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UltraTax CS
Thomson Reuters' professional tax suite for 1040, 1120, 1065 and 1041 returns that connects to the CoCounsel Tax AI assistant.
| What the AI does | CoCounsel Tax integration (AI-powered assistant linking Checkpoint research, document analysis and firm knowledge to UltraTax CS work); Ready to Review agentic 1040 prep sold separately |
|---|---|
| Who it serves | All practices |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | Not stated on the vendor site |
| Best fit | Small firm, Mid-size firm |
| Category | Tax Preparation & Review AI |
| Works with | CoCounsel Tax, Accounting CS, Practice CS, Onvio, 1040SCAN, SPbinder, SafeSend |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
UltraTax CS is listed as a fit for small and mid-size firms, and the vendor names accounting practices generally on its own site. The job it gets hired for: preparing and reviewing returns faster, with AI reading the source documents and flagging what doesn't tie out.
What it costs
UltraTax CS is priced by quote, so the demo is where you get a number tailored to your firm. Ask the vendor about a trial when you reach out.
Good to know
UltraTax CS is Thomson Reuters' professional suite for 1040, 1120, 1065 and 1041 work, with pre-submission diagnostics, multistate apportionment and e-file through CS Connect. Its AI arrives through CoCounsel Tax, which links Checkpoint-backed research, document analysis and a firm knowledge base to your returns, and through Ready to Review, the agentic 1040 preparer sold separately. UltraTax itself is priced on users, returns and jurisdictions by quote; CoCounsel Tax Essentials posts $1,300 per user per year for firms up to 10 users.
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