UltraTax CS

UltraTax CS

Thomson Reuters
+
+
Visit Website

About

Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice.

About

Automate your entire business or professional tax preparation using the powerful, timesaving tools included with Thomson Reuters UltraTax CS professional tax software. You'll access a full line of federal, state, and local tax programs including 1040 individual, 1120 corporate, 1065 partnership, 1041 estates and trusts, and multi-state returns. UltraTax CS seamlessly integrates with other Thomson Reuters solutions, including CS Professional Suite and Onvio cloud software, so you never lose any billable hours to manual processing. Meet all of your tax workflow needs with a customized, end-to-end solution built on cloud computing, advanced data sharing, and paperless processing. View input, forms, prior year input, diagnostics, and more on up to 4 separate monitors — all at once. Start each year with a checklist that instantly pulls in a list of fields with your client’s data from last year’s return.Automatically link returns using Tax ID numbers.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accountants, accounting firms, tax professionals

Audience

Tax professionals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$50.00/month
Free Version
Free Trial

Pricing

$2500 per year
Free Version
Free Trial

Reviews/Ratings

Overall 4.5 / 5
ease 4.5 / 5
features 4.5 / 5
design 5.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Canopy
Founded: 2013
United States
www.getcanopy.com

Company Information

Thomson Reuters
Founded: 2008
Canada
tax.thomsonreuters.com/us/en/cs-professional-suite/ultratax-cs

Alternatives

Alternatives

ATX

ATX

Wolters Kluwer
CCH Axcess Tax

CCH Axcess Tax

Wolters Kluwer
Lacerte

Lacerte

Intuit
Canopy IoT Platform

Canopy IoT Platform

Banyan Hills Technologies

Categories

Categories

Tax Practice Management Features

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management Features

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Integrations

Axis LMS
CS Professional Suite
Calendly
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Nekton.ai
OneUp Networks
QuickBooks Accountants
Salesforce
Shift
SmartVault
Soraban
StanfordTax
TaxDome
Truss
Verito
Xero

Integrations

Axis LMS
CS Professional Suite
Calendly
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Nekton.ai
OneUp Networks
QuickBooks Accountants
Salesforce
Shift
SmartVault
Soraban
StanfordTax
TaxDome
Truss
Verito
Xero
Claim UltraTax CS and update features and information
Claim UltraTax CS and update features and information