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ATX REVIEW

Tax Software

2 user reviews
USER SATISFACTION N/A
OUR SCORE 7.3

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

ATX has an above-average ease-of-use score according to a 2017 accounting solutions survey. This exceeds the usual score in the industry and is a testament to the user-friendliness of its surface.

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

Position of ATX in our main categories:

50

ATX is one of the top 50 Tax Softwareproducts

50

ATX is one of the 50
Tax Software products


If you are interested in ATX it might also be beneficial to examine other subcategories of Best Tax Software collected in our base of SaaS software reviews.

Since each company has specific business needs, it is advisable for them to abstain from seeking a one-size-fits-all ideal software solution. Needless to say, it would be useless to try to find such an app even among market-leading software applications. The intelligent thing to do would be to list the various vital factors that need consideration such as required features, finances, skill levels of staff members, company size etc. Then, you should do your research thoroughly. Read some ATX reviews and investigate each of the other apps in your shortlist in detail. Such in-depth groundwork can make sure you reject ill-fitting platforms and zero in on the solution that provides 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

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

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.

POSITIVE SOCIAL MENTIONS

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NEGATIVE SOCIAL MENTIONS

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Technical details

Devices Supported
  • Windows
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
  • Annual Subscription
Customer Types
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • TRAINING
  • TICKETS

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.

User reviews


User reviews in total: 2

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The most favorable review

Sally Lyon

1 year ago


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

Anonymous Reviewer

4 months ago


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.

Anonymous Reviewer
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Published 4 months ago
Verified
user
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...



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Sally Lyon
Report a concern

Published 1 year ago
Pro
review
The product was easy to use, there were some problems with the links between forms. I used this product for about 10 years.



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