Top 12 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.

Why Do You Need ATX Tax Software Add-Ons?

ATX Tax software simplifies tax preparation with features like templates for various forms and built-in error checking.

Yet, users face challenges such as complex tax laws and time-consuming data entry. Add-ons become essential to address these issues by automating tasks, integrating with other systems, and offering specialized tools.

They enhance ATX software’s efficiency and effectiveness, ensuring smoother tax preparation processes for professionals.

Things to Consider When Selecting Add-Ons

When you’re picking add-ons to go with your ATX software, you’ve got to keep a few things in mind:

• Compatibility with ATX Software: First things first, make sure the add-on plays nice with your ATX software. You don’t want any compatibility headaches messing up your tax prep flow.
• Time-saving Features: Look for add-ons that can save you time. Think about things like automating tasks or handling multiple files at once. Time saved is money saved, after all.
• Cost-effectiveness: Sure, you want the add-on to be helpful, but it shouldn’t break the bank. Consider how much it costs versus how much it’ll save you in time and hassle.
• User-friendly Interface: Nobody wants to spend hours figuring out how to use a new tool. Find add-ons with interfaces that are easy to understand and use, so you can get up and running quickly.
• Integration Capabilities with Other Tools: Your ATX software probably isn’t the only tool you use. Look for add-ons that can play nicely with your other software, like your accounting or CRM systems. Seamless integration means less hassle for you.

What Are The Best Add-Ons to Integrate with ATX Software?

Here’s a list of top 12 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
Return Retrieval	Restore Returns Quickly and Easily

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 stands out as one of the leading accounting practice management software, catering to a wide range of financial needs. From daily expense tracking to invoicing and generating essential reports for planning and profitability, QuickBooks has become indispensable for businesses of all sizes.

Integration of ATX tax software with QuickBooks offers a seamless solution for importing crucial financial and Schedule C data directly into the tax software. This integration significantly reduces the burden of manual data entry, enhancing the overall efficiency of the tax preparation process. QuickBooks stands out as one of the leading accounting practice management software, catering to a wide range of financial needs.

Benefits for Users:

• Streamlined Data Import: Say goodbye to manual data entry hassles. Integration with QuickBooks allows for effortless import of financial data, saving valuable time and minimizing errors.
• Enhanced Accuracy: With automated data import, the risk of inaccuracies is greatly reduced, ensuring more precise tax filings and compliance with regulations.
• Time Savings: Spend less time on tedious data entry tasks and more time on strategic tax planning. QuickBooks integration boosts productivity by automating repetitive processes.
• Seamless Reporting Access: Gain easy access to essential reports generated in QuickBooks, such as profit and loss statements, within the ATX tax software interface. This integration streamlines the tax preparation workflow and improves decision-making.
• Optimized Tax Planning: Leveraging QuickBooks’ comprehensive financial insights alongside ATX software enables more informed tax planning. Users can identify opportunities for tax savings and optimize their strategies accordingly.

Integrating QuickBooks with ATX tax software doesn’t just simplify workflows; it empowers users with enhanced accuracy, time savings, and better financial decision-making capabilities.

#2. CCH AnswerConnect

CCH AnswerConnect, a product by Wolters Kluwer, serves as a comprehensive tax research tool, helps professionals in finding answers to complex tax-related queries. Covering a wide array of major tax topics, including federal, state, and international tax laws and regulations, accounting methods, and more, CCH AnswerConnect is a valuable resource for tax professionals.

To facilitate easy access to information, CCH AnswerConnect employs two key tools: Natural Language Search and CCH SmartCharts. Natural Language Search provides quick suggestions for queries, while CCH SmartCharts offers links to the primary sources for further investigation.

Benefits for Users:

• Efficient Research: Say goodbye to hours spent scouring multiple websites for tax-related solutions. Integrating ATX with CCH AnswerConnect streamlines the research process, providing comprehensive answers and resources right at your fingertips.
• Time Savings: No more wasting time navigating through various platforms for tax information. With CCH AnswerConnect integration, users can quickly access relevant data, saving valuable research hours and boosting productivity.
• Enhanced Search Experience: The combination of Natural Language Search and CCH SmartCharts makes searching for tax-related information a breeze. Users benefit from quick suggestions and direct links to primary sources, simplifying the research process.
• Comprehensive Coverage: With CCH AnswerConnect’s extensive coverage of major tax topics, users can confidently find answers to a wide range of tax-related queries, ensuring thorough research and accurate tax preparation.
• Improved Decision-making: Access to comprehensive tax research resources empowers users to make informed decisions and provide reliable advice to clients. Integrating CCH AnswerConnect with ATX enhances the overall tax preparation process and boosts confidence in the accuracy of tax filings.

