Automate UltraTax CS with Caddi
Built for finance teams.
UltraTax CS prepares the return; everything that feeds it and follows it is manual. Caddi automates the document intake, the reject queue, and the extension run so the preparer's day is preparation.
Automating UltraTax CS takes one screenshare.
Show Caddi the UltraTax CS workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
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Record it once
Screen-share the UltraTax CS task the way you already do it.
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Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
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It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with UltraTax CS
Why teams automate UltraTax CS
Rejects, extensions, and source-document filing are rules-driven work that peaks exactly when your staff is most expensive. Caddi handles them the same way every time and escalates only genuine exceptions.
Loops Caddi runs against UltraTax CS
E-file reject routing
Recommended patternCaddi reads the reject code, routes it to the preparer who owns the return with the specific fix attached, and logs the outcome once refiled.
Batch extension run
Recommended patternAt the deadline, Caddi assembles and files the extension batch and writes confirmation back to each engagement.
Source document handoff
Recommended patternCaddi files organizer documents to the right client folder and flags the return as ready to prepare.
Where finance teams use it
Client onboarding & account opening
Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in UltraTax CS with no rekeying.
Meeting prep & follow-up
Pull the right UltraTax CS data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.
Reporting & archiving
Generate household, performance, or compliance PDFs, file them with the right UltraTax CS metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against UltraTax CS, and write the audit-ready record back to the right account.
Questions about automating UltraTax CS
Does Caddi have a real UltraTax CS integration?
Yes. Caddi runs verified code against UltraTax CS's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for UltraTax CS is reviewed before it runs in production.
Do I need engineering help to automate UltraTax CS with Caddi?
No. You demonstrate the workflow once — clicking through UltraTax CS the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my UltraTax CS data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against UltraTax CS with no model in the loop.
Can Caddi connect UltraTax CS to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating UltraTax CS, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
Ready to automate UltraTax CS?
Drop your work email and we'll show you Caddi running end-to-end against UltraTax CS and the rest of your stack.