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Head-to-head · Tax Software

UltraTax CS vs TaxWise

  • Updated Oct 2026
  • Both researched from official sources
  • 1 check side by side
Higher score UltraTax CS #1 in Tax Software 9.3/10 Pricing on request ✓ 0 of 2 features Visit UltraTax CS
TaxWise #5 in Tax Software 8.8/10 Paid ✓ 0 of 2 features Visit TaxWise

UltraTax CS leads on 0 checks, TaxWise on 0, and 1 is even. Who comes out ahead on the 1 yes/no, price and count check where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreUltraTax CS · 9.3/10

UltraTax CS scores higher on our rubric for tax software: 9.3 against 8.8 out of 10; our editors rank them #1 and #5.

UltraTax CS is the better fit for firms preparing broad multistate tax returns. TaxWise is the better fit for small firms preparing business returns.

  • UltraTax CS fits best

    Firms preparing broad multistate tax returns

  • TaxWise fits best

    Small firms preparing business returns

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Side by side

Feature UltraTax CS 9.3/10 Visit ↗ TaxWise 8.8/10 Visit ↗
At a glance
Editor score 9.3 8.8
Ranking #1 in Tax Software #5 in Tax Software
Best for Firms preparing broad multistate tax returns Small firms preparing business returns
Pricing model Paid Paid
Starting price Pricing on request —
Free plan Not checked yet —
Free trial — —
Deployment Cloud, Desktop Cloud, Desktop, Mobile
Platforms Web, Windows Web, Windows, iOS, Android
Support Email, Live chat, Phone, Community, Docs Live chat, Tickets, Docs
Integrations 11 integrations 3 integrations
Built for Solo, Small business, Mid-market, Enterprise Small business, Mid-market
Features UltraTax CS 0/2 · TaxWise 0/2
Electronic filing Not checked yet Not checked yet
Client portal Not checked yet Not checked yet
Specs
Tax types Not checked yet Not checked yet
Return types Not checked yet Not checked yet
Jurisdictions Not checked yet Not checked yet
Platforms Not checked yet Not checked yet
Our review
Pros
  • Prepares federal, state, and local returns across multiple filer types
  • Multistate allocation, related-return sharing, and built-in validation
  • E-filing workflow includes pre-submission diagnostics and status dashboard
  • Supports federal and state e-filing for individual and business returns.
  • Includes TaxWise Desktop with the listed Online packages.
  • Offers tax research through CCH AnswerConnect and TheTaxBook.
Cons
  • Custom pricing depends on users, returns, states, and jurisdictions
  • Support is not available 24/7
  • Multimonitor support is limited to four monitors
  • The $429 annual Limited package has no stated return count.
  • Limited includes individual 1040 and business e-file options, not stated return totals.
  • The listed packages require payment; no free plan is offered.
Our verdict

UltraTax CS is professional tax preparation software from Thomson Reuters for accounting firms and tax preparers. It covers federal, state, and local return preparation for individuals, corporations, partnerships, estates, and trusts,…

Read the review →

TaxWise is tax preparation software for professional tax preparers and EROs, with online, desktop, and mobile options. Its return coverage spans individual and business e-filing, including partnership, corporation, S corporation,…

Read the review →
  1. UltraTax CSTax Software 9.3Pricing on request
  2. TaxWiseTax Software 8.8Paid

Strengths and trade-offs

  • UltraTax CS — where it wins

    • Prepares federal, state, and local returns across multiple filer types
    • Multistate allocation, related-return sharing, and built-in validation
    • E-filing workflow includes pre-submission diagnostics and status dashboard

    Where it doesn't

    • Custom pricing depends on users, returns, states, and jurisdictions
    • Support is not available 24/7
    • Multimonitor support is limited to four monitors

  • TaxWise — where it wins

    • Supports federal and state e-filing for individual and business returns.
    • Includes TaxWise Desktop with the listed Online packages.
    • Offers tax research through CCH AnswerConnect and TheTaxBook.

    Where it doesn't

    • The $429 annual Limited package has no stated return count.
    • Limited includes individual 1040 and business e-file options, not stated return totals.
    • The listed packages require payment; no free plan is offered.

More comparisons

All tax software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update