United eFile 1040+ Pro
United eFile 1040+ Pro combines online individual tax preparation with desktop software for business and entity returns.
What United eFile 1040+ Pro is
United eFile 1040+ Pro combines online individual tax preparation with desktop software for business and entity returns. Desktop support covers federal Forms 706, 709, 990, 1041, 1065, 1120, 1120-S, and 5500, serving partnerships, C and S corporations, estates and trusts, exempt organizations, and employee benefit plans. Client tools include a portal, digital-signature compatibility, paperless-office features, and a retention database. TaxesToGo is included as a mobile app. Listed tools include a refund estimator, web bank integration, cloud reporting, Tax Status Now, Spanish capability, and Mac compatibility. Bank-product providers include Santa Barbara Tax Products Group, Refund Advantage powered by Pathward, Refundo, and Truman Money, subject to availability and eligibility. United eFile lists onboarding, training, year-round support, and email support.
Good
- Unlimited 1040 preparation
- Federal and state e-filing included
- Supports multiple business entity forms
- Client portal and digital signatures
- Onboarding and year-round support
Watch out
- No free plan
- Bank-product availability varies
- Desktop business software is required for entity forms
Who it suits
It is aimed at growing tax preparation businesses handling both individual and business returns. It suits firms needing online and desktop access across macOS and web.
Verdict
1040+ Pro brings individual filing, entity forms, client tools, and support into one paid plan. Its $850.00 USD per-contact price fits firms that need broad business-return coverage and included state filing.
Plans and prices
From United eFile 1040+ Pro's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| 1040+ Pro | Priced on request | Individual 1040 returns · Business/entity returns · Online + desktop access · Corporate/business return software |
The facts
Each one read from United eFile 1040+ Pro's own pages, with the date it was checked.
What it does
- Bank integrations
- Listed bank-product providers are Santa Barbara Tax Products Group, Refund Advantage powered by Pathward, Refundo, and Truman Money; availability and eligibility vary by provider and season.checked 7 Oct 2026
- Business forms
- Desktop business software supports federal Forms 706, 709, 990, 1041, 1065, 1120, 1120-S, and 5500.checked 7 Oct 2026
- Client tools
- The plan includes a client portal, digital-signature compatibility, paperless office features, and a client retention database.checked 7 Oct 2026
- Included service
- United eFile lists onboarding, training, and year-round support for the Pro plan, with email support named in its plan highlights.checked 7 Oct 2026
- Individual filing
- The plan includes unlimited 1040 preparation and unlimited federal and state e-filing, with all states included.checked 7 Oct 2026
- Intended customers
- The maker describes 1040+ Pro as suited to growing tax preparation businesses that want individual and business return capabilities.checked 7 Oct 2026
- Other features
- The comparison lists a refund estimator, web bank integration, cloud-based reporting, Tax Status Now, Spanish capability, and Mac compatibility.checked 7 Oct 2026
- Purpose
- 1040+ Pro combines online individual tax return preparation with desktop capabilities for business and entity returns.checked 7 Oct 2026
The company
- Company
- United eFile LLC lists its address as PO Box 347, Reynoldsburg, Ohio 43068.checked 7 Oct 2026
- Company history
- The maker says CEO Aarius Dumas spent the last decade building, onboarding, and supporting tax software programs at Air Financial Partners Inc.checked 7 Oct 2026
Where it runs
- Mobile app
- The software comparison lists the TaxesToGo mobile app as included with 1040+ Pro.checked 7 Oct 2026
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