Integrating ATX with CCH AnswerConnect can streamline tax professionals research efforts, save time, and access comprehensive tax-related information with ease, ultimately improves the quality and efficiency of their tax preparation services.

#3. CCH iFirm Integration

CCH iFirm serves as both a client portal and monitoring suite for tax and accounting businesses, offering essential tools for workflow tracking, secure file transfer, and resource allocation. The suite comprises two main components: CCH iFirm Practice Manager and CCH iFirm Client Portal.

CCH iFirm Practice Manager streamlines business operations by efficiently tracking jobs, billing, workflow progress, and other essential aspects of running a tax and accounting practice. On the other hand, the CCH iFirm Client Portal provides a secure platform for sharing client information, tax data, and documents in a convenient and confidential manner.

Benefits for Users:

• Streamlined Workflow Management: With CCH iFirm Practice Manager, users can efficiently track job progress, manage billing, and allocate resources, leading to improved workflow management and business efficiency.
• Secure Document Sharing: The CCH iFirm Client Portal offers a secure environment for sharing sensitive client information, tax data, and documents. Users can collaborate with clients seamlessly while ensuring confidentiality and compliance with data security regulations.
• Integration with ATX Software: Integration with ATX software enables seamless synchronization of tax filing data and audit trails, providing a comprehensive overview of document upload activities. Users can easily track when and by whom documents were uploaded, enhancing accountability and transparency.
• Enhanced File Transfer Security: Through integration with CCH iFirm, file transfer processes are conducted securely on the cloud via an intuitive portal interface. Users can confidently exchange sensitive tax documents knowing that they are protected by robust encryption and security measures.
• Improved Client Experience: The combination of CCH iFirm’s Practice Manager and Client Portal enhances the overall client experience by providing efficient communication channels, secure document sharing, and transparent workflow tracking. Clients can collaborate with their tax professionals seamlessly, leading to greater satisfaction and trust.

Integrating ATX software with CCH iFirm offers tax and accounting professionals a comprehensive solution for managing workflow, securely sharing documents, and enhancing client interactions.

#4. Payroll Compliance Reporting

Payroll Compliance Reporting is an essential add-on designed for the seamless e-filing of tax returns, offering a user-friendly interface for efficient data entry. It simplifies the tax filing process by enabling users to roll over information from previous years, saving time and effort.

Payroll Compliance Reporting supports these tax formsinclude:

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

Benefits for Users:

• Effortless Data Entry: With its intuitive interface, Payroll Compliance Reporting streamlines the process of entering tax-related information, reducing the likelihood of errors and ensuring accuracy in filings.
• Year-to-Year Continuity: The ability to roll over data from previous years simplifies the preparation of tax forms, enabling users to maintain consistency and efficiency across tax filing seasons.
• Comprehensive Tax Form Support: From payroll forms like Form W-2 to various 1099 and 1098 forms, Payroll Compliance Reporting covers a wide range of tax reporting requirements, catering to diverse business needs.
• Electronic Filing Integration: By integrating with ATX tax software, Payroll Compliance Reporting facilitates seamless electronic filing of tax returns, eliminating the need for manual submissions and improving overall efficiency in tax preparation processes.
• Time and Cost Savings: The streamlined data entry process, coupled with electronic filing capabilities, saves users valuable time and resources that would otherwise be spent on manual tax preparation and filing tasks.

Integrating Payroll Compliance Reporting with ATX tax software empowers users to file taxes electronically, ensuring compliance with regulatory requirements while enhancing efficiency and accuracy in tax reporting.

#5. CCH U.S. Master Tax Guide

The CCH U.S. Master Tax Guide serves as an invaluable resource for tax preparers, offering comprehensive coverage of federal tax laws organized to reflect recent changes, including those stemming from the Tax Cuts and Jobs Act. Available in both digital (online and mobile) and printed formats, this guide is a go-to reference for tax professionals seeking clarity on federal tax law.

