You need a solution that simplifies the tax filing process. We deliver software that addresses the ever-changing tax law.


ATX
Professional Tax Software

The ATX™ tax preparation solution delivers continuous product enhancements to address the ever-changing tax law. This is only one of the reasons why tens of thousands of small firms, CPAs, sole practitioners and other tax and accounting professionals use ATX Software. They also benefit from the best combination of quality and value, are able to serve a singular or diverse customer base and most importantly, take advantage of tax compliance logic built into the software.

Of course, all solutions are supported by our award winning, U.S.-based Training and Support team. This means we'll help you get up and operating as soon as you are ready and we'll be here to answers questions before, during and after the common tax season. You'll also have access to self-help tools that are available 24/7 at our online Solution Center - especially convenient during your busiest time of year.

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ATX Features

ATX Quick Tour

Forms for Every Client Need

ATX offers more interactive, calculating tax compliance forms than any other software - everything you need for your individual and business clients. Quickly find the forms you need using the filter and search features.

  • Federal, state and local individual and business returns, including 1040, 1040NR, 1120, 1120S, 1065 and 1041
  • Specialty and informational returns, including 706, 709, 990 and 5500
  • Sales and use tax returns
  • Registration forms and more

Payroll Compliance forms

Payroll Compliance Reporting offers a comprehensive collection of more than 1,800 federal, state and municipal payroll forms. Quickly prepare and e-file forms W-2, W-3, 1099, 1098, 940, 941, 944, 5498, plus state and local payroll forms.

Ohio Cities Allocation Package

The ATX Ohio Cities Allocation package does all the hard work of allocating income and credits among the many Ohio taxing jurisdictions.

Learn More

 

Simplified Workflow for Improved Efficiency

Return Manager

Return Manager simplifies your tax return workflow and management. With one click, switch from a comprehensive overview to the client-specific Easy View. Search, filter and sort returns based on more than 70 data fields. Add a custom column and enter custom data, such as the date the client will pick up the return. Export Return Manager data to a spreadsheet for further analysis.

Easy View (bottom) provides detail on a single client, including billing information on the Accounts Receivable tab and tax return data on the Tax Warehouse tab.

Preparer Notes and Zoom Slider

The Preparer Notes feature (top) allows you to add a note to any field in a return and mark it for review or as Permanent so it will rollover to next year. "Needs Review" will ensure that review items are not overlooked. All notes in a return are easily accessible in one place for quick review.

The Zoom Slider (bottom) quickly changes the size of the active form from 50 to 200 percent of actual size for easier viewing of details.

Unmatched Accuracy

Check Return

Easily identify e-filing errors, omissions, overridden entries and more with the powerful Check Return feature. One click takes you quickly to the field that needs correcting or review.

Hyperlinked Diagnostic Errors & Filter Types

Fix issues in your return by clicking the item in the Check Return diagnostic pane. This will take you directly to the source field in the form. You can also customize your view by applying various Filter Types: errors, warnings, overrides, notes, paper filing requirements, e-file requirements and more...

 


Award-Winning Support

In addition to receiving unlimited phone and chat support, the ATX Solution Center provides useful information to help you before, during and after tax season. The Latest News blogs, Knowledge Library and Community Boards are just a few examples of the helpful tools available. To learn more, visit our Training and Support page.


Streamlined Efficiency

ATX professional tax preparation software is an all-in-one solution which streamlines and simplifies tax preparation and filing. In addition to tax compliance, ATX offers everything from document collection to client delivery, payment collection, filing and reporting.


Solutions to Grow Your Business

To meet individual client needs, you can select from a variety of solutions that help you achieve start-to-finish tax and accounting processes. From document collection and management, payroll compliance reporting, bank settlement solutions to electronic filing and professional client communications.

Compare Packages

Which Package is Right for Me?

Let us help you find the right tax preparation software package for your business.
Select the answers that best describe your practice, and we will make a recommendation for you.

Help me choose a package

 

Let's get started...

What type of returns do you prepare?


 

Step 1Step 2

How many returns do you file on an annual basis?


 

Step 1Step 2Step 3

In how many states do you file returns?


 

Step 1Step 2

How often do you require expert tax research to ensure tax compliance for complex returns?


 

Step 1Step 2Step 3

Would you like prioritized customer support and personalized conversion assistance included in your package?


 

Based on your answers, we recommend...

ATX 1040 Package

The ATX 1040 Package is designed for a sole practitioner who...

  • Prepares up to 250 individual returns
  • Prepares returns in less than 3 states
  • Is looking for a professional tax preparation software that can grow with their practice

See package details

A Pay-Per-Return Package is also available. View package details here or call for more information.

