Pilot.com vs. Wolters Kluwer ATX

I think they are a great fit for any small business looking for bookkeeping and even some ap services. I like all the financial reporting they do, which is something I would struggle with on my own.

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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Quick responses to questions submitted to support
• Integration with various banking systems and software, including HR systems and cap table system, which saves time when filing taxes

• 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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• I would say that only room for improvement would be to offer more educational opportunities that explain what the numbers mean.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Just let it do the standard install. No issues whatsoever.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Nobody else seemed to have the same capabilities and fit with our company culture as well. QuickBooks or Xero alone don't offer the same level of service and would require too much effort on our part. We used inDinero with my prior company and they just missed a lot of things that ended up causing problems.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info