Benefits for Users:

• Comprehensive Tax Law Coverage: The CCH U.S. Master Tax Guide provides in-depth coverage of federal tax laws, ensuring tax preparers have access to up-to-date information essential for accurate tax filing.
• Organized for Ease of Use: Organized to reflect recent tax law changes, including those from the Tax Cuts and Jobs Act, this guide offers a user-friendly format that facilitates quick and easy reference.
• Digital and Print Options: Whether accessing it online or through a mobile device, or preferring the traditional printed format, users have flexibility in how they access the CCH U.S. Master Tax Guide, ensuring accessibility wherever they are.
• Efficient Tax Research: Integration with ATX software streamlines tax research by allowing users to cross-reference relevant tax law sources directly within the tax preparation workflow. This saves valuable research time and ensures accuracy in tax filings.
• Enhanced Contextual Understanding: By providing context to tax-related information required for federal tax filing, the integration of CCH U.S. Master Tax Guide with ATX software enables tax preparers to gain a deeper understanding of the applicable tax laws, leading to more informed decisions and accurate tax filings.

Integrating CCH U.S. Master Tax Guide with ATX software empowers tax preparers with access to comprehensive tax law resources and enhances efficiency by providing context to tax-related information, ultimately leading to more accurate and compliant federal tax filings.

#6. IntelliConnect

IntelliConnect serves as a comprehensive tax research platform, offering solutions to a wide range of tax-related queries. Covering federal, state, and international tax topics, as well as areas like tax preparation and estate planning, IntelliConnect is a valuable resource for tax professionals.

Key features of IntelliConnect include:

• CCH Browser Search: Utilizes popular search engines like Google, Bing, or Yahoo to find relevant tax-related results quickly.
• CCH State Tax NexusExpert: A knowledge center containing research material, analysis, and tools specifically tailored for tax research needs.

Benefits for Users:

• Wide Coverage of Tax Topics: With coverage spanning federal, state, and international tax, as well as areas like tax preparation and estate planning, IntelliConnect provides a comprehensive solution for tax professionals seeking answers to diverse tax-related queries.
• Efficient Search Tools: IntelliConnect offers powerful search tools such as CCH Browser Search and CCH State Tax NexusExpert, enabling users to quickly locate relevant tax information and research material.
• Streamlined Research Process: By integrating ATX tax software with IntelliConnect, users can minimize the time spent on research work. This integration accelerates the pace of the tax filing process, allowing tax professionals to focus more on value-added activities.
• Enhanced Productivity: With the ability to access a wealth of tax-related information and resources through IntelliConnect, tax professionals can enhance their productivity and efficiency in handling tax-related tasks.
• Improved Decision-making: Access to comprehensive tax research materials and analysis provided by IntelliConnect empowers tax professionals to make well-informed decisions, ensuring accuracy and compliance in tax filings.

Integrating ATX tax software with IntelliConnect offers tax professionals a powerful solution for accelerating tax research and enhancing the efficiency of the tax filing process.

#7. SmartVault

SmartVault is a robust online document storage and file sharing application tailored for businesses of all sizes. Offering secure and convenient access to data for clients anytime and anywhere, SmartVault ensures data integrity and compliance with industry standards.

Benefits for Users:

• Secure Document Storage: SmartVault provides a secure environment for storing sensitive tax documents, ensuring confidentiality and compliance with data protection regulations.
• Ease of Access: Clients can access their documents conveniently at any time and from any location, streamlining collaboration and communication between tax professionals and clients.
• Seamless Integration: SmartVault seamlessly integrates with leading accounting and tax preparation software, including ATX, simplifying the workflow and enhancing efficiency.
• Document Import: Integration with ATX allows users to import documents directly from the tax software, streamlining document management processes and reducing manual data entry efforts.
• Built-in Templates: SmartVault offers built-in templates for new clients, new tax seasons, and more, facilitating standardized document organization and ensuring consistency across workflows.
• Mobile Accessibility: Users can access their tax documents from anywhere, even from mobile devices, providing flexibility and convenience in document retrieval and management.

Integrating ATX with SmartVault offers tax professionals a comprehensive solution for secure document management, streamlining workflows, and enhancing collaboration with clients.

With features like document import, built-in templates, and mobile accessibility, SmartVault simplifies tax document management, ultimately improving efficiency and client satisfaction.

