Capital Business Services is a consulting firm specializing in financial and fundraising software, solutions and professional services for the nonprofit and public sector.
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Wolters Kluwer ATX
Score 8.9 out of 10
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Wolters Kluwer offers the ATX Tax Preparation Software, presented as the easiest to use, most complete professional tax software for CPAs and Small Firms.
They have staff that understand the fund accounting software they support and can help when you call in. I have not found anything that was less appropriate with Capital Business Services. They offer free webinars to topics that are relevant to our not for profit organization.
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.
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.
We used another provider not listed for our MIP Fund Accounting. Capital Business Services provides excellent service and does not make you wait for a solution. Our previous provider could not solve several small issues that Capital Business Services solved after switching to them.
Turbotax is the most popular but not applicable if you are a tax preparer as it won't let you sign a tax preparer. Their tax prep version, Pro Series, is a bit more expensive, and I have found it not significantly different enough nor provide any applicable benefit to me changing. I also evaluated Drake tax prep software, but again, while it has some nice features, it could not justify the change effort compared to any incremental features I might use. ATX continues to offer the right product features for what I need at one of the cheapest costs.
