ATX Tax Software: Overview, Features, Benefits, and Pricing

Every tax season brings a mix of pressure and precision. Accountants and tax preparers are expected to handle complex filings, stay compliant with ever-changing regulations, and deliver accurate results, all within tight deadlines.

To make this process easier and more reliable, firms increasingly turn to technology that simplifies return preparation and ensures accuracy across every stage. 

ATX Tax Software by Wolters Kluwer stands out as one of the most trusted tools in professional tax preparation. From individual returns to corporate filings, it gives accountants the control, confidence, and speed needed to serve clients better.  

Here’s a closer look at what ATX Tax Software offers, its key features, benefits, pricing, and how it can transform your tax workflow.

What Is ATX Tax Software? 

ATX is a professional tax preparation software solution designed to help accounting firms prepare, file, and manage complex individual and business returns. It is developed by Wolters Kluwer, a trusted global leader in tax, accounting, and compliance solutions. 

What sets ATX apart is its forms-based interface; accountants see and fill out tax forms exactly as they appear on paper. This makes it intuitive for preparers who prefer a traditional workflow. 

With over 6,000 federal, state, and local tax forms, ATX caters to nearly every filing scenario: individuals, corporations, partnerships, fiduciaries, estates, gifts, and nonprofits. Whether you handle a few hundred returns or thousands, ATX’s modular structure lets you scale up easily. 

Key Features of ATX Tax Software 

ATX is packed with features that make tax preparation smoother, faster, and more accurate. Let’s look at the most important features that make it stand out. 

1. Comprehensive Forms Library 

ATX supports more than 6,000 forms, covering federal, state, and local tax jurisdictions. This includes all major return types: 

• 1040 (Individual) 
• 1120/1120S (Corporate) 
• 1065 (Partnership) 
• 1041 (Fiduciary) 
• 990 (Nonprofit) 
• 706/709 (Estate and Gift Tax) 
• Specialty forms like 5500 and Sales & Use Tax 

This extensive coverage ensures that preparers can handle a wide variety of client types without switching software. 

2. Built-In Diagnostics and Error Checking 

Accuracy is everything in tax preparation. ATX includes an advanced diagnostic system called Check Return, which automatically flags potential errors, inconsistencies, and missing data before filing. Other helpful tools include: 

• Diagnostics Pane: Displays all errors and warnings in real time. 
• Refund Meter: Provides a running total of the client’s refund or balance due. 
• Track Return: Lets users monitor the e-file status for every return. 

Together, these tools help prevent costly rejections and significantly reduce review time. 

3. Integrated Tax Research 

One of ATX’s major differentiators is its built-in research library powered by CCH AnswerConnect and the U.S. Master Tax Guide. 

This means users can instantly access trusted tax guidance, IRS updates, and compliance rules, without leaving the software. It’s a real advantage during complex or unusual filings where quick, authoritative references can save hours of manual searching. 

4. E-Filing and Workflow Tools  

ATX provides a robust e-file center that manages everything from batch submissions to acknowledgments. Users can e-file multiple returns simultaneously and track their acceptance or rejection in real-time. The software also includes practical workflow features such as: 

• Return status tracking 
• Form release schedule monitoring 
• Customizable views for preparer, reviewer, and admin roles 
• Integration with client organizers and reporting tools 

These features reduce bottlenecks, improve collaboration, and streamline review cycles. 

5. Intuitive User Interface 

Unlike some tax software that relies on an interview-style data entry approach, ATX retains the familiar form-based view that most preparers are comfortable with. 

You can open multiple forms or clients side by side, jump between tabs, and navigate returns quickly. This simple interface design helps firms onboard new staff faster and reduces the learning curve during tax season. 

6. Multi-User Access and Network Support 

ATX is designed to support a multi-user setup, enabling multiple team members to work on different returns simultaneously. This makes it suitable for accounting firms with multiple preparers, reviewers, and support staff. 

It can be installed on a networked environment, a terminal server, or hosted virtually for remote access (more on that later). Permissions can be customized to limit who can view or modify returns.  

Benefits of Using ATX Tax Software 

While features explain what ATX does, its benefits show why firms rely on it year after year. Here’s what makes it a practical choice for accounting professionals: 

1. Unmatched Accuracy and Compliance 

ATX’s diagnostic system checks every return for missing or inconsistent data before submission. Its integration with authoritative tax research ensures compliance with federal and state laws. Preparers can file confidently, knowing their returns are up to date with the latest tax code changes. 

2. Time and Cost Efficiency 

Automation, reusable client data, and built-in e-filing tools save hours of manual work. The intuitive layout reduces training time for new staff and speeds up return processing. This efficiency not only helps meet deadlines faster but also improves firm profitability by increasing output per preparer. 

3. Improved Productivity 

ATX’s real-time error detection, multiple-form navigation, and centralized dashboard minimize distractions and repetitive checks. Many firms report smoother review processes and better workload management once they switch to ATX. 

