Walters Kluwer ATX - still happy after all these years!
Rating: 9 out of 10
July 23, 2022
JG
Vetted Review
Verified User
15 years of experience
- 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.
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.
I may look at several competitor products, ie, Drake and ProSeries, but I am quite confident that ATX is very competitive on pricing and product options. I would not expect to change my view that ATX is a strong competitor in the individual tax prep software business.
No
Change management was minimal
Very straightforward, no issues. Installed automatically, just add tax prep id, etc. no issue.
- No issues were encountered; automatic download.