Top 11 Add-Ons For ATX Software That Save Time and Money

One of the most preferred professional tax software for CPAs, small accounting firms, and individual tax preparers, ATX is easy to use and has a forms-based interface. It is readily accepted by its users because of the following features: 

  • Extensive library of tax forms 
  • User-friendly interface 
  • Automated error checker 
  • Walkthrough tool for tax filing 

Besides, attributes like importing data, secure file sharing, automated data entry, and file organization can enhance its functioning. 

While the desktop version of the software can fulfil all your tax-related objectives, hosting ATX software on the cloud can reap some unique advantages for your business. These include:  

  • Anytime, anywhere access  
  • High-end data security  
  • Easy Scalability  
  • Increased reliability and high uptime  
  • Seamless Integration  
  • Cost Effective  

In addition, by integrating ATX with third-party add-ons, you can leverage the full potential of ATX, making it a one-stop tax solution.  

Here’s a list of top 11 add-ons to ensure seamless tax process: 

Add-ons  Function 
QuickBooks  Accounting software 
CCH AnswerConnect  Tax research platform 
CCH iFirm  Practice management module and client portal 
Payroll Compliance Reporting  e-Filing 
SmartVault  Document storage and file-sharing 
CCH U.S. Master Tax Guide  Federal tax law guide 
IntelliConnect  Tax research 
 PaperlessPlus  Digital document management 
CCH eSign  Digital signature 
CCH Client Accounting Suite  Accounting system 
BizFilings  Business and legal compliance manager 
EFileCabinet  Document Management Software 

These add-ons ensure a seamless tax filing process by adding more features to your ATX software. Here’s a detailed explanation for each of these add-ons.

1.QuickBooks

QuickBooks is one of the most popular accounting software in the market. It is used for daily expense tracking, invoicing, billing, managing, and generating reports for planning, profits, etc. These reports generated in QuickBooks are required for the tax filing process. 

Integration of ATX tax software with QuickBooks can help you import financial and Schedule C data directly into the tax software. This reduces manual data entry processes, which, in turn, improves accuracy and efficiency.

2.CCH AnswerConnect

CCH AnswerConnect is a product by Wolters Kluwer used for tax research. It is used to find answers to tax-related queries. Major tax topics covered by CCH AnswerConnect include federal, state, and international tax laws and regulations, accounting methods, tax season help, inventory, and more. 

For easy access to the answers, CCH AnswerConnect uses tools, namely Natural Language Search and CCH SmartCharts. Natural Language Search provides quick suggestions for your queries, and CCH SmartCharts gives links to the primary source for the search. 

Integrating ATX with CCH AnswerConnect reduces the research hours spent on finding context for tax-related solutions through multiple websites. This add-on enhances your search by providing everything at your fingertips.

3. CCH iFirm

CCH iFirm is a client portal as well as a monitoring suite for tax and accounting businesses. It is mainly used to track workflow, transfer files securely, and allocate resources. 

The suite is divided into CCH iFirm Practice Manager and CCH iFirm Client Portal. The Practice Manager helps streamline work and run the business efficiently by tracking jobs, billing, workflow, etc. The Client Portal securely shares client information, tax data, and documents in a convenient way. 

ATX software integrates with CCH iFirm to keep track of tax filing data and audit trails of when and by whom documents were uploaded. Moreover, with this integration, file transfer is carried out securely on the cloud through an easy-to-use portal.

4. Payroll Compliance Reporting

Payroll Compliance Reporting is an add-on used for the e-filing of tax returns. It has a user-friendly interface for data entry and can roll over information from each year. 

Tax forms that are prepared using Payroll Compliance Reporting include: 

  • Form 941, 940 and 944 
  • Form W-2 and W-3 
  • Form 1099s and 1098s 
  • Form 5498s 

You can integrate ATX tax software with Payroll Compliance Reporting to file taxes electronically and improve efficiency.

5. CCH U.S. Master Tax Guide

CCH U.S. Master Tax Guide is a federal tax law guide for tax preparers. It is organized to reflect tax cuts, jobs act, and changes in the federal tax law. 

This guide is available in the digital (online and mobile-only) format as well as a printed book. 

ATX software integrates with CCH U.S. Master Tax Guide for tax research. It is used for cross-referencing relevant tax law sources that can save your research time. This integration increases efficiency by providing context to all the tax-related information required for federal tax filing.

6. IntelliConnect

IntelliConnect is a tax research platform that helps find a solution to any tax-related problem. Topic areas covered under IntelliConnect include: 

  • Federal, state, and international tax 
  • Tax preparation 
  • Estate planning 

It uses search tools like CCH Browser Search and CCH State Tax NexusExpert to search tax queries. CCH Browser Search uses search engines like Google, Bing, or Yahoo to find results for the search query. CCH State Tax NexusExpert is a knowledge center that includes research material, analysis, and tools for tax research. 

Integrating ATX tax software with IntelliConnect helps you minimize the time spent on research work, which, in turn, accelerates the pace of the tax filing process.

7. SmartVault

SmartVault is an online document storage and file sharing application for businesses of all sizes. It provides security and ease of access to data for clients anytime, anywhere. 

SmartVault integrates with leading accounting and tax preparation software to simplify the workflow. 

When you integrate ATX with SmartVault, you can import documents from the tax software for better management and secure storage. This add-on also offers built-in templates for new clients, new tax seasons, etc. Moreover, you can easily access your tax documents from anywhere, even from your mobile device.

8. PaperlessPlus

PaperlessPlus is an online document management tool. It is used for the secure sharing and storage of files and documents. 

PaperlessPlus uses an encrypted file system and customizable folder structure for better data management. It helps keep track of files using the audit trail feature. 

You can integrate ATX software with PaperlessPlus to store tax returns, emails, PDFs, and scanned documents. This add-on saves time spent on sending and receiving files through emails.

9. Client Accounting Suite

The Client Accounting Suite is an accounting system used to improve workflow and productivity. It includes modules such as write-up, employee list, account information, payroll, and more. 

Client Accounting Suite can help create financial statements efficiently using built-in templates. You can easily import data from third-party accounting software like QuickBooks and Sage 50. 

ATX tax software integration with Client Accounting Suite helps sync client data to reduce redundant data entry. This, in turn, helps in improving accuracy while filing tax returns.

10. BizFilings

BizFilings is a business and legal compliance manager that helps in fulfilling the below-mentioned objectives: 

  • Document preparation 
  • Tax filing 
  • Business name check 
  • Business license, etc. 

BizFilings also helps to track important compliance events for the state of incorporation using its service called BizComply. 

ATX software integrates with BizFilings for multi-state filings, client write-ups, and tax report preparation.

11. EFileCabinet

EFileCabinet is another document management software offering accountants and tax professionals a centralized platform to organize their documents and files. 

EFileCabinet automates the manual data entry by using Zonal OCR-based technology. Moreover, it simplifies the document locating process through an intelligent organization system that offers folder templates and pre-defined file names to enter the mass volume of data. 

Integration of ATX tax software with eFileCabinet ensures a secure environment for tax professionals to share crucial documents with their clients. 

Complete Tax Solution with Add-ons 

ATX tax software is a powerful solution for tax filing during the times of constantly changing tax laws. However, its integration with the add-ons not only enhances the functionality of your ATX tax software but also helps you get the most out of it. 

Do you know other valuable add-ons for ATX tax software? Let us know in the comments section.