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.
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
Change management was minimal - Very straightforward, no issues. Installed automatically, just add tax prep id, etc. no issue.
- No issues were encountered; automatic download.