TribeHR (discontinued) vs. Wolters Kluwer ATX

I think it's great for small companies to manage their basic HR functions if they do not have a dedicated department. I'm unsure of the capabilities it holds for a large company with multiple teams to organize and how the calendaring functions across departments. But, for our team of roughly 20 folks it is simple and straightforward.

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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.

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• Ad publication
• process streamlining
• scalability

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• 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.

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• I would like even more capabilities, but I think that has to do with how we are using the site.
• I would like to receive email notifications once a week with a summary of activity in TribeHR, including time-off scheduled by my team and any new documents or information that has been added.
• I'd like reminders if I am going to go over my time off that is allotted to carry over into the new year and other pertinent vacation, floating holiday, sick time notifications.

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• 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.

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

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We evaluated Greenhouse but went with net suite because we were already using some of the other NetSuite. Greenhouse seemed a bit easier to use. The others were a bit too small, didn't have the stretch to scale.

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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.

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• As I stated it has alleviated numerous back and forth emails with our CFO (who is only available PT) and CEO (who is often too busy to spend time on HR functions) - this has allowed for easy answers to basic HR questions.
• It has allowed us to track all employee time-off in one place, saving us time from checking each individual Outlook calendar for scheduling purposes.
• It has allowed us to direct all employees to one place for core HR documents and information, ensuring that folks are always getting the same answers to their inquiries.

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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