# ATX Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about ATX Software - reviews, pricing plans, popular comparisons to other Tax Practice Management products and more. Source: https://www.capterra.com/p/233241/ATX --- # ATX Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) ATX ## What is ATX? ATX is professional tax preparation software that helps CPAs and small firms file advanced returns efficiently. The software features an easy-to-use interface and a comprehensive library of over 6,000 federal, state, local, specialty, and informational tax compliance forms to streamline filing. ATX's diagnostic tools identify errors and omissions, while its calculators optimize credits. Asset management capabilities enable detailed reporting. Integration with CCH AnswerConnect provides access to up-to-date tax information. ATX aims to help users complete accurate filings. ## What is ATX used for? [Tax Practice Management](https://www.capterra.com/tax-practice-management-software/) Top alternative Featured Overall rating Based on 12 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $979 Flat Rate, One Time Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ATX?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.wolterskluwer.com/&name=ATX) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ATX 3.1 (12) VS. [4.7 (3,594)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting Price $979 Flat Rate, One Time Starting Price $800 Per User, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.8 (12) Ease Of Use 4.5 (3,594) Value For Money 3.0 (12) Value For Money 4.6 (3,004) Customer Service 2.5 (11) Customer Service 4.6 (2,901) ## ATX alternatives [4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.8 (264)](https://www.capterra.com/p/186837/Financial-Cents/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.6 (82)](https://www.capterra.com/p/10009476/Basil/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars Highest Rated [4.9 (13)](https://www.capterra.com/p/231115/TaxFlow/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/233241/ATX/alternatives/) ## FAQs about ATX Overview ### Which roles and teams benefit most from ATX? ATX is most used by accountants, CPAs, and tax professionals who need to prepare accurate returns, manage filings, and streamline compliance work. It also benefits firm owners, partners, presidents, and administrative staff who oversee tax workflows, coordinate client documentation, and keep seasonal operations organized and efficient. Answer based on 12 reviews Overview ### What company size and specific industries is ATX built for? ATX is designed for small to large accounting firms and finance teams that need support for tax preparation and compliance work. It targets CPAs, tax professionals, and accountants across the accounting and professional services sectors. Features and Usability ### What are the key features of ATX? ATX offers accounting, billing and invoicing, client management, and a client portal for handling tax-related workflows. It also includes alerts and notifications, reporting and statistics, tax filing, and tax forms for preparing, tracking, and organizing client tax documents and submissions. Integrations ### Which third-party tools and platforms does ATX integrate with? ATX integrates with CCH iFirm. This connection supports client database data, including address, name, and social details, and represents the integration brand confirmed in the catalog and reviewer mention. Answer based on 1 reviews Getting Started and Support ### What customer support options does ATX offer? ATX provides Email/Help Desk, a Knowledge Base, and Phone Support. No reviewer feedback about support is available in the catalog data, so user experience details such as response speed or helpfulness cannot be confirmed here. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Tax Filing 3.8 (9) 88.89% of 9 reviewers that rated this feature as important or highly important The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return Tax Forms 3.7 (7) 100.00% of 7 reviewers that rated this feature as important or highly important Declaration of income made to tax authorities Alerts/Notifications 3.7 (6) 66.67% of 6 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Client Management 3.3 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Billing & Invoicing 2.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Client Portal 3.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients ATX 8 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Create, manage, and send invoices or bills to customers Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Collection, analysis, and representation of numerical data and generation of reports to understand various patterns The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return Declaration of income made to tax authorities Features 3.3 (12) 3.3 Based on 12 reviews ## Pricing Value for money 3.0 (12) Free Trial ATX 1040 $979.00 Flat Rate,One Time Value for money 3.0 (12) 3.0 Based on 12 reviews ## Integrations [ CCH iFirm](https://www.capterra.com/p/185242/CCH-iFirm/) ## Support, customer service and training options Customer Service 2.5 (11) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 2.5 (11) 2.5 Based on 11 reviews ## User reviews Overall rating 3.1 Based on 12 reviews Filter by rating 5(4) 4(1) 3(2) 2(2) 1(3) Mentioned topic Sorted by most