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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
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
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.
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