4. Consistent User Experience 

Its form-based entry mimics the traditional paper workflow, so preparers can focus on accuracy rather than learning a new interface. This consistency also helps senior staff oversee the work of junior preparers easily. 

5. Integrated Research and Guidance 

The CCH AnswerConnect and Master Tax Guide access built directly into ATX allows preparers to confirm regulations or deductions without switching screens. It simplifies compliance and boosts confidence during return reviews. 

6. Easy E-Filing and Updates 

The e-file system ensures seamless submission to the IRS and state departments. Forms and updates are automatically rolled out by Wolters Kluwer, ensuring users always work with the most current templates and rules. 

7. Secure and Scalable Solution 

While ATX is a desktop-based software, it can be securely hosted in the cloud. ATX cloud hosting allows firms to scale easily, enable remote work, and protect sensitive financial data with enterprise-grade security. 

ATX System Requirements (2024–2025 Editions) 

To ensure smooth performance, ATX must be installed on systems that meet or exceed Wolters Kluwer’s latest hardware and software guidelines.

Below is a quick overview of the Base, Better, and Best configuration tiers designed for different workloads and firm sizes. 

Configuration Tiers Explained 

• Base: ATX will install and run, but performance may be limited for large or complex returns. 
• Better: Balanced performance for most firms, providing faster response and smoother navigation. 
• Best: Recommended setup for optimal performance, especially for firms handling high return volumes or multi-user environments. 

Component	Base	Better	Best
Operating System	Windows 10	Windows 11	Windows 11
Processor	Intel Core i3 or equivalent	Intel Core i5 or better	Intel Core i7 or better
Memory (RAM)	8 GB	8 GB	16 GB
Available Disk Space	3 GB	10 GB	10 GB on Solid-State Drive (SSD)
Display Resolution	1024×768	1024×768 or higher	1920×1080
Internet Browser	Google Chrome or Microsoft Edge	Google Chrome or Microsoft Edge	Google Chrome or Microsoft Edge
Authenticator App	Use any authenticator app that supports a Time-based One-Time Password (e.g., Microsoft Authenticator, Google Authenticator)
Printer	Inkjet (non-W-2/1099 forms); Laser (W-2/1099 forms)	Inkjet (non-W-2/1099 forms); Laser (W-2/1099 forms)	Laser Printer Recommended

Additional Notes 

• ATX supports both 32-bit and 64-bit versions of Microsoft® operating systems. 
• Windows 10 will reach end of life on October 14, 2025, but remains supported for ATX 2024. Firms should begin upgrading to Windows 11 (64-bit) for future compatibility and stability. 
• Memory requirements for ATX 2025 will increase, so upgrading to at least 16 GB RAM is strongly advised. 
• A high-speed internet connection (DSL, cable modem, or T1/T3 line) is required for all installation types, including standalone, workstation, and server setups. 

Server Installation Requirements 

If you plan to host ATX on a dedicated server or multi-user environment, Wolters Kluwer provides specific hardware and OS recommendations to ensure reliable performance and smooth operation.

Here’s a breakdown of the Base, Better, and Best configurations for server-only installations. 

Component	Base	Better	Best
Operating System	Windows 10	Windows Server 2016	Windows Server 2019
Processor	Intel Core i5 or equivalent	Intel Core i7 or equivalent	Intel Core i9 or equivalent
Memory (RAM)	8 GB	16 GB	16 GB
Available Disk Space	10 GB	10 GB (SSD recommended)	10 GB (SSD recommended)
Printer	Inkjet (non-W-2/1099 forms); Laser (W-2/1099 forms)	Inkjet (non-W-2/1099 forms); Laser (W-2/1099 forms)	Laser Printer Recommended

Additional Notes  

• Both 32-bit and 64-bit versions of Microsoft operating systems are supported, though Windows 11 is available only in 64-bit. 
• Windows 10 reaches end of life on October 14, 2025, but remains supported for ATX 2024. Begin planning migration to a newer Windows Server version to maintain compliance and security. 
• The software requires .NET Framework 4.8 and a high-speed internet connection for installation, updates, and e-file submissions. 
• Memory requirements will increase for ATX 2025, so 16 GB RAM (or more) is strongly recommended for shared-server use. 

ATX 2025 Packages and Pricing Overview 

Wolters Kluwer offers four ATX 2025 editions, designed to meet the needs of firms of all sizes, from solo preparers to multi-office CPA practices. 

Each package includes the same reliable ATX interface and forms coverage but differs in scope, features, and research tools. 

Below is a simplified comparison of the latest ATX 2025 packages. 

