ATX review

ATX is Wolters Kluwer's tax program for CPAs and small firms, and it is built around a forms-based interface that mirrors the paper forms. The library has over 6,000 compliance forms, covering 1040, 1120, 1120-S, 1065 and 1041 returns, specialty returns such as 706, 709, 990 and 5500, payroll compliance reporting and sales and use tax. Check Return Track flags e-file errors, omissions and overrides, and Refund Meter shows the refund or balance due as you enter data. Every package includes CCH AnswerConnect research with the U.S. Master Tax Guide, which smaller firms would otherwise buy separately. Prices are published: the Pay-Per-Return System costs $939 with 6 individual returns, the 1040 Package $1,249 and ATX MAX, which adds business returns and unlimited e-filing, $2,829. The limits are the 3-state cap on lower packages, paid add-ons for advanced calculations and asset management, and the lack of a cloud version.

Who it is for

Small CPA firms that prefer forms-based entry and want tax research bundled with the software.

Price

Pay-Per-Return System $939 with 6 individual returns; ATX 1040 Package $1,249; ATX MAX $2,829.

Priced at $939 — which includes 6 Individual Returns
Quoted from the vendor pricing page on November 10, 2026.

Key features

• Library of over 6,000 tax compliance forms for federal, state and local returns
• Check Return Track diagnostics and Refund Meter
• Specialty and informational returns including 706, 709, 990 and 5500
• CCH AnswerConnect and U.S. Master Tax Guide research in all packages
• Payroll compliance reporting and sales and use tax forms

Strengths and weaknesses

• Strength: Research content included in every package
• Strength: Forms-based interface that mirrors the paper forms
• Strength: Published prices from pay-per-return to the Advantage package
• Weakness: The 1040 Package includes only 3 states and charges business returns per return
• Weakness: Advanced calculations and enhanced asset management cost extra below Advantage
• Weakness: Desktop only, with no browser version

Key facts

• Forms: Over 6,000 tax compliance forms
• Packages: Pay-Per-Return, 1040, MAX, Total Tax Office, Advantage
• Research: CCH AnswerConnect and Master Tax Guide
• Add-ons: Advanced Calculations $819, Enhanced Asset Management $520, Return Retrieval $233

Where it ranks

ATX is No. 4 in our Best Tax Software for Accountants verdict.