Tax Management System ProClient Now Available to UltimateTax Users

October 20, 2025 at 21:13 PM EDT

UltimateTax users are to receive complimentary access to ProClient CRM, courtesy of Mike Steele.

(PRUnderground) October 20th, 2025

ProClient, the leading client relationship management software built specifically for tax professionals, announced today that all users of UltimateTax will now receive complimentary access to ProClient’s full platform at no additional cost. This initiative is made possible by the generosity and vision of Mike Steele, founder of both UltimateTax and ProClient.

Steele is a longtime advocate for empowering tax preparers with modern tools. He is providing business management software for tax professionals’ benefit to ensure that all UltimateTax users can streamline their client workflows, improve data accuracy, and enhance their customer experience without any financial barrier. “Most tax professionals are still juggling spreadsheets, emails, and phone calls to manage client data,” said Steele. “That slows them down and limits their ability to grow. I created ProClient to solve that, and now I’m making sure every UltimateTax customer gets it free, because that’s what this industry deserves.”

UltimateTax is a trusted professional tax software solution serving thousands of tax preparers across the U.S. Known for its affordability, reliability, and top-tier customer support, UltimateTax is a preferred choice for independent tax professionals. ProClient is a modern CRM and workflow platform designed for tax preparers, accounting professionals, and financial service providers. It streamlines client communications, document handling, scheduling, and compliance all in one secure, easy-to-use platform.

ProClient’s platform includes secure client portals, an appointment scheduler for tax professionals, integrated e-signature collection, real-time communication tools, and customizable workflows designed to meet the unique needs of tax professionals. The software is especially useful during peak filing seasons, when efficiency and compliance are most critical.

This exclusive integration represents a significant upgrade for tax offices that rely on UltimateTax. By giving them access to ProClient’s full suite of tools at no extra charge, Steele is reinforcing his commitment to helping independent tax preparers and small firms stay competitive in a rapidly evolving market. Current UltimateTax users will be able to activate their ProClient access directly through their account dashboard, with no credit card required and no trial limitations. To learn more about the ProClient platform, visit www.ProClient.com.

About ProClient

ProClient is a leading provider of comprehensive business solutions designed to streamline operations for small businesses. Their software suite includes features for scheduling, document management, CRM, and more, all aimed to help save time and serve business owners better.

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