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.
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CCH iFirm Integration
This video covers enhancements made to integrating a CCH iFirm account with ATX, including the simplified sync process and additional preferences, as well as added menu items and timesheet entries.
This video covers new preferences options added to ATX 2016, including client letter settings, printing options, and additional CCH iFirm preferences.
This video covers enhancements made to the ATX Advantage package, including data flow for state depreciation, the addition of the book depreciation column, and additional information made available on the Last Year Comparison worksheet.
This video covers enhancements made to ATX 2016 to comply with security requirements set forth by the IRS. These include login and password requirements and inactivity timers.
This video guides you through installing ATX 2016, including descriptions of network install types and when you use each type.
This video covers downloading and installing a conversion utility, then converting data from a competitor software and importing return data into ATX.
Backup & Restore
This video covers backing up and restoring tax returns and other data in ATX 2016.
This video covers editing client letter templates and setting preferences for managing letters in ATX.
This video covers adding organizers to single or multiple returns, printing blank organizers, and setting preferences for organizers.
This video covers managing the Payer Manager and using Quick Entry to streamline the process of completing income and payer forms in ATX.
Integrated Research Tools
This video covers integrating an IntelliConnect research account with ATX 2016, to take advantage of research tools in returns.