ATX Review

ATX OUR SCORE 73%
starting price $529
our score 73%
free trial
  1. What is ATX
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is ATX ?

Business finance teams, freelance accountants, CPAs, and small accounting firms can have a handy tool at their fingertips when they decide to use ATX. Designed by Wolters Kluwer’s CCH Small Firm Services, it’s a premier software used for tax return preparation. It’s a desktop solution that comes with a tax compliance form library. Whether the user is an accountant, business, or entrepreneur, they can be confident that they are meeting all necessary regulations as all the required forms can be easily accessed. ATX can also easily be transformed into a comprehensive software suite as practice management and tax law research systems can be easily integrated with it. All of this together lets users have a seamless workflow, whatever aspect of tax management they are dealing with.

Product Quality Score

Features
7.3
Ease of use
7.4
Customer support
7.5
Value for money
7.1
7.3
TOTAL SCORE

ATX features

Main features of ATX are:

  • Tax Compliance Forms Library
  • Refund Meter
  • Return E-Filing
  • Return Walkthrough
  • Errors & Omissions Checker

ATX Benefits

Benefits

The main benefits of ATX are its comprehensive forms library, user-friendly interface, interview and checking tools, multi-tasking platform, and great support. Here are the details:

Comprehensive Forms Library
Tax compliance is easy with ATX’s vast library, which features more than 7,000 forms. Accountants can also easily meet the specific tax needs of their clients or employers with this library.

User-Friendly Interface
Users who may not be as technologically-savvy don’t need to worry about a steep learning curve when using ATX. Its interface is user-friendly and allows users to work on up to three forms with ease and navigate comfortably through fields.

Interview & Checking Tools
Mistakes when filling out compliance forms are avoided with the interview tool that comes with ATX. Forms can be filled out without making mistakes, and time is also saved as the software does the reviewing for the user, checking for omissions and errors. Users can be sure that their forms are compliant and meticulously filled out.

Multi-Tasking Platform
ATX users can expect an increase in productivity since the software has tabs that let them quickly switch between different forms. Users can also work on up to three different forms at a time. Not only is their productivity increased, but they can also make sure their work is done on time.

Exceptional Support
Any difficulties encountered with ATX can be easily resolved, thanks to a knowledge library that users can easily find online. Productivity tools, newsletters, and practice aids are also sent out to users so they can continuously learn how to use the product to their advantage.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Customer Support Types

  • Phone
  • Online

ATX Integrations

The following ATX integrations are currently offered by the vendor:

Practice management and tax law research systems can integrate with ATX.

Video

Customer Support

Phone
Online

Pricing Plans

ATX pricing is available in the following plans:

Free trial
ATX PAY-PER-RETURN
$529.00
ATX 1040 PACKAGE
$669.00/one-time payment
ATX MAX PACKAGE
$1,579.00/one-time payment
ATX TOTAL TAX OFFICE
$1,579.00/one-time payment
ATX ADVANTAGE
$3,949/one-time payment
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