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Walters Kluwer ATX - still happy after all these years!
July 23, 2022

Walters Kluwer ATX - still happy after all these years!

Jeffery Guddat | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Wolters Kluwer ATX

  • 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.
  • 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.
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 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.

Evaluating Wolters Kluwer ATX and Competitors

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.

Wolters Kluwer ATX Implementation

Just let it do the standard install. No issues whatsoever.
Change management was minimal - Very straightforward, no issues. Installed automatically, just add tax prep id, etc. no issue.
  • No issues were encountered; automatic download.