Edition	Starting Price (USD)	Ideal For	Key Highlights
ATX 1040	$1,149	Individual tax preparers	Unlimited 1040 federal filings, up to 3 state returns, 75 free e-files.
ATX MAX (Most Popular)	$2,619	Small–mid-sized firms handling both individual and business returns	Unlimited e-filing for individual & business returns, payroll compliance, sales & use tax forms, and built-in CCH AnswerConnect Prime Package.
ATX Total Tax Office	$3,879	Mid-size firms managing a larger client base	Adds expanded research content (Prime + Expert), payroll & compliance reporting, and enhanced productivity tools.
ATX Advantage	$6,349	Large firms or multi-office practices	Includes every ATX feature, including unlimited returns, full e-filing, advanced compliance tools, enhanced asset management, concierge care, and conversion services.

Note: Pricing is indicative as per Wolters Kluwer’s published 2025 catalog (subject to change). For the latest details, visit the official ATX website or contact an authorized reseller. 

Feature Comparison at a Glance 

Feature Category	ATX 1040	ATX MAX	ATX Total Tax Office	ATX Advantage
Individual Returns	Unlimited Federal + 3 States	Unlimited Federal + 3 States	Unlimited Federal + 3 States	Unlimited Federal + 3 States
Business Returns	Pay-Per-Return	Unlimited Federal & State	Unlimited Federal & State	Unlimited Federal & State
E-Filing	75 Free E-Files	Unlimited	Unlimited	Unlimited
E-Signature	✓	✓	✓	✓
Payroll Compliance	✗	✓	✓	✓
Sales & Use Tax Forms	✗	✓	✓	✓
Advanced Calculations	✗	✗	✓	✓
Enhanced Asset Management	✗	✗	✗	✓
CCH AnswerConnect	Primary Sources	Prime Package	Prime + Expert	Expert Package
Concierge Care	✗	✗	✗	✓
Conversion Services	✗	✗	✗	✓

Choosing the Right ATX Edition for Your Firm 

• ATX 1040 is ideal for professionals handling individual tax returns. 
• ATX MAX is the most popular choice, striking a balance between price and functionality, making it suitable for firms that need both individual and business return capabilities. 
• ATX Total Tax Office suits firms that desire more comprehensive tax research and workflow tools without incurring the costs of enterprise pricing. 
• ATX Advantage is best suited for larger or multi-location firms needing advanced asset management, conversion support, and premium care. 

ATX Tax Software Alternatives 

While ATX is a top choice for tax professionals, a few alternatives are often compared: 

• Intuit ProSeries: Easy to use and well-supported, but ATX offers a larger forms library and deeper research integration, better for firms managing complex returns. 
• Drake Tax: Known for value and simplicity, yet ATX’s built-in diagnostics and client portal give it an edge in accuracy and collaboration. 
• TaxWise: Ideal for interview-based workflows, whereas ATX’s form-based setup appeals to preparers who prefer full control. 
• UltraTax CS: Strong enterprise features but at a higher cost; ATX delivers similar reliability at a more accessible price point.  

Add-ons and Integrations 

ATX integrates smoothly with tools that enhance productivity and compliance: 

• CCH IntelliConnect: Access authoritative tax research directly within ATX. 
• SmartVault: Secure cloud storage and document sharing for clients. 
• PaperlessPlus: Simplifies digital filing and document management. 
• QuickBooks: Enables seamless data transfer between accounting and tax workflows. 

(Pro Tip: Hosting QuickBooks and ATX together on the cloud boosts speed, security, and accessibility for accounting firms.) 

Challenges with ATX Software and How Hosting Helps 

While ATX is feature-rich, running it on local desktops can pose some challenges, especially for distributed teams. 

• Performance Bottlenecks: Large return files and multi-user access can slow down ATX performance on older systems. Hosting ATX in a virtual environment eliminates local hardware limitations. 
• Remote Access: Tax preparers often work from multiple offices or home setups. Hosting ATX on the cloud provides anywhere, anytime access through secure logins. 
• Data Security and Backup: Client tax data deserves top-tier protection. Local systems can fail or fall victim to ransomware, putting your firm at risk. With Ace Cloud Hosting, your data is encrypted, secured with multi-factor authentication, and backed up automatically, keeping your information safe and accessible.  
• IT Maintenance: Local installations require frequent updates and troubleshooting to ensure optimal performance. On hosted desktops, all updates and patches are handled by your provider, saving your internal IT team hours of manual work.  

Conclusion 

ATX Tax Software remains a trusted choice for tax professionals who prioritize accuracy, compliance, and an intuitive interface. Its combination of an extensive forms library, robust diagnostics, and integrated research tools makes it a strong contender among professional tax solutions.  

When paired with a trusted ATX hosting provider, it becomes even more powerful, enabling accountants to work securely from anywhere, collaborate with teams in real time, and eliminate local IT hassles. 

If your firm is preparing for the next tax season and wants a smoother, faster setup, now is the time to take the next step. 

Book a 7-day free trial and see how hosted ATX can streamline your tax workflow, boost productivity, and keep client data secure.