’s “Try For Free” option to explore the software.
- For Online 1040, use a browser on a compatible Mac, Windows, Chromebook, or Linux computer.
- For a desktop 1040 product, install it on Windows 11.
- Have an EFIN to file with the packages.
Verdict
Choose UltimateTax if you prepare tax returns and want 1040 or corporate products, client document management, and included support. Online 1040 is the browser option; look elsewhere if you need a free plan or cannot meet the EFIN requirement for filing with its packages.
Questions
How much does UltimateTax cost?
Listed plans are Online 1040 at $188 a year, Desktop 1040 at $288 a year, 1040 Pay per return at $388 a year, and 1040 + Corporate at $488 a year.
Is there a free plan or trial?
There is no free plan. UltimateTax offers a free demo and a “Try For Free” option without a stated trial duration.
Which platforms does UltimateTax support?
Online 1040 works on Mac, Windows, and Chromebook, and the pricing comparison lists Linux compatibility. Desktop 1040 products are installed software for Windows 11.
Which return types are supported?
Products include 1040 and corporate returns. The corporate desktop product lists 1040, 1041, 1120C, 1120S, 1065, 706, 709, and 990 forms.
Does UltimateTax include client tools and integrations?
All subscriptions include ProClient for client document management. Listed bank product providers are EPS Financial, Santa Barbara TPG, and Refund Advantage.
Is an EFIN required?
The pricing page says an EFIN is required to file with its packages.
Facts from UltimateTax's own pages
- Browser compatibility
- The online 1040 software works on Mac, Windows, and Chromebook, and the pricing comparison says it is compatible with Linux computers. · ultimatetax.com, 4 Oct 2026
- Client tools
- All UltimateTax subscriptions include ProClient, described as a client document management system. · ultimatetax.com, 4 Oct 2026
- Data conversion
- UltimateTax says its support team provides free data import from previous tax software. · ultimatetax.com, 4 Oct 2026
- Desktop requirement
- The desktop 1040 products are installed software for Windows 11. · ultimatetax.com, 4 Oct 2026
- Eligibility limit
- The pricing page says an EFIN is required to file with its packages. · ultimatetax.com, 4 Oct 2026
- Founded
- 2006 · ultimatetax.com, 28 Sept 2026
- Free demo
- The site offers a free demo, and product pages include a “Try For Free” option without stating a trial duration. · ultimatetax.com, 4 Oct 2026
- Integrations and bank products
- UltimateTax lists EPS Financial, Santa Barbara TPG, and Refund Advantage as bank product providers. · ultimatetax.com, 4 Oct 2026
- Intended users
- The company describes its software as serving new and experienced tax preparers, small businesses, and enterprise owners. · ultimatetax.com, 4 Oct 2026
- Online filing
- Online 1040 lets preparers file unlimited 1040 returns through a web browser. · ultimatetax.com, 4 Oct 2026
- Preparation features
- The product comparison lists interview mode, prior-year carry-forward, e-signatures, diagnostics, and context-sensitive help. · ultimatetax.com, 4 Oct 2026
- Product
- UltimateTax provides professional tax preparation software for tax preparers, including 1040 and corporate return products. · ultimatetax.com, 4 Oct 2026
- Return types
- The corporate desktop product lists 1040, 1041, 1120C, 1120S, 1065, 706, 709, and 990 forms. · ultimatetax.com, 4 Oct 2026
- Security
- The online 1040 page says regular automatic backups secure data stored in an online database. · ultimatetax.com, 4 Oct 2026
- Support
- Packages include year-round support, and the company describes its support service as available 365 days a year. · ultimatetax.com, 4 Oct 2026
Where UltimateTax stands on Freedom251
- Small Business Tax Software#13 of 30