We know that you need more than just tax software to be successful.
You need a team that stands behind you, that you can count on when you need them. That’s where the uTax Support Team comes in.

Support and Training

We’re committed to providing you the quickest response and best experience possible.

Our goal is to provide you with our one-call resolution model so that your business runs efficiently throughout the entire tax season. uTax Software technicians are committed to going the extra mile to address all your questions and concerns.
Republic Bank's RAP & Preseason RAP.
Bridge the gap between preparation and payment with
our Receivables Assistance Program

Easy Advance Options

Our Onboarding Team goes above and beyond to make sure you’re ready for the tax season. We’re dedicated to making the transition as smooth as possible. After all,
a great software is no good unless it’s set up properly and you know how to use it.
  • Install and Configure Current and Prior Year Software
  • Convert Prior Year Software Data
  • Install and Configure Current and Prior Year Software
  • Office Setup (Printers, Billing Schedule, Security and more)
  • Bank Enrollment

Partner Support

Your Success is Our Success. That’s why we put so much effort into training our
support reps to make sure they’re the best they can be. Our highly trained
technicians are dedicated to our one-call resolution model, helping you
to get back to your clients quickly.
  • Bilingual Technicians
  • Year-Round Tax Analysts
  • Advanced Technical Support
  • Screen Share Technology
  • Resource Center


Making sure you know how to use the uTax Software effectively is our primary goal. With our multitude of “Live” webinar trainings covering topics such as Software Features and Tax Law, to our Video Library where you can learn about the Document Manager, Remote Signature and more, the uTax Resource Center ensures you and your staff have the training you need.
  • Quick Start Guide/Software Tutorials
  • 1040 Walk-Through
  • Tax Law and Industry Updates
  • Setup & Configuration
are you

Ready To Get Your
Free Demo?