Last updated: April 2026

Taxhance + UltraTax CS: AI Document Collection for UltraTax CS Users

How Taxhance helps UltraTax CS users collect and classify client documents before prep.

Direct UltraTax CS integration: Planned

UltraTax CS by Thomson Reuters is a leading professional tax preparation system used by mid-size and large accounting firms. It offers comprehensive federal and state return support, integration with the CS Professional Suite, and powerful data-sharing capabilities. Taxhance works upstream of UltraTax CS — collecting client documents, classifying them with AI, and chasing missing items so your team can import organized files into UltraTax and start prep immediately.

How Taxhance Works with UltraTax CS

  1. 1

    Clients upload documents to Taxhance

    Share your branded Taxhance portal link with clients. They drag-and-drop their W-2s, 1099s, K-1s, and other tax documents — no account creation required.

  2. 2

    AI classifies 25+ document types

    Taxhance AI automatically identifies and categorizes every uploaded document — W-2s, 1099-NECs, 1099-INTs, K-1s, bank statements, mortgage statements, and more.

  3. 3

    Automated reminders chase missing documents

    Taxhance detects which documents are still missing and sends smart email reminders to clients, so your team stops playing phone tag.

  4. 4

    Import organized documents into UltraTax CS

    Download your fully classified, organized document package and import it into UltraTax CS for tax preparation. No more manual sorting or renaming.

Note: Direct UltraTax CS integration is planned. Today, Taxhance works upstream of UltraTax CS — handling collection and classification so your team can focus on prep.

What UltraTax CS Users Get with Taxhance

Client Upload Portal

Branded portal where clients drag-and-drop W-2s, 1099s, and other documents.

AI Document Classification

Automatically classifies 25+ tax document types — W-2s, 1099s, K-1s, bank statements, and more.

Automated Reminders

Smart reminders chase clients for missing documents so you don't have to.

Missing Document Detection

AI identifies which documents are still needed based on prior-year returns and current uploads.

Real-Time Status Tracking

See which clients are complete and which still have outstanding items — at a glance.

Multi-User Access

Your entire team can view client progress. $39/mo base + $25/mo per additional user.

Bank-Grade Security

AES-256 encryption, zero data retention policy, and pursuing SOC 2 Type 1 certification.

Quick Setup

Go live in under 15 minutes. No complex onboarding or multi-week migration required.

Frequently Asked Questions

Does Taxhance integrate directly with UltraTax CS?
Direct UltraTax CS integration is planned. Currently, Taxhance works upstream of UltraTax CS — it collects and classifies client documents, then you download the organized files and import them into UltraTax CS for prep.
Can I use Taxhance alongside UltraTax CS?
Yes. Taxhance handles the document collection phase — getting documents from clients, classifying them with AI, and chasing missing items. Once everything is collected and organized, you import the files into UltraTax CS for tax preparation. The two tools complement each other.
How do I get documents from Taxhance into UltraTax CS?
Download your organized, classified documents from Taxhance as a ZIP file or individually, then import them into UltraTax CS. Documents are already named and sorted by type (W-2s, 1099s, K-1s, etc.), so importing is fast and straightforward.
How much does Taxhance cost?
Taxhance starts at $39/month with a 21-day free trial. Additional team members are $25/month each. There are no per-return fees, no annual contracts, and no setup costs.
Is Taxhance secure enough for tax documents?
Absolutely. Taxhance uses AES-256 encryption at rest and in transit, maintains a zero data retention (ZDR) policy, and is pursuing SOC 2 Type 1 certification. All data is hosted in the United States.

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