 

Think Beyond April 15th


Master the art of delivering expert tax and accounting guidance to your clients beyond tax season.

 Download the Guide

 

ATX MAX®

The ATX MAX Package is designed for a sole practitioner who...

  • Prepares upwards of 500 individual returns
  • Prepares complex individual returns and/or moderately complex business returns
  • Prepares returns for filing in multiple states
  • Occasionally needs access to expert tax research to ensure compliance
  • Is looking for a professional tax preparation software that can grow with their practice

See package details


Think Beyond April 15th


Master the art of delivering expert tax and accounting guidance to your clients beyond tax season.

 Download the Guide

 

ATX Total Tax Office Package®

The ATX Total Tax Office Package is designed for the full-time practice with three to nine preparers who...

  • Prepare more than 500 complex individual and business returns
  • Have customers who expect accounting, payroll and other non-tax services
  • Require in-depth tax research resources to investigate complex compliance issues
  • Need an integrated technology solution that supports year-round office operations which may include practice management and accounting as my needs change

See package details


Think Beyond April 15th


Master the art of delivering expert tax and accounting guidance to your clients beyond tax season.

 Download the Guide

 

ATX Advantage

The ATX Advantage Package is designed for full-time practices that...

  • Prepare all federal, state and municipal individual forms
  • Produce federal, state and municipal Business and Specialty forms
  • Process unlimited E-file returns
  • Provide payroll compliance reporting services
  • Prepare sales & use tax forms
  • Manage client and firm documentation in a paperless environment
  • Access to expert, up-to-date tax law guidance

Plus, these additional features only available with ATX Advantage:

  • Personalized conversion services to assist you with the transition from your current tax prep software
  • Concierge Care offering priority access to award-winning customer support
  • Expanded research & learning tools to help you address complex tax situations
  • Enhanced asset management functionality
  • Advanced tax calculations and compliance capabilities
  • Special product offers and exclusive discounts

Think Beyond April 15th


Master the art of delivering expert tax and accounting guidance to your clients beyond tax season.

 Download the Guide

 

Click here to restart the questionnaire at any time.

Still not sure which package to choose?

We understand, tax is a complex business. Call us at 866-345-4172 and one of our friendly software specialists will help you find the software solution that perfectly fits your business.

 

— OR —

 

Choose Your Own Package

View all available package options in an easy to read side-by-side format.

Compare all packages

Tax Compliance

1040 Package
MAX Package
Total Tax Office
ATX Advantage

Federal Individual
All federal individual forms and schedules

1040
MAX
TTO
ATX Advantage

State Individual
All state and local individual forms and schedules

1040
3 States
MAX
TTO
ATX Advantage

Federal Business
1120, 1120S, 1065, 1041, 706, 709, 990, 5500

1040
MAX
TTO
ATX Advantage

State Business
All states and municipalities

1040
MAX
TTO
ATX Advantage

E-Filing for Individual & Business
Federal and state 1040; federal 1120, 1120S, 1065, 1041, 990, 5500; many state business returns

1040
75 FREE*
MAX
Included
TTO
Included
ATX Advantage
Included

Sales & Use Forms and more
Hundreds of state and local forms and applications

1040
MAX
TTO
ATX Advantage

Payroll Compliance Reporting
W-2, 1099, 940, 941, 944 plus more than 1600 state and local payroll compliance forms; E-filing included for 94x series, 1098, 1099, 5498, W-2, W-3 at $1.50 per return.

1040
MAX
TTO
ATX Advantage

 

Tax Research

1040 Package
MAX Package
Total Tax Office
ATX Advantage

CCH® U.S. Master Tax Guide®
(print, online & mobile)

1040
MAX
TTO
ATX Advantage

Tax Prep Partner 1040 Lite
(online & mobile)

1040
MAX
TTO
ATX Advantage

Practical Tax Expert Pro
(online & mobile), our most comprehensive research package

1040
MAX
TTO
ATX Advantage

 

Support & Knowledge

1040 Package
MAX Package
Total Tax Office
ATX Advantage

Concierge Care
Exclusive access to enhanced support services that help to maximize your productivity

1040
MAX
TTO
ATX Advantage

Personalized Conversion
Services to assist you with the transition from your current tax prep software

1040
MAX
TTO
ATX Advantage

 

View Package Details

 

 

A Pay-Per-Return Package is also available. View package details here or call for more information.

 

*75 FREE, then $5 combined federal/ state/ extension

ATX Add-Ons

Supercharge Your Business

Integrated Solutions for achieving start-to-finish accounting processes. From document collection, document management, electronic filing, payroll compliance reporting, bank settlement solutions to professional client delivery.


Let us help you find the right solution for your business!
Call
866-345-4172 today or request an evaluation.