Level 14

I'm a ProSeries user, and while I generally like how to input data into the software, I would never recommend an Intuit tax product.  The company itself does not care about its customers, and product quality seems to be dropping year after year.

I've also used Drake a bit and I've been testing it out this year and preparing 1040EZ and 1040A caliber tax returns on it.  It is definitely well priced and has some nice features, but it is also definitely clunky and less automated.  I suspect going from UltraTax to Drake would be a bad shock for you.

You mentioned you want ease of use for client portals.  I've never used the Intuit version, but from the complaints I've seen on this forum, I never will try it out.