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  3. ATX

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Discover a professional tax software solution that addresses the ever-changing tax law, and simplifies the return filing process.

ATX Pay-per-Return


An economical option for offices that prepare 25 returns or less per season.
Starts at $25 per return.

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ATX 1040 Package


For federal 1040 preparers, who have clients spanning across up to 3 states.

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ATX MAX® Package


Unlimited individual and business e-file returns for preparing federal, state and municipal forms.

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ATX Total Tax Office


All of MAX's tax compliance features, plus a comprehensive research package, digital document management and a Tax Season Essentials resource.

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ATX Advantage


The ATX Advantage premium tax software package gives professional tax preparers an edge over their competition. Advantage users benefit from all of the basic ATX product capabilities, plus several exclusive features:

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  • Concierge customer care
  • Enhanced asset management capabilities
  • Private product offers and discounts
  • Advanced tax calculations and compliance capabilities

Compare ATX software packages using our comparison chart below.

ATX Professional Tax Software

ATX™ is the professional tax preparation solution of choice for CPAs, small firms, sole practitioners and tax and accounting small businesses across the nation. With the most extensive tax compliance form library on the market, ATX delivers continuous product enhancements to address the complexities of the ever-changing tax law.

From its first-class research resources, to its workflow management integrations and award-winning customer service, ATX offers an unmatched combination of quality and value — ensuring that you will always prepare tax returns with complete confidence.

Unlike other software providers who also sell DIY tax software alongside their professional solutions, Wolters Kluwer knows the value of the professional, especially When You Have To Be Right. When you purchase ATX, you can be fully confident that your spend goes toward continuous developments and improvements to your professional solution — instead of toward marketing DIY software that undercuts your business and poaches your potential customers.

As an ATX user, you have access to our U.S.-based Training and Support team, meaning that you will be up and operating as soon as you´re ready and we will be here to answer your questions before, during and after the common tax season. The online Solution Center´s library of self–help tools tops off your ATX experience, with assurance that you have all of the tools you need to experience a productive filing season every year.

Evaluate ATX

See why tens of thousands of tax professionals like you, power their business with ATX

"It is important for any professional tax preparer to use a solution...that can grow right along with their practice. ATX has been that solution for me."

- Robert H. Bowers, EA, MBT
Bowers & Associates Inc.

Read More

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


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