UltraTax CS Hosting

UltraTax CS Cloud Hosting

Run UltraTax CS from anywhere the season takes you.

Preparers get the full CS Professional Suite experience from a browser-launched remote desktop — encrypted, monitored, and built to hold up through the busiest weeks of the season.

99.99% Uptime SLAEncrypted & Backed Up DailyU.S.-Based Support
Why Cloud Hosting

Same UltraTax CS. No local server.

UltraTax CS is built for firms that live inside the CS Professional Suite — deep form coverage, tight integration with Accounting CS and Practice CS, and a workflow built around volume. But like any desktop install, it ties your team to one office and one machine. Hosting takes that same UltraTax CS install and relocates it to a managed Windows server, so your team signs in from wherever they’re working instead of walking to a specific desk.

01

Log In From Any Office

Preparers pull up UltraTax CS from a home desk, a satellite office, or a client site — the return looks the same everywhere.

02

Shared Files, Not Shared Machines

Two preparers can open related returns in the same client file at once without stepping on each other’s changes.

03

No Server Refresh Cycle

Retire the multi-year budget line for replacing an aging office server and its backup hardware.

04

Recovery Built In, Not Bolted On

A failed hard drive on someone’s laptop doesn’t touch the return sitting on the hosted server.

05

Staff Up For January, Down For May

License and access seasonal preparers only for the months you actually need them.

06

The Interface Doesn’t Change

UltraTax CS opens, looks, and runs the same way it did on the old office machine.

Built For Tax Professionals

Everything the CS Suite gives you, minus the office server

Full Forms LibraryFederal and multi-state returns including 1040, 1120, 1120-S, 1065, and 1041, plus fiduciary and exempt-organization returns.
CS Professional Suite IntegrationAccounting CS, Practice CS, FileCabinet CS, and GoFileRoom stay connected exactly as installed.
Source Data Entry & DiagnosticsUltraTax CS Source Data Entry and built-in diagnostics run identically in a hosted environment.
Multi-State Data SharingData sharing across related returns and multi-state allocation carry over without extra setup.
Built-In Workflow TrackingTrack return status and staff assignments through UltraTax CS’s own workflow tools.
IN SHORT

Hosting relocates the Windows environment your team already knows — nothing about how UltraTax CS looks or behaves changes, only where the server sits.

Security & Compliance

Security you can show clients

Tax data is the most sensitive information your firm handles — Social Security numbers, income records, bank details. Our UltraTax CS environment is built around IRS Publication 4557 and FTC Safeguards Rule–conscious practices, giving you documentation for your own compliance obligations. When a client asks how their data is protected, “hosted with SOC 2–aligned controls” is a very different answer than “on the front-desk PC.”

256-BIT ENCRYPTION

Data encrypted in transit and at rest

MFA

Multi-factor authentication on every login

DAILY BACKUPS

Point-in-time recovery, always current

SOC 2 ALIGNED

Data centre infrastructure controls

ISO 27001

Information security management

PCI DSS

Payment data handling standards

99.99%

Uptime SLA — your team isn’t locked out during peak filing weeks.

Data Centers

Secure server locations, close to you

Our data centres sit in low-risk zones shielded from natural disasters, with enterprise power, cooling, and network redundancy — positioned to keep latency low no matter where your team logs in from.

Phoenix, Arizona— Primary West Coast facility
Ashburn, Virginia— East Coast redundancy site
Atlanta, Georgia— Southeast regional facility
Pricing

UltraTax CS hosting plans for every firm size

Straightforward monthly pricing per user, with no setup charges buried in the fine print.

Starter
Solo preparers
$80/mo

2 Users

2 Apps Included

6GB RAM · 10GB SSD

99.99% Uptime

Universal Printer, Adobe Reader, MS Word & Excel

Daily Backups

24/7 Server Monitoring

Most
Popular
Growth
Firms during peak season
$150/mo

5 Users

3 Apps Included

8GB RAM · 30GB SSD

99.99% Uptime

Universal Printer, Adobe Reader, MS Word & Excel

Daily Backups

24/7 Server Monitoring

Enterprise
High-volume tax practices
$300/mo

12 Users

4 Apps Included

10GB RAM · 40GB SSD

99.99% Uptime

Universal Printer, Adobe Reader, MS Word & Excel

Daily Backups

24/7 Server Monitoring

Need a custom setup? Get a tailored quote for your firm’s user count and storage needs.

Why Cloud Innovics

The hosting partner behind your whole tax stack

UltraTax CS runs in the same managed environment as QuickBooks, Drake, Lacerte, ProSeries, and ATX, so your firm isn’t piecing together support and infrastructure from five different vendors.

01

Support That Answers in SeasonReach a live person during the exact weeks a ticket queue isn’t good enough.

02

Try It Before You CommitRun a real UltraTax CS return through the hosted environment during your free trial.

03

One Price, No SurprisesPer-user monthly pricing with nothing added at setup or renewal.

04

We Do the Heavy LiftingData, settings, and configuration move over without pulling staff off active files.

05

Your Server, Not Shared CapacityAnother firm’s busy week never slows down your return processing.

06

Every Application, One LoginUltraTax CS sits next to QuickBooks, Drake, Lacerte, ProSeries, and ATX in the same managed environment.

Client Testimonials

Trusted by firms who can’t afford downtime

“We run UltraTax CS across the whole CS Suite, and moving it to a hosted server meant everyone touching a return — prep, review, admin — is finally working off the same live file.”

Laura Bennett · CPA, Bennett & Co.

“Our multi-state returns are complex enough without also worrying about a server crashing in April. Hosting took that risk off the table entirely.”

Devon Okafor · EA, Okafor Tax Advisors

“Support actually picks up during filing season, which is more than we could say about our old in-office setup.”

Renee Castillo · Castillo CPA Group
FAQs

Frequently asked questions about UltraTax CS hosting

Is UltraTax CS hosting secure enough for client tax data?+
Yes. Your hosted environment runs on infrastructure with 256-bit encryption, multi-factor authentication, and SOC 2-aligned controls, which meets or exceeds what most firms run locally.
Can multiple preparers work in UltraTax CS at the same time?+
Yes. Hosting supports simultaneous multi-user access, so preparers, reviewers, and admin staff can all work in the same UltraTax CS instance without version conflicts or emailed backup files.
Can I also host Accounting CS or Practice CS on the same server?+
Yes. Most firms host the CS Professional Suite tools they use together — talk to us about which applications you want alongside UltraTax CS.
Will UltraTax CS look or work differently once hosted?+
No. Hosting relocates the same Windows environment UltraTax CS already runs on, so the software looks and behaves exactly as it does on a local install. There is no retraining required.
Can I access hosted UltraTax CS from a Mac or tablet?+
Yes. Since UltraTax CS runs on a remote Windows server, you can connect from a Mac, Chromebook, or tablet using a remote desktop connection, not just a Windows PC.
What is the uptime guarantee during tax season?+
Your hosted environment is backed by a 99.99% uptime SLA, so your team has reliable access during peak filing weeks when downtime is least affordable.
How is pricing structured for UltraTax CS hosting?+
Plans are priced per month based on user count, RAM, and storage, from a Starter plan for solo preparers up to Enterprise for high-volume practices. There are no hidden setup fees.
What support is available if something goes wrong?+
U.S.-based support is available, including 24/7 priority support on Growth and Enterprise plans, so issues during filing season get resolved quickly rather than sitting in a queue.

Ready to host UltraTax CS in the cloud?

Start a free trial today, or talk to our team about migrating your existing setup before your next filing deadline.