ATX™ Tax
Accounting & finance software
Professional tax software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$869.00 per package
Free Trial
Free version unavailable
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Medium
Large
- Agriculture, fishing, and forestry
- Accommodation and food services
- Transportation and logistics
What is ATX™ Tax
ATX™ Tax is a professional tax preparation software used by accounting and tax practices to prepare and e-file U.S. federal and state individual and business returns. It supports form-based data entry, diagnostics, and workflow features oriented to high-volume preparation and review. The product is commonly used by small to mid-sized firms that need broad form coverage and integration with related practice tools from the same vendor.
Broad U.S. form coverage
ATX Tax supports a wide range of federal and state forms across common individual and business return types. This helps firms handle varied client situations without maintaining multiple tax preparation tools. Form-based workflows can be familiar for preparers who work directly from IRS-style forms.
E-file and compliance tooling
The software includes e-filing support and validation/diagnostic checks to identify missing fields and common compliance issues before submission. These checks can reduce rejections and rework during peak filing periods. It also supports preparer-oriented features such as return review and status tracking.
Practice-oriented workflow features
ATX Tax is designed for professional use cases such as managing multiple clients, handling multi-return workloads, and coordinating preparation and review. It typically fits firms that need tax-specific workflow rather than general accounting or CRM functionality. This focus can be advantageous compared with broader business suites that require additional configuration for tax preparation.
Tax-focused, not full finance
ATX Tax primarily addresses tax preparation and e-filing rather than end-to-end accounting, billing, or broader financial management. Firms often need separate systems for bookkeeping, client communications, document management, and payments. This can increase integration and administration effort compared with all-in-one business platforms.
Integration scope can vary
Integration options and the depth of data exchange with third-party practice tools can be more limited than platforms built as extensible business ecosystems. When firms rely on multiple systems, they may need manual steps for importing/exporting client data and documents. This can affect standardization across the firm’s broader operations.
Learning curve for complex returns
While form-based entry is familiar, complex multi-entity or multi-state scenarios can require careful setup and review to ensure consistent data flow across forms. New staff may need training to use diagnostics, overrides, and review tools effectively. Peak-season performance and workflow efficiency can depend on firm hardware, configuration, and process discipline.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| ATX PRS (Pay‑Per‑Return System) | $869.00 | Pay‑Per‑Return option priced at $869 which includes 6 individual returns; designed for lower‑volume preparers; payroll compliance reporting and business returns are charged from the first completed return. (Official product page lists PRS at $869 and describes the 6‑return bundle). |
| ATX 1040 | $1,149.00 | Package price $1,149; includes Federal Individual return support and unlimited state individual support; includes 75 free e‑files (package listing and e‑filing details on official product page). |
| ATX MAX | $2,619.00 | Package price $2,619; broader package for small firms (individual + business return support options shown on official product page); includes 75 free e‑files. |
| ATX Total Tax Office | $3,879.00 | Package price $3,879; expanded package with additional business and practice features; includes 75 free e‑files. |
| ATX Advantage | $6,349.00 | Package price $6,349; full‑featured package (includes Enhanced Asset Management and other advanced add‑ons in the Advantage bundle); includes 75 free e‑files. |
Add‑ons (examples listed on official shop): ATX Enhanced Asset Management — $480.00; ATX Return Retrieval — $215.00; ATX Advanced Calculations and Compliance — $759.00. (Prices and add‑ons taken from the vendor shop page.)
Seller details
Wolters Kluwer N.V.
Alphen aan den Rijn, Netherlands
1836
Public
https://www.wolterskluwer.com/
https://x.com/Wolters_Kluwer
https://www.linkedin.com/company/wolters-kluwer/
