ATX Tax Software
Comprehensive tax compliance for savvy practitioners.
Overview
ATX, a Wolters Kluwer product, is a comprehensive tax software solution designed for small to medium-sized accounting firms. It is known for its extensive library of over 6,000 tax forms and its strong, forms-based approach to tax preparation, which is favored by many experienced professionals. ATX's key strength is its integration with CCH tax research and learning resources, providing preparers with answers and guidance directly within the software. It's a robust solution for practitioners who handle a wide variety of complex returns and value integrated research.
✨ Key Features
- Extensive library of 6,000+ federal and state forms
- Forms-based data entry
- Integrated tax research from CCH
- Comprehensive trial balance utility
- Advanced tax planning and compliance tools
- Payroll compliance reporting
- Available as a hosted solution
🎯 Key Differentiators
- Vast forms library
- Deep integration with CCH tax research
- Powerful forms-based workflow
Unique Value: Combines a comprehensive, forms-based tax preparation engine with powerful, integrated CCH research tools, allowing practitioners to handle complex compliance with confidence.
🎯 Use Cases (4)
✅ Best For
- Resolving a complex tax issue during return preparation by seamlessly accessing CCH research materials directly from the input form in the software.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- New preparers who might prefer an interview-style input
- Firms looking for a fully cloud-native solution
🏆 Alternatives
Offers a more extensive forms library and deeper research integration than many mid-market competitors like ProSeries or TaxAct, making it better suited for handling complex and unusual tax situations.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
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