MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

ATX Review

ATX
Our score: 7.3 User satisfaction: N/A

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.

Overview 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.

Overview of ATX Features

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

ATX Position In Our Categories

Knowing that businesses have distinct business-related requirements, it is logical they abstain from buying an all-in-one, ideal software. Regardless, it would be almost impossible to chance on such application even among branded software solutions. The rational thing to undertake would be to take note of the varied vital factors which necessitate careful thought such as essential features, price plans, skill capability of staff, business size, etc. Thereafter, you should do the research fully. Browse through some ATX review articles and explore the other applications in your list in detail. Such well-rounded research ascertains you take out unfit software solutions and choose the system which delivers all the tools your company requires in growing the business.

Position of ATX in our main categories:

TOP 50

ATX is one of the top 50 Tax Software products

If you are considering ATX it may also be sensible to investigate other subcategories of Tax Software collected in our database of SaaS software reviews.

Organizations have different needs and requirements and no software platform can be just right in such a scenario. It is futile to try to find a perfect off-the-shelf software product that meets all your business needs. The wise thing to do would be to customize the system for your special needs, employee skill levels, finances, and other elements. For these reasons, do not rush and invest in well-publicized trendy applications. Though these may be widely used, they may not be the ideal fit for your particular needs. Do your groundwork, investigate each short-listed platform in detail, read a few ATX Tax Software reviews, call the seller for explanations, and finally select the product that offers what you require.

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

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 realize that when you make a decision to buy Tax Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and ATX reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with ATX. With that information at hand you should be equipped to make an informed buying decision 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?

  • email
  • phone
  • live support
  • training
  • tickets

Popular ATX Alternatives

Top Competitors To ATX By Price

Trending Tax Software Reviews

Product name:
Score:
Satisfaction:
7.8
N/A

ATX Comparisons

ATX user reviews

ATX Software – Ideally a great software, but has major flaws.

Read full review >
Anonymous Reviewer
3/5

Overall impression

1/5

Customer Support

1/5

Value for Money

3/5

Ease of Use

Published on: 11.02.2019 Company Size: 1-10 Employees Industry: Accounting

Very good experience until I switched to a different software.

Read full review >
Sally Lyon
4/5

Overall impression

3/5

Customer Support

2/5

Value for Money

4/5

Ease of Use

Published on: 26.03.2018 Company Size: 1-10 Employees Industry: Accounting

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.

What integrations are available for ATX?

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

ATX average rating:

Average score
2.8/5 (2 user reviews)
4/5

Overall impression

2/5

Customer Support

4/5

Value for Money

2/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Sally Lyon

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.

Reviewed 2 years ago

Read full review >

The least favorable review

Anonymous Reviewer

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.

Reviewed 1 year ago

Read full review >

More reviews from 2 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

ATX Software – Ideally a great software, but has major flaws.

Read full review >
Anonymous Reviewer
3/5

Overall impression

1/5

Customer Support

1/5

Value for Money

3/5

Ease of Use

Published on: 11.02.2019 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.

What do you think about this review? Great Poor

Very good experience until I switched to a different software.

Read full review >
Sally Lyon
4/5

Overall impression

3/5

Customer Support

2/5

Value for Money

4/5

Ease of Use

Published on: 26.03.2018 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.

What do you think about this review? Great Poor
women man women man man women

Join a community of 7,369 SaaS experts

Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.

Sign in with LinkedIn Why we require LinkedIn?
  • Show the community that you're an actual user.
  • We will only show your name and profile image in your review.
  • You can still post your review anonymously.

OR

Sign in with company email

Sign in with company email

Reviewed By Nestor Gilbert
Page last modified
Did you find this review useful?
Yes No

Thank you for your feedback

How can we make this page better?

Unsure about this software?
FIND ALTERNATIVES
TOP

Why is FinancesOnline free? Why is FinancesOnline free?

FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.