2014 Review of CCH Small Firm Services – ATX

Navigation typically starts with the main tax form and users will drill down to the data input worksheets.  Most data entry worksheets mirror the IRS paper form to aid in quick data entry.  As users add data entry worksheets, a folder tree of appropriate form and input worksheets is built.  On the upper right hand corner is a refund/tax due indicator that updates in real-time.

New this year for network installations is enhanced security to help protect client and firm data. The system includes several levels of access rights, enabling firm managers or administrators to determine which clients and functions staff have access to. Up to three users may simultaneously access the software. Currently limitations are in place that prevent multiple users from simultaneously accessing a single client file, which helps prevent data overwriting. 

Unlimited electronic filing for individuals and many business returns is included in pricing.  Unlimited federal electronic filing for trusts and non-profits is also included. The system supports the MeF filing platform for all e-filed tax returns for individual, business and specialty returns.

Several enhancements were made to the print manager since the previous release.  In addition to the default return types, (Filing, Client and Preparer), users can now create and save custom return types.  A new duplex feature was added to help save paper by printing the return on both sides of paper stock.  Returns can also be printed to paper, PDF, PaperlessPLUS or PortalSafe with a single click. 

Additional changes were made to the client letter functionality inside ATX.  All client letters may now be personalized with graphics, personalized text and alteration of variables within the letter. 

Program updates are automatically downloaded in the background.  New this year is the ability to apply forms and program updates on different schedules.  Updates may also be scheduled to be applied at a specific time.

Program help is provided on each screen and numerous self-help videos are provided.  Direct access to IRS publications and form instructions are provided as well.  A new mobile app, ATX Companion, connects users with multiple ATX resources.  Users are directly connected to industry news, software alerts, the ATX Blog and an up-to-date knowledgebase.

Integration: 4 Stars

In addition to the tax compliance system, a suite of professional programs is also offered under the ATX brand, including several tax research options, client accounting, payroll, fixed asset management, trial balance, W-2/1099 reporting, practice management tools, bank products, electronic payment acceptance tools and CPE and training options.  All of the products in the suite integrate directly with each other to mitigate any duplicate data entry.  To enhance value, many of these products are bundled together, allowing accounting professionals to build and maintain a full service practice at a modest price.

Many of the ATX tax package bundles include online research provided by the CCH IntelliConnect platform.  Users of this service may now enter their specific login credentials directly inside ATX to provide seamless access to the online research options.  Subscribers of the CCH IntelliConnect service will also have access to research through Android and Apple powered devices.

Fixed Asset Manager is now fully integrated into ATX.  Information is actually shared both ways automatically between the two programs.  If assets are added in one program, they are automatically updated in the other. 

Paperless Workflow: 4 Stars

ATX allows PDF copies of tax returns to directly integrate into PortalSafe, a cloud-based file sharing system.  PortalSafe is a client portal that allows returns to be posted for client review and download.  A separate monthly or annual subscription fee for PortalSafe will be required for all noted integration functions.

Notes may be added to any field within ATX for review or as permanent notes that rollover from year to year.  ATX currently allows up to three returns to be open simultaneously.  This setup is nice for users to view a business return along with any owners to provide optimal tax planning.

A Microsoft Excel or CSV file provided by brokerages containing stock transactions may be directly imported into ATX. Diagnostics are included with the software and errors are checked as data is entered.  Warnings are displayed for possible inconsistencies in tax information.  Any overrides are presented along with the diagnostics.

Remote Capabilities: 3.5 Stars

ATX is only offered as a traditional desktop and server/workstation installation option.  Remote hosting may be accomplished through use of a variety of hosting solutions.  However without resources and dedicated to IT staff, most practitioners will find it cumbersome to maintain this type of infrastructure. 

Summary & Pricing

ATX provides tax professionals a combination of quality and value.  ATX was designed by tax and accounting professionals to be a capable yet easy to use solution.  Multiple pricing bundles are provided to help maximize value.  Pricing for the comprehensive Total Tax Office bundle, is currently set at $1,899.   A full list of pricing options is available on the ATX product information website.

BEST FIRM FIT

Sole-practitioners and firms with three or fewer staff

STRENGTHS

• Simple forms-based interface and data input screens
• Online tax research options included in many pricing options
• Strong suite integration points

POTENTIAL WEAKNESSES

• No remote access solution currently available
• Review tools are incomplete

2014 Overall Rating: 4 Stars