#8. PaperlessPlus

PaperlessPlus offers an efficient online document management solution tailored for secure file sharing and storage. Utilizing an encrypted file system and customizable folder structure, PaperlessPlus ensures robust data management capabilities, providing users with a secure and organized platform for document storage.

Benefits for Users:

• Secure File Sharing: With PaperlessPlus, users can securely share and store files and documents, ensuring confidentiality and compliance with data security standards.
• Customizable Folder Structure: PaperlessPlus allows for the creation of a customizable folder structure, enabling users to organize documents according to their specific needs and preferences, enhancing efficiency in document retrieval and management.
• Audit Trail Feature: The audit trail feature enables users to keep track of file activities, providing transparency and accountability in document management processes.
• Integration with ATX Software: By integrating with ATX software, PaperlessPlus allows users to store various tax-related documents, including tax returns, emails, PDFs, and scanned documents, within a secure and centralized platform.
• Time Savings: Integration with PaperlessPlus saves time by streamlining the process of sending and receiving files through emails, eliminating the need for manual file transfers and reducing the risk of errors and delays.

Integrating ATX software with PaperlessPlus offers tax professionals a convenient and secure solution for document management, enhancing efficiency and ensuring compliance with data security standards.

With features such as secure file sharing, customizable folder structure, and audit trail capabilities, PaperlessPlus simplifies document management processes, ultimately improving productivity and client satisfaction.

#9. Client Accounting Suite

The Client Accounting Suite is a comprehensive accounting system designed to streamline workflow and enhance productivity.

It comprises various modules, including write-up, employee list management, account information tracking, payroll processing, and more, catering to the diverse needs of accounting professionals.

Client Accounting Suite simplifies the process of creating financial statements by offering built-in templates and tools for efficient financial reporting.

Additionally, it provides seamless integration with third-party accounting software like QuickBooks and Sage 50, enabling easy data import and synchronization.

Benefits for Users:

• Efficient Financial Reporting: With built-in templates and tools, Client Accounting Suite facilitates the efficient creation of financial statements, saving time and effort for accounting professionals.
• Integration with Third-party Software: Seamless integration with popular accounting software like QuickBooks and Sage 50 allows for easy data import, streamlining the process of syncing client data and reducing redundant data entry tasks.
• Improved Accuracy: Integration with ATX tax software ensures the synchronization of client data, minimizing the risk of errors and inconsistencies in tax filings. This leads to improved accuracy and compliance with tax regulations.
• Streamlined Workflow: By eliminating redundant data entry tasks, integration with Client Accounting Suite helps optimize workflow efficiency, allowing accounting professionals to focus on higher-value activities and providing better service to clients.
• Enhanced Productivity: The seamless integration between ATX tax software and Client Accounting Suite enhances overall productivity by reducing manual data entry and streamlining processes, ultimately improving efficiency and client satisfaction.

Integrating ATX tax software with Client Accounting Suite offers accounting professionals a comprehensive solution for streamlining workflow, enhancing accuracy, and improving productivity.

Users can streamline financial reporting processes and ensure compliance with tax regulations using built-in templates, seamless data import, and synchronization capabilities.

#10. Bizilings

BizFilings serves as a comprehensive business and legal compliance manager, assisting users in various aspects of business administration and compliance.

Its key functionalities include document preparation, tax filing, business name checks, obtaining business licenses, and more, covering essential tasks for maintaining legal compliance.

Additionally, BizFilings offers a service called BizComply, which helps track important compliance events specific to the state of incorporation, ensuring businesses stay up-to-date with regulatory requirements.

Benefits for Users:

• Streamlined Compliance Management: BizFilings simplifies the process of maintaining legal compliance by providing tools and resources for document preparation, tax filing, and business name checks, helping users fulfill regulatory obligations efficiently.
• State-specific Compliance Tracking: With BizComply, users can track important compliance events tailored to the state of incorporation, ensuring businesses remain compliant with state-specific regulations and deadlines.
• Integration with ATX Software: Integration with ATX software enhances functionality by enabling multi-state filings, client write-ups, and tax report preparation. This integration streamlines the tax preparation process and ensures accuracy in tax filings.
• Efficient Tax Reporting: By integrating with ATX software, BizFilings facilitates tax report preparation, simplifying the process of compiling tax-related information and generating accurate tax reports for clients.
• Enhanced Efficiency: The seamless integration between BizFilings and ATX software saves time and effort by eliminating the need for manual data entry and streamlining the tax preparation workflow. This enhances overall efficiency and productivity for tax professionals.

