Name: Wolters Kluwer ATX
Rating: 8.9 (2 reviews)
Author: Wolters Kluwer

Help Desk

Web and Video Conferencing

Customer Support

School Management

Education

Business Intelligence (BI)

Collaboration

Visitor Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Application Performance Management (APM)

Application Server

C/C++ Integrated Development Environments

Change and Configuration Management

Cloud Storage

Compliance Consulting

Cybersecurity Consulting

Data Catalog

Data Fabric

Dynamic Application Security Testing (DAST)

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed Print

Message Oriented Middleware

Metadata Management

Mobile Device Management (MDM)

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Network Traffic Analysis (NTA)

Network Virtualization

Security Analytics

Value-Added Resellers (VARs)

Virtualization Management

Voice Recognition

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Marketing Automation

Mobile Marketing

Screen and Video Capture

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Project Management

Wireframing

Professional Services

Call Recording

Customer Communication Management

Customer Relationship Management (CRM)

Point of Sale

Sales

Antivirus

User and Entity Behavior Analytics (UEBA)

Security

Car Rental

Chargeback Management

Equation Editors

Financial Services CRM

Forestry

Legal Research

Municipal

Nonprofit Fundraising

Practice Management

Real Estate Property Management

Revenue Cycle Management (RCM)

Simulation

Vertical-Specific

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Wolters Kluwer offers the ATX Tax Preparation Software, presented as the easiest to use, most complete professional tax software for CPAs and Small Firms.

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Wolters Kluwer ATX

Accounting and Tax Services

Likelihood to Recommend

Implementation Rating

IT Service Provider Project Management

Wolters Kluwer is a global leader in professional information, software solutions, and services for tax and accounting, financial and corporate compliance, corporate performance and ESG, healthcare, and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2022 annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 20,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.  For more information, visit <a href="http://www.wolterskluwer.com/" rel="">www.wolterskluwer.com</a>.<br><br>CCH Tagetik is part of Wolters Kluwer's ecosystem serving the Office of Finance. We provide an integrated approach to information, software, and services that deliver vital insights, intelligent tools, and the guidance of subject-matter experts for customers to navigate complex challenges that face the Office of the CFO today. With over 185 years of experience in the markets we serve, Wolters Kluwer has become a trusted expert in tax and accounting, corporate performance management, supply chain planning, and ESG compliance. Visit <a href="https://www.wolterskluwer.com/en/solutions/cch-tagetik" target="_blank" rel="nofollownoopener">CCH Tagetik Website</a> for more information.

Microsoft 365

Azure Bing Search

Microsoft Excel

Retired CFO/Controller; part time CPA tax practice

Wolters Kluwer ATX 2022-07-20 13:08:04

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Accounting and Tax Services Providers

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.

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.

Microsoft Excel, Azure Bing Search, Microsoft 365

No issues were encountered; automatic download.

Wolters Kluwer ATX

Overview

What is Wolters Kluwer ATX?