Walters Kluwer ATX - still happy after all these years!
Rating: 9 out of 10
IncentivizedPros
- Calculation/preparation of personal tax return for individuals.
- Calculation/preparation of small business tax returns, i.e., Schedule C for individual bus owners.
- Electronic transmission of completed tax return to IRS and applicable states.
- Preparation of summary letter and billing to tax clientele.
- Modeling of pro forma tax results for succeeding years and prep of estimated tax payments needed.
Cons
- The preparation of the summary letter of the tax return module is a bit clunky but usable.
- The preparation of the next year's quarterly estimates module, while automatic, is a bit clunky to override with more specific info versus what is automatically populated from the current year's return.
- The print feature can be a little cumbersome getting to work on a local printer, resulting in some printing issues.
Likelihood to Recommend
I have been using ATX for at least 15 years. It is competitively priced for a part-time tax preparation firm like mine versus some of its competitors. The software is straightforward to use with very little training needed, and it includes the "paint by numbers" i.e. "interview" tax prep approach if desired (I virtually never use that as not needed, but it is a nice alternative for the more inexperienced preparer perhaps). I have found it to be pretty intuitive to use, and the file capability is very straightforward. I will continue to use it going forward, as while there are a couple of competitors that are slightly cheaper, certainly not enough difference to warrant changing software and again I'm overall pleased with the product despite the couple of areas that I commented are a bit clunky. Not a big deal. Overall good product.