ATX Tax Software Reviews: How it Works, and Tips

With so many alternatives to pick from, selecting the correct software for a tax preparer may be extremely time-consuming. However, if you are familiar with the client’s taxes and the features required to meet their needs, you may steer them in the proper route.

ATX tax software, a Wolters Kluwer product, is one such professional tax software that is used by numerous tax preparers all around the world. With its interactive dashboard and a range of forms needed for tax filing, the software is simple to use.

In this ATX tax software review, you will get all the relevant information you need about the software.

What is ATX?
ATX Tax Software Features
Pros Of ATX Tax Software
Benefits of Using ATX Tax Software on Cloud

What is ATX?

ATX is a cutting-edge tax return preparation program. CPAs, small accounting firms, freelance accountants, and business finance teams can use Wolters Kluwer’s CCH Small Firm Services to create a desktop solution that includes a library of tax compliance forms.

Businesses, entrepreneurs, and accountants can be confident that they will have access to all the forms they need to comply with rules at all levels thanks to ATX. ATX can also be combined with practice management and tax law research tools to create a comprehensive software package. Users can have a seamless workflow in all elements of tax management as a result of this.

ATX Tax Software Features

The following are some of the features of ATX tax software that set it apart from other tax software:

1. Graphical User Interface

The ATX program has a user-friendly interface that allows for simple navigation. The ATX interface is set up so that preparers can work on three different forms at the same time. The interface is quite intuitive and offers the sensation of filling out a physical form, so both seasoned and inexperienced tax preparers can utilize it.

Furthermore, IRS instructions can be viewed quickly and readily with little navigating. You won’t have to look for options when using the ATX software because icons for some of the most important features, such as Interview, CCH iFirm, and Check Return, are prominently displayed on the toolbar.

2. Library of Tax Compliance Forms

ATX professional tax software has a large library of state, local, and federal tax forms. The tax library contains forms such as 1040, 1040NR, 1065, 1041, 1065, and 1120. A variety of specialist forms, such as the 5500, 706, 709, and 990, are also included. Tax preparers benefit from the library since they can find all they need in one spot, resulting in more efficient tax filing.

3. Interviewing Software

The Interview function is one of ATX tax software’s unique and interactive features. It permits tax preparers to fill out the tax return in an interview-style format. The information is automatically filled in the real tax return form once the preparer fills out the client’s return in the interview form. Furthermore, if the information provided by the preparer necessitates the use of a separate form, it is automatically included in the interview sheet.

To use the Interview feature, go to the toolbar and click the Interview button.

4. Tax Preparer

Another useful tool is Tax Organizer, which allows tax preparers to add additional information to open tax forms in the form of worksheets. You can ask customers for all of the information they need for this year’s tax return, as well as to update any information from the previous year’s return, such as their address or the number of dependents they have.

If you wish to deliver a more extensive worksheet to your clients, you can select the comprehensive organizer option. You might also choose to send the clients an Organizer Letter or an Engagement Letter.

Click Forms > Organizer > Add Organizer to add an organizer to the return.

5. A database of information

All ATX-related queries, including processes and setup, are answered in the ATX knowledgebase. It’s a quick and easy approach for consumers to obtain help with ATX software problems.

By logging into the ATX Solution Center, you may access the knowledge base. There’s a Knowledge Library option there. All ATX products, including ATX Advantage, ATX file, and ATX PRS, are covered in the Knowledge Library.

Simply choose any product for which you need answers and type your search term. All of the searches that are connected to your query will be shown. You can also narrow down your search by subject (Documentation, FAQs, Problem Resolution, How To).

6. Backup and Restore of Data

The data backup option in the ATX program protects all vital tax data. Any tax return is automatically backed up as soon as it is closed by default. Additionally, the information for the Company, Payer, Billing, and Preparer/ERO is automatically backed up.

To open the backup window, navigate to Preferences > Backup and Files. You can specify the backup and secondary locations, as well as disable the Automatic Backup option, in the backup window.

7. Letters to Clients

Tax preparers must communicate with clients in order to obtain information about their tax returns. ATX professional tax software allows tax preparers to customize client letters to their liking. You can also choose from a variety of pre-made themes and personalize them to your liking.

Go to Preferences > Client Communication to access client letters.

You can choose between different sorts of letters and the forms (State/local, Federal) with which you want the letters to be sent in the Client Communication window. There are many more options, such as font size, font type, and paragraph selection.

Pros Of ATX Tax Software

Here are a few advantages of ATX tax software

1. Forms Library with a Wide Range

Accountants can use ATX to get all of the forms required for tax compliance. The solution’s library has over 7,000 forms, allowing users to complete documentation quickly and easily. This extensive resource also aids accountants in meeting the specific tax requirements of their clients or companies.

2. An interface that is easy to use

Users can expect a platform that allows them to easily move through fields and between up to three forms. Because ATX is designed to look like standard returns, they can easily use the program.

