The Education Video Library features short instructional videos designed to help you work with your ATX software. Each video guides you step-by-step through important program features.
Check back often to see new topics.
Click on a topic below to get started.
Installation & Networking
When you install ATX, you're presented with installation options for stand-alone workstations or a network configuration. After reviewing this video and fact sheet, you'll be able to make the right choices for your business.
This video demonstrates how to download and install conversion software, to bring your tax return data from your prior year software into ATX. This video also discusses importing converted data, and then rolling that data into ATX 2015.
CCH iFirm Integration
This lesson describes current and future integration between ATX and CCH iFirm.
Backup & Restore
Backup lets you archive tax return data, in addition to information in the Company, Payer, Preparer/ERO, and/or Billing Managers. If you experience a loss of data, you can use the Restore feature to restore your data to your system. Starting with ATX 2014, you can also backup your Setup Data, to make restoring your program even easier.
Client letters give you the ability to communicate with your clients regarding the particulars of their tax returns. Once you have set up your Client Communication Preferences and/or edited the content of the templates, all Federal or State client letters can be added to a return with as few as two clicks.
2015 Enhancements - Managing Returns
This video covers enhancements made to ATX 2015 regarding return management. These enhancements include expanded e-file status in Return Manager, a new client letter wording option, and importing print packets from one user to another.
Client Organizers help your customers prepare for tax season. You can access and edit 2015 client organizers in the final release of ATX 2014. This video demonstrates how to access and create client organizers.
Quick Entry allows you to create a database of payers in ATX, and use that database to quickly complete Forms W-2, 1099, and other payer forms. This lesson demonstrates how to enable this feature, edit payer information, and quickly enter data on payer forms.
Integrated Research Tools
This video demonstrates integration between ATX and IntelliConnect research tools.
This video demonstrates how to activate additional products or user licenses in ATX by entering additional activation codes.
Enhanced Fixed Asset Manager
This video demonstrates enhancements made to the Fixed Asset tools in ATX that are available as part of the Enhanced Fixed Asset Management package.
2015 Enhancements - Credit for State Taxes Paid