TaxSort AI + UltraTax CS
Export TaxSort AI data into Thomson Reuters UltraTax CS for enterprise-level CPA firms with high document volumes.
1
Bulk Upload
Upload hundreds of documents at once using TaxSort AI's bulk upload feature.
2
AI Classification
AI processes all documents in parallel — W-2s, 1099s, K-1s sorted automatically.
3
Export by Client
Generate per-client export files compatible with UltraTax CS import format.
4
Import to UltraTax
Import client data into UltraTax CS. Review and file with confidence.
Benefits
- ✓Handle enterprise-scale document volumes
- ✓Per-client organized exports
- ✓SOC2-ready security for sensitive data