ATX Review
What is ATX?
ATX is a premier advanced tax return preparation software. The application designed by Wolters Kluwer’s CCH Small Firm Services provides CPAs, small accounting firms, freelance accountants, and finance teams of businesses with a desktop solution that includes a library of tax compliance forms.
With ATX, businesses, entrepreneurs, and accountants can rest assured that they have access to all the necessary forms they require in order to meet regulations at all levels.
Moreover, ATX can be integrated with practice management and tax law research systems for a comprehensive software suite. This allows users to enjoy a seamless workflow in all aspects of tax management.
Show MoreOverview of ATX Benefits
Comprehensive Forms Library
With ATX, accountants have access to all the forms necessary for tax compliance. The solution has more than 7,000 forms included in its library that allows users to complete documentation with ease. This vast library also assists accountants in ensuring that they are able to cater to their clients’ or employers’ unique tax needs.
User-Friendly Interface
Users can look forward to a platform that lets them navigate through fields and between up to three forms with ease. That is because ATX is designed like traditional returns so they can utilize the software comfortably.
Interview & Checking Tools
ATX is equipped with an interview tool that walks users through every step of filing compliance forms. This ensures that they fill in all the necessary fields without making mistakes. This also lets them save time in reviewing field entries as the software automatically checks inputted data for errors and possible omissions. This way, accountants can rest assured that their forms are meticulous and compliant.
Multi-Tasking Platform
ATX supports multi-tasking for accountants that have to work in between different forms. The interface allows up to three open returns forms while dedicated page, worksheet, and form tabs that let users switch between different kinds of forms expeditiously. This allows e-filers to get more forms done and further increase their productivity.
Exceptional Support
With ATX, users can rest assured that they have access to support they need. The software has an online-based knowledge library that accountants can read whenever they encounter common technical issues. On top of that, they also receive regular newsletters, practice aids, and other productivity tools (depending on their subscribed package) that they can employ in enhancing their knowledge about the product and its uses.
Show MoreOverview of ATX Features
- Tax Compliance Forms Library
- Return Walkthrough
- Errors & Omissions Checker
- Refund Meter
- Return E-Filing
ATX Position In Our Categories
Since companies have distinct business-related needs, it is wise they abstain from preferring a one-size-fits-all, ”best” business application. However, it would be difficult to try to pinpoint such a software product even among sought-after software solutions. The correct thing to do can be to narrow down the several chief aspects which merit inspection including major features, price terms, technical skill ability of staff, business size, etc. The second step is, you should double down on the product research fully. Have a look at some of these ATX review articles and scrutinize each of the applications in your list in detail. Such detailed research guarantee you keep away from mismatched apps and choose the one that has all the features your business requires to achieve growth.
Position of ATX in our main categories:
TOP
50
ATX is one of the top 50 Tax Software products
If you are interested in ATX it might also be beneficial to examine other subcategories of Tax Software collected in our database of B2B software reviews.
Since each company has unique business requirements, it is advisable for them to refrain from looking for a one-size-fits-all perfect software application. Needless to say, it would be futile to try to find such a system even among popular software applications. The clever thing to do would be to list the various essential elements that need consideration such as key features, budget, skill levels of employees, company size etc. Then, you should do your groundwork thoroughly. Read some ATX Tax Software reviews and investigate each of the other apps in your shortlist in detail. Such in-depth groundwork can make certain you discard ill-fitting applications and zero in on the solution that presents all the aspects you require for business success.
How Much Does ATX Cost?
ATX Pricing 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
What are ATX pricing details?
