---
description: Compare UltraTax CS vs Yearli regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: UltraTax CS vs Yearli Comparison
---

Breadcrumb: [Home](/) > [Corporate Tax Software](/directory/4282/corporate-tax/software) > [UltraTax CS \<span\>vs\</span\> Yearli](https://www.softwareadvice.com.au/compare/222622/471374/ultratax-cs/vs/Yearli)

# Compare UltraTax CS vs Yearli

Canonical: https://www.softwareadvice.com.au/compare/222622/471374/ultratax-cs/vs/Yearli

> Detailed comparison between UltraTax CS and Yearli. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | UltraTax CS | Yearli |
| **Overall rating** | 3.5/5 | 3.9/5 |
| **Total Reviews** | 24 | 8 |
| **Starting Price** | CAD 2,500.00 | USD 99.00 |
| **Free Trial** | No | - |
| **Free Version** | No | Yes |
| **Deployment** | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based |
| **Support** | Chat | Chat |
| **Training** | Live Online, Webinars, Documentation | Documentation |

## Key features

### UltraTax CS

- Accounting
- Client Management
- Client Portal
- Compliance Management
- Customizable Templates
- Data Import/Export
- Data Storage Management
- Data Verification
- Document Management
- Document Storage
- Electronic Filing
- Tax Calculation
- Tax Filing
- Tax Forms

### Yearli

- Access Controls/Permissions
- Ad hoc Reporting
- Approval Process Control
- Client Management
- Client Portal
- Compliance Management
- Data Import/Export
- Data Visualization
- Digital Signature
- Document Management
- Drag & Drop
- Tax Calculation
- Tax Filing
- Tax Forms

## Links

- [View UltraTax CS Profile](https://www.softwareadvice.com.au/software/222622/ultratax-cs)
- [View Yearli Profile](https://www.softwareadvice.com.au/software/471374/Yearli)
- [View Original Comparison](https://www.softwareadvice.com.au/compare/222622/471374/ultratax-cs/vs/Yearli)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"UltraTax CS vs Yearli Comparison","description":"Compare UltraTax CS vs Yearli regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.com.au/compare/222622/471374/ultratax-cs/vs/Yearli","about":[{"@id":"https://www.softwareadvice.com.au/software/222622/ultratax-cs#software"},{"@id":"https://www.softwareadvice.com.au/software/471374/Yearli#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.com.au/compare/222622/471374/ultratax-cs/vs/Yearli#breadcrumblist"},"@id":"https://www.softwareadvice.com.au/compare/222622/471374/ultratax-cs/vs/Yearli#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.com.au/#website"},"inLanguage":"en-AU","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"}},{"name":"UltraTax CS","description":"UltraTax CS is a comprehensive tax preparation software designed for professional accountants and tax preparers. It provides a range of features aimed at streamlining the tax filing process and ensuring accuracy and efficiency in tax preparation. The software supports various types of tax returns, including individual, business, fiduciary, and multi-state returns, making it a versatile tool for handling diverse tax scenarios.\nOne of the key features of UltraTax CS is its extensive e-filing capabilities, which allow users to electronically file federal and state tax returns directly from the software. This feature helps reduce the time and effort required for manual filing and ensures compliance with IRS and state e-filing requirements. Additionally, the software includes robust diagnostics and error-checking tools that help identify potential issues and discrepancies in tax returns before submission, thereby minimizing the risk of audits and penalties.\nUltraTax CS also offers seamless integration with other Thomson Reuters products, such as Accounting CS and Practice CS, enabling users to import and export data effortlessly between different applications. This integration helps maintain consistency and accuracy across various accounting and tax-related tasks. Additionally, the software supports data import from popular accounting software like QuickBooks and Excel, facilitating the efficient transfer of financial information into tax returns.\nThe software provides comprehensive client management features, including client portals that allow for secure document sharing and communication between tax preparers and their clients. This functionality enhances collaboration and ensures that sensitive information is transmitted securely. Additionally, UltraTax CS includes customizable templates and forms, enabling users to tailor the software to meet specific client needs and preferences.\nUltraTax CS is equipped with advanced reporting and analysis tools that provide insights into tax data and help identify trends and opportunities for tax planning. These tools enable users to generate detailed reports and summaries, which can be used for client presentations and strategic decision-making. Additionally, the software includes a built-in depreciation module that simplifies the calculation and tracking of asset depreciation for tax purposes.\nThe software is designed with a user-friendly interface that simplifies navigation and enhances the overall user experience. It includes various productivity tools, such as batch processing and automated calculations, which help streamline workflows and improve efficiency. Additionally, UltraTax CS offers extensive support and training resources, including webinars, tutorials, and a comprehensive knowledge base, ensuring that users can maximize the software's capabilities.\nUltraTax CS supports multi-user access, allowing multiple team members to work on the same tax return simultaneously. This feature is particularly beneficial for larger firms with collaborative workflows. The software also includes robust security measures, such as data encryption and user access controls, to protect sensitive client information and ensure compliance with data protection regulations. Additionally, the software is regularly updated to reflect changes in tax laws and regulations, ensuring that users always have access to the most current tax information.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/69290db2-b791-436e-9bda-1a0bdfb44f9b.jpeg","url":"https://www.softwareadvice.com.au/software/222622/ultratax-cs","@id":"https://www.softwareadvice.com.au/software/222622/ultratax-cs#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":3.5,"bestRating":5,"ratingCount":24},"offers":{"price":"2500","@type":"Offer","priceCurrency":"CAD"},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"name":"Yearli","description":"Yearli is a federal, state, and recipient W-2, 1099, and 1095 filing program designed to help businesses generate, file, print, and mail all related tax forms. The program caters to businesses of all sizes, offering three plan options to fit different budgets and needs. All three plans include federal filing, state reporting, and recipient delivery services.\n\nYearli's integration capabilities allow businesses to easily import wage and information reporting data from popular software packages, streamlining the filing process. The program is backed by a dedicated team of over 125 wage and income reporting experts with an average tenure of over 10 years, ensuring trusted filing expertise. Yearli has also undergone rigorous security assessments and is SOC 2 certified, prioritizing the protection of customer data and privacy.\n\nBusinesses can choose from a simple, easy-to-use W-2 and 1099 filing solution or a comprehensive program that handles 1095 ACA reporting and advanced team management tools. Yearli provides the tools and expertise to help businesses focus on their operations while handling critical tax filing requirements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/f9325a1b-c45f-4185-8ca7-00d0126a403d.jpeg","url":"https://www.softwareadvice.com.au/software/471374/Yearli","@id":"https://www.softwareadvice.com.au/software/471374/Yearli#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":3.9,"bestRating":5,"ratingCount":8},"offers":{"price":"99","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@id":"https://www.softwareadvice.com.au/compare/222622/471374/ultratax-cs/vs/Yearli#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Corporate Tax Software","position":2,"item":"/directory/4282/corporate-tax/software","@type":"ListItem"},{"name":"UltraTax CS vs Yearli","position":3,"item":"https://www.softwareadvice.com.au/compare/222622/471374/ultratax-cs/vs/Yearli","@type":"ListItem"}]}]}
</script>
