UltimateTax now connects with ProClient. The integration lets tax preparers transfer client documents directly into the online tax software, reducing manual data entry.
Muscatine, IA (PRUnderground) October 12th, 2026
UltimateTax, a professional tax software company operating in Muscatine, Iowa, since 2006, has added a new integration with ProClient practice management software. The connection allows tax preparers to transfer client documents directly from ProClient to UltimateTax online.
Once a preparer uploads a document to ProClient, the system scans and prefills the tax form. Preparers can then send it to UltimateTax online, where automated data entry helps reduce the time spent manually entering client information. The integration provides tax professionals with additional streamlined workflows in tax office software.
ProClient provides tax preparers with tools to manage client information and collect documents before preparing a return. UltimateTax offers both desktop and cloud-based tax preparation software, with the new integration specifically connecting ProClient to its online platform.
"The goal is to make the transition from client paperwork to return preparation more efficient," said Mike Steele, CEO of UltimateTax. The integration reflects UltimateTax's focus on using its practical professional tax software to reduce labor-intensive work and the potential for data-entry errors.
UltimateTax is used by more than 5,000 preparers annually. Customers receive live onboarding and year-round technical support. Tax professionals can learn more about UltimateTax and its online software at UltimateTax.com or by calling 866-686-7211.