3. Tools for conducting interviews and conducting background checks

ATX includes an interview tool that guides users through each step of the compliance form filling process. This guarantees that users correctly fill out all the required fields. They can also save time evaluating field entries because the software validates inputted data for mistakes and omissions automatically. Accountants can be certain that their forms are accurate and compliant in this manner.

4. Platform for Multi-Tasking

Multitasking is supported by ATX for accountants who need to switch between several forms. Up to three open returns forms are allowed on the interface, with distinct page, worksheet, and form tabs allowing users to quickly move between different types of forms. This allows e-filers to complete more forms and boost their productivity.

5. Exceptional Assistance

ATX consumers may be confident that they will receive the assistance they require. Accountants can use the software’s online knowledge library anytime they run into frequent technical challenges. They also receive regular newsletters, practice aids, and other productivity tools (depending on their subscription plan) that they can utilize to further their understanding of the product and its applications.

Benefits of Using ATX Tax Software on Cloud

Here are some of the benefits of cloud-based ATX Tax software:

1. Access from afar

With ATX Cloud Hosting, you may use a laptop, desktop, tablet, or smartphone to access it from anywhere.

It gives you the ability to be self-contained from the local network. Because the software is installed and running on high-performance computer servers, one of the primary advantages of ATX cloud hosting is the quick online response.

2. Low Hardware Requirements

When you host ATX tax software on the cloud, you are not obligated to establish your own IT support; instead, you will have access to your service provider’s server.

You may run your ATX application on a network inside an office without having to pay money on the necessary hardware. In addition, your ATX hosting company will ensure that you receive any system upgrades as soon as they are available.

3. Any data can be accessed at any moment

ATX cloud hosting makes cooperation easier by allowing your accountants, employees, or CPAs in different locations to access the same data at the same time. It can also be used in conjunction with a Hosted Virtual Desktop. Everyone can try to get better results and be more productive at the same time.

4. Security

For accounting organizations, file and data security is unquestionably crucial. Any data security breaches could occur as a result of an unsecured data transmission in the network or a storage malfunction.

The hosted ATX software ensures that your data is kept in the most secure manner possible. End-to-end encryption, multi-factor authentication, prevention system, intrusion detection, firewalls, and other data security features are available from reputable ATX hosting providers, as well as several backups.

5. IT Management Responsibilities are reduced

Small business owners can focus on their essential business operations rather than the software that supports them by outsourcing the administration and on-premises control of ATX tax software.

Because cloud hosting allows for remote access, you can collaborate, track, and monitor your actions after they’ve been outsourced.

Furthermore, hosting ATX software reduces the number of people required to manage and operate on-premises hardware, servers, and networks.

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System Requirements for ATX

You’ll need a professional solution that standardizes, automates, and streamlines tax processes and workflows whether you’re an individual tax preparer or a small firm. ATX Tax Preparation Software is a comprehensive, user-friendly tax software developed for Certified Public Accountants (CPAs) and small businesses. It has tools to help you secure, manage, and develop your company. A specific set of software and hardware is necessary to install and utilize ATX on a local workstation or a server. In this article, we’ll talk about it.

Workstation System Requirements for ATX Tax Software

ATX Tax Software can be installed on any computer that meets the system’s minimum requirements. An alternative arrangement, however, is recommended for optimal performance. The following are lists of the hardware and software components needed to set up the software and get the best results on a workstation.

Requirements for a Minimum System

Although ATX Tax Software will install and run with this configuration, some users may find that its performance falls short of their expectations.

Windows 8.1 32-bit or 64-bit operating system
Intel Core 2 Duo, Intel Core i3, or an equivalent processor
4 GB RAM, 3 GB Hard Disk Space
1024×768 pixels is the resolution of the display.
Google Chrome or Microsoft Edge are the two most popular web browsers.

System Requirements that are Recommended

ATX Tax Software will run at its best with this configuration, especially for users who file complex returns or prepare a significant number of returns.

Windows 10 32-bit or 64-bit operating system
Intel Core i7 or faster processor
8 GB RAM
10 GB SSD Hard Disk Space
1920 x 1080 pixel display resolution
Google Chrome or Microsoft Edge are the two most popular web browsers.

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

FAQs On ATX Tax Software Reviews

What languages does ATX’s software support?

ATX software supports the English language.

What type of customer service does ATX provide?

ATX provides online assistance.

Does ATX integrate with any other applications or services?

OmniConnect, QuickBooks Online, and SmartVault are all ATX integrations.

What kind of education does ATX offer?

ATX delivers documentation as a type of training.

How much does ATX set you back?

ATX has a starting price of $597.

Conclusion

ATX is a powerful tax program that includes all the functionality needed for the tax filing procedure. Hosting ATX on the cloud, not only improves its functionality but also adds to the cloud’s flexibility. Remote access, hassle-free tax data exchange, and increased data protection are just a few of the benefits of storing ATX software on the cloud.