We run UltraTax CS in a managed Windows Server environment engineered for tax workloads: fast storage for the data-heavy way UltraTax reads and writes, capacity planned around IRS deadlines rather than averages, and encrypted MFA-protected access for every user.
Your client and tax data is centralized in one place — backed up automatically, monitored continuously and restorable to a point in time. Our team applies UltraTax updates in coordinated windows and supports your preparers day to day with staff who work with the application constantly.
CPU, RAM and storage grow with a change request, not a purchase order — and can scale up for tax season.
Health, capacity and security events are monitored around the clock, with alerts reviewed by engineers.
Clear reports on uptime, patching, backup status and resource use keep you informed.
Every authorized preparer opens the same UltraTax environment from the office, home or the road, over an encrypted connection with multi-factor authentication. The experience is the full application — input screens, diagnostics, print flows — not a thin remote-control window into someone's desk PC.
Preparation and review happen in one system. A preparer in one office completes input; a reviewer at home opens the return minutes later. Status, notes and client files are consistent for everyone, and season-end wrap-up doesn't require reconciling data between machines.
Before filing season we scale up compute, memory and storage throughput; after April we scale back. Performance is monitored throughout, and because the environment is dedicated to how tax software actually behaves under concurrency, the March experience is engineered rather than endured.
Returns, organizers and letters print to your local and network printers from the hosted environment; source documents scan into your workflow. Both are configured and verified during onboarding and supported through season by our help desk.
UltraTax data and client files are backed up on a defined schedule with encryption and offsite copies, with immutable options available. Jobs are monitored daily — during filing season, backup failures aren't something anyone can afford to discover later.
A deleted client file or an overwritten return can be restored from backup to the point in time you need — usually the same day it's requested. In a larger incident, full-environment recovery follows a documented, practiced procedure.
New preparers — including seasonal hires — are provisioned with accounts, MFA and correct permissions before their first day, and fully deprovisioned when they leave. Password resets, access changes and 'it won't let me in' moments go to our help desk, not your office manager.
Your firm holds its UltraTax CS licenses and Thomson Reuters agreements. We install, configure and update the software within the terms those agreements allow, and flag any hosting-related requirements during assessment.
Enforced for all remote access to hosted servers.
Data encrypted in transit between users and the environment, with encrypted backups at rest.
Managed EDR watches hosted systems for suspicious behavior.
Backup copies are separated from production infrastructure to limit blast radius.
Enforced for all remote access to hosted servers.
Data encrypted in transit between users and the environment, with encrypted backups at rest.
Managed EDR watches hosted systems for suspicious behavior.
Backup copies are separated from production infrastructure to limit blast radius.
Replace aging on-premises hardware before the next failure, warranty expiration or tax season.
Give every location one environment, one dataset and one set of applications.
Host tax, accounting, document management and practice tools together on infrastructure sized for them.
Give hybrid and remote staff full access to firm systems without VPN sprawl or exposed desktops.
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Best for growing businesses
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For full-scale tech operations
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For full-scale tech operations
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For full-scale tech operations
We don’t just fix tech we bring clarity, confidence, and continuity to your business operations.
We work with tax and accounting workloads every day and plan around your season, not ours.
Monitoring, patching, backup and support are included — not a menu of billable extras.
Environments run in US data centers with security controls designed for professional firms.
Tax preparation, accounting, document management, Microsoft Office — installed together in a secure hosted environment that every preparer, reviewer and admin can reach from anywhere.
A small river named Duden flows by their place and supplies it with the necessary regelialia. It is a paradise
Client records are the product of your firm’s work. We protect them with encrypted, immutable backups, offsite copies and recovery procedures we actually exercise.
A small river named Duden flows by their place and supplies it with the necessary regelialia. It is a paradise
That's the design goal of the whole service. We size for your peak concurrency, use storage tuned to UltraTax's I/O patterns, scale resources up before season and monitor performance daily through it.
Yes. Firms typically run several UltraTax years side by side for amendments and reference; the environment is built with that in mind.
We apply them in coordinated maintenance windows — typically overnight — and verify the application afterward, so preparers start their morning on the current release.
Yes. Most customers host UltraTax with Microsoft Office, QuickBooks and document tools in one environment. Compatibility is confirmed during assessment.
Late spring through early winter. We strongly advise completing migration and testing well before season opens, and we'll plan the calendar backward from your deadlines.
Tell us your user count, data size and current setup. We’ll quote a hosted UltraTax environment sized for your March — not your July.
Secure Cloud Hosting Built for Accounting and Tax Firms. Managed cloud, application hosting, backup and cybersecurity for accounting and tax firms across the US.