ATX Pricing 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
ATX offers several SMB and enterprise pricing plans to meet the needs of different users. Give the details a look, and select the best plans for your business:
ATX Pay-per-Return – $529.00
- $229.00/user/annual subscription
- $300.00/non-refundable deposit
- Individual Returns
- Business Returns
- Payroll Returns
ATX 1040 Package – $669.00/one-time payment
- 2 Concurrent User Licenses
- All Federal 1040 Forms
- Up to 3 Individual 1040 States
- 72 E-File Returns Included
- Free Software Conversions
- Knowledgebase & Blog Access
ATX Max Package – $1,579.00/one-time payment
- 3 Concurrent User Licenses
- All Federal Individual Forms
- All State 1040 Forms
- All Business Federal, State, Specialty Forms
- Free Unlimited E-File Returns
- Payroll Compliance Reporting
- Sales & Use Tax Forms
- Free Software Conversions
- CCH U.S. Master Tax Guide
ATX Total Tax Office – $1,579.00/one-time payment
- 5 Concurrent User Licenses
- All Federal Individual Forms
- All State 1040 Forms
- All Business Federal, State, Specialty Forms
- Free Unlimited E-File Returns
- Payroll Compliance Reporting
- Sales & Use Tax Forms
- PaperlessPLUS
- Free Software Conversions
- CCH U.S. Master Tax Guide
- Practical Tax Expert Pro
- CCH A-Line-D
- Practice Aids & Productivity Tools
- Online Newsletters
ATX Advantage – $3,949/one-time payment
- 6 Concurrent User Licenses
- All Federal Individual Forms
- All State 1040 Forms
- All Business Federal, State, Specialty Forms
- Enhanced Asset Management Capabilities
- Advanced Tax Calculations & Compliance Capabilities
- Free Unlimited E-File Returns
- Payroll Compliance Reporting
- Sales & Use Tax Forms
- PaperlessPLUS
- Product Offers & Discounts
- Free Software Conversions
- CCH U.S. Master Tax Guide
- Practical Tax Expert Pro
- CCH A-Line-D
- Practice Aids & Productivity Tools
- Online Newsletters
Wolters Kluwer offers a free one-on-one demo and evaluation for ATX. To learn more, contact the software vendor via phone, email, or web form.
User Satisfaction
Positive Social Media Mentions
0
Negative Social Media Mentions
0
We know that when you choose to get a Tax Software it’s vital not only to learn how professionals evaluate it in their reviews, but also to find out if the real users and companies that purchased it are indeed satisfied with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and ATX reviews across a vast range of social media sites. The information is then presented in an easy to digest format showing how many clients had positive and negative experience with ATX. With that information available you should be ready to make an informed business choice that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Mac
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Monthly payment
- Annual Subscription
Customer Types
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for ATX?
ATX can integrate with practice management and tax law research systems.
ATX User Reviews
ATX average rating:
3/5
Overall impression
4/5
Customer Support
4/5
Value for Money
3/5
Ease of Use
Write your own review of this product
ADD A REVIEWThe most favorable review
PROS: The product was easy to use, there were some problems with the links between forms. I used this product for about 10 years.
CONS: The product is expensive if the amount of returns prepared is small. I do between 40-50 returns a year. When I switched to a different software this year (2017 return prep), I was locked out of the software even though I had paid full price and unlimited use for 2016. I think this is unethical.
The least favorable review
PROS: easy to use, not expensive, good customer service,
CONS: The company does updates without warning.. You can lose all entered information. A few years ago there was a warning: 'Please save your data due to the update of the program". Now the program is just closes without warning. I managed to find a way to save data before the program closes but sometimes it does not work and I lose data. It is frustrating beyond explanation. Too much of the clients' data is already there. Otherwise, I would have switched the software. I am so frastrated.
More reviews from 5 actual users:
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Latest
- Latest
- Most useful
- Most positive
- Most negative
I am a user since 1999. The company is getting worse and worse every year.
Read full review >
1/5
Overall impression
4/5
Customer Support
3/5
Value for Money
4/5
Ease of Use
Published on: 31.08.2023
Company Size: N/A
Industry: N/A
PROS: easy to use, not expensive, good customer service,
CONS: The company does updates without warning.. You can lose all entered information. A few years ago there was a warning: 'Please save your data due to the update of the program". Now the program is just closes without warning. I managed to find a way to save data before the program closes but sometimes it does not work and I lose data. It is frustrating beyond explanation. Too much of the clients' data is already there. Otherwise, I would have switched the software. I am so frastrated.
using this software since 2001
Read full review >
2/5
Overall impression
4/5
Customer Support
4/5
Value for Money
4/5
Ease of Use
Published on: 14.07.2023
Company Size: 1-10 Employees
Industry: N/A
PROS: Easy to use, I use it only for business customers.