Integrating ATX software with BizFilings offers tax professionals a comprehensive solution for business compliance management, facilitating efficient document preparation, tax filing, and compliance tracking.

With state-specific compliance tracking and multi-state filing capabilities, users can ensure compliance with regulatory requirements and deliver high-quality services to their clients.

#11. EFileCabinet

EFileCabinet is a robust document management software designed to provide accountants and tax professionals with a centralized platform for organizing their documents and files. It offers various features to streamline document handling and improve workflow efficiency.

EFileCabinet automates manual data entry tasks using Zonal OCR-based technology, reducing the time and effort required for data input. Additionally, its intelligent organization system simplifies the process of locating documents by offering folder templates and pre-defined file names, especially useful for managing mass volumes of data.

Benefits for Users:

• Efficient Data Entry: With Zonal OCR-based technology, EFileCabinet automates manual data entry tasks, saving time and reducing errors in data input.
• Intelligent Organization: EFileCabinet’s intelligent organization system offers folder templates and pre-defined file names, making it easier to manage and locate documents, even amidst large volumes of data.
• Secure Document Sharing: Integration with ATX tax software ensures a secure environment for tax professionals to share crucial documents with their clients. This enhances collaboration and communication while maintaining data confidentiality.
• Streamlined Workflow: By automating manual data entry and simplifying document organization, EFileCabinet streamlines the workflow for tax professionals, allowing them to focus on higher-value tasks and providing better service to their clients.
• Improved Productivity: The integration of EFileCabinet with ATX tax software improves overall productivity by reducing the time spent on administrative tasks and enhancing efficiency in document management and sharing processes.

Integration with EFileCabinet offers tax professionals a comprehensive solution for document management, automating manual tasks, and ensuring data security. Zonal OCR-based technology and intelligent organization systems helps users to streamline their workflow and enhance productivity, ultimately delivering better outcomes for their clients.

#12. Return Retrieval

ATX Return Retrieval offers tax professionals a set of powerful tools and features to streamline tax preparation and ensure compliance with complex tax laws.

ATX Return Retrieval simplifies the process of gathering necessary tax return information by automatically retrieving prior-year tax returns from the IRS. This saves time and ensures accuracy by providing access to essential data for comparison and reference.

Benefits for Users:

• Time Savings: ATX Return Retrieval automates the process of gathering prior-year tax returns from the IRS, saving time and effort for tax professionals.
• Accuracy: By providing access to essential tax return information, ATX Return Retrieval ensures accuracy in tax preparation and comparison with prior-year data.
• Complex Calculation Handling: ATX Advanced Calculation & Compliance (A La Carte) handles complex calculations, such as credits and expense optimizations, with precision and efficiency, ensuring compliance with tax laws and regulations.
• Local Tax Compliance: The tax automation features for Pennsylvania local earned income tax ensure accurate calculations and compliance with local tax requirements, reducing the risk of errors and penalties.
• Improved Analysis: The 1040 prior year comparison feature facilitates analysis by allowing tax professionals to easily compare current-year tax data with prior-year information for Schedules C, E, and F, enabling informed decision-making and ensuring consistency in tax filings.

Incorporating ATX Return Retrieval and ATX Advanced Calculation & Compliance (A La Carte) into the tax preparation process offers tax professionals powerful tools to enhance efficiency, accuracy, and compliance.

Automating data retrieval, handling complex calculations, and facilitating analysis, these features empower tax professionals to deliver high-quality services to their clients while reducing the risk of errors and ensuring compliance with tax laws and regulations.

FAQs – Add-Ons For ATX Tax Software

Wrapping Up!

In wrapping up, the suite of add-ons available for ATX software provides tax professionals helps streamline their work and save valuable time and money.

These add-ons, inclues document management solutions to advanced calculation features, simplify complex tasks, cut down on manual efforts, and ensure accuracy in tax preparation.

Seamlessly integrated with ATX software, these add-ons empower tax professionals to enhance their workflow, boost productivity, and deliver top-notch service to their clients.

Opting for these add-ons isn’t just about saving time; it’s a smart move to improve efficiency, profitability, and maintain a competitive edge in the tax industry.