CONS: Technical issues.
Software is good, customer support is GARBAGE
Read full review >
3/5
Overall impression
1/5
Customer Support
3/5
Value for Money
4/5
Ease of Use
Published on: 24.03.2022
Company Size: 1-10 Employees
Industry: Executive Office
PROS: It's forms driven, which I am trained in. As a tax professional, I needed something that was forms driven.
CONS: The customer service on ALL FRONTS has been horrible. I started a new job in late February and tried to get info on this product. I could not just call someone, I had to submit a request for a callback..TWICE...then the sales guy called and dropped the ball multiple times over the next week making me chase him down. More balls dropped after the demo and chasing by me ensued again. I should have earned the commission, not my rep. Once the product was downloaded, I was not charged properly and had to chase down assistance again via calls and emails before I could begin processing via their pay per return service. Was told this was an issue with all recent sales. Trying to get support thereafter for other issues was impossible. I tried calling and was hung up on after a 5 min. discussion with no callback from the tech. I tried to send a support ticket and the system gave me a fatal error. I tried doing a Live Chat and was pushed around and then disconnected - I even said I was afraid of being pushed around FOR THAT REASON. I saved the chat script to prove I'm not going insane. After all of these issues, I reached out to my sales guy for help and he ignored me. Thanks Kennith.
ATX Software – Ideally a great software, but has major flaws.
Read full review >
3/5
Overall impression
1/5
Customer Support
1/5
Value for Money
3/5
Ease of Use
Published on: 22.07.2021
Company Size: 1-10 Employees
Industry: Accounting
PROS: The user interface of ATX is wonderful. I love the ease of preparing tax returns and sharing it with my team for review. The back up feature is simplified compared to many other desktop software. Also the integration of the research tool (CCH AnswerConnect) into the software was a huge plus.
CONS: The back end of the software does not work as intended. You can not efile the returns without the EFIN, as with other software. The process to update the EFIN took us 3 months, despite submitting it the way the software provider suggested. I have used other products in the past, like Drake (Desktop) and ProConnect (Online). The EFIN was updated properly, allowing us to efile with 24-48 hours. The turn around time for ATX is unacceptable compared to it's competitors.
Very good experience until I switched to a different software.
Read full review >
4/5
Overall impression
3/5
Customer Support
2/5
Value for Money
4/5
Ease of Use
Published on: 25.05.2021
Company Size: 1-10 Employees
Industry: Accounting
PROS: The product was easy to use, there were some problems with the links between forms. I used this product for about 10 years.
CONS: The product is expensive if the amount of returns prepared is small. I do between 40-50 returns a year. When I switched to a different software this year (2017 return prep), I was locked out of the software even though I had paid full price and unlimited use for 2016. I think this is unethical.
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ATX user reviews
I am a user since 1999. The company is getting worse and worse every year.
Read full review >
1/5
Overall impression
4/5
Customer Support
3/5
Value for Money
4/5
Ease of Use
Published on: 31.08.2023
Company Size: N/A
Industry: N/A
using this software since 2001
Read full review >
2/5
Overall impression
4/5
Customer Support
4/5
Value for Money
4/5
Ease of Use
Published on: 14.07.2023
Company Size: 1-10 Employees
Industry: N/A
Software is good, customer support is GARBAGE
Read full review >
3/5
Overall impression
1/5
Customer Support
3/5
Value for Money
4/5
Ease of Use
Published on: 24.03.2022
Company Size: 1-10 Employees
Industry: Executive Office
ATX Software – Ideally a great software, but has major flaws.
Read full review >
3/5
Overall impression
1/5
Customer Support
1/5
Value for Money
3/5
Ease of Use
Published on: 22.07.2021
Company Size: 1-10 Employees
Industry: Accounting
Very good experience until I switched to a different software.
Read full review >
4/5
Overall impression
3/5
Customer Support
2/5
Value for Money
4/5
Ease of Use
Published on: 25.05.2021
Company Size: 1-10 Employees
Industry: Accounting
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