recent AU Anonymous User president Accounting ### "atx review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 May 26, 2026 My overall experience with ATX has been above average—it's user-friendly and efficient for preparing and filing returns, though performance could be improved. Pros Easy to use interface with efficient data entry, seamless navigation, and quick, reliable filing process. Cons Slow startup which time makes accessing the software frustrating and delays workflow efficiency for input. Switched from [TurboTax Business](https://www.capterra.com/p/179846/TurboxTax-Business/) more functionality and ease of use with the tax software Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Reasons for choosing ATX I use atx for 1099 reporting and drake for tax compliance Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. PH Paul H. Managing Member Accounting ### "Horrible customer service" 2.0 Overall Rating 2.0 2.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 February 10, 2026 All of my attempts to switch my billing to a new card have failed. All of my attempts to correct my EFIN data have failed. They had my account for my new company tied to a former employer and that has only recently been corrected after 6 days. Pros Program works reasonably well for the price. Modestly priced, includes features like remote signatures and linking K-1 data to 1040s. Cons Customer Support/Service is horrible. I have been waiting 7 days for them to correct my EFIN data, and still nothing despite sending it 3 times. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. FP Franchesca P. Accountant Accounting ### "EA, Tax Preparer" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 7/10 February 10, 2026 It is ok. ATX had a sales rep that called and wanted to meet my needs. The last few years they raised the prices and don't have plans for small businesses. Pros Ease to Use for a Tax Preparer that is used to the Forms. I have had the software for over 10 years and it is comfortable to navigate through out the Tax Forms in a Tax Return. They are all located on the side once you open a tax return. Cons Value for the price is to high. Customer Support is terrible. Hard to get in touch with a representative and they are hesitant to help. I have purchased the software for over 10 years. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MB Marjorie B. Admin Accounting ### "Business Manager" 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 0/10 January 5, 2026 I have used the software for over ten years and am very disappointed that I will no longer be able to use the Software for the business transactions that I do. I have found a new software and hope to move all transactions to the new platform next year. Pros I do like the ATX software, it is easy to use. The software has been great until 2024 when the state that we work in changed the forms and hte process. Cons Customer Service is no longer the best now we experience long wait times or just chat when you need a person to help you work through an issue. Alternatives considered [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) Reasons for choosing ATX When I selected the product 10 years ago it was cost effective, user friendly and the customer service was great. Now down to the sales person they lack the personal customer attitude. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TD Traci D. Owner Accounting ### "ATX software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 24, 2025 I have used ATX since 2008 and have been very satisfied with them and their support team. Pros They are reliable and always up to date with the current tax laws. Cons Would love for them to have an online version. Switched from [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) The cost and the lack of customer support with ProSeries Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GG George G. CPA Accounting ### "Not A Software you rely on" 1.0 Overall Rating 1.0 1.0 Ease of Use 2.0 2.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 April 4, 2024 I only used ATX for the price but, you get what you paid for. I am not impressed with ATX and finding different solution even with more money will help increasing the client’s retention ratio. Pros ATX updates and downloads are easy and smooth, data entry is not that bad on Federal forms, you just cross your figures that those amounts transfer correctly to the States. Generally, it is good for W2 with one state tax return other than that I will highly suggest move to different solution if have mid to high complex return for the sake of client retention. Cons Don’t get me started, ATX is not the software you depend on, ATX will play a role in expediting loosing clients due to inaccuracy. You enter a % and think it will calculate, which in a lost of cases it will not, and if you call support, they will give you the run around. If you do multi States in ATX, you have to review all lines and forms to make sure all amounts are transferred correctly, I do have few cases that I sent to support inquiring about wrong amounts entered that was an old tax codes for the year and the answer is they will send it for development, WHAT, after tax season imagine how many notices will be sent to clients that I will take the burden to fix due to ATX errors and issues. Alternatives considered [CS Professional Suite](https://www.capterra.com/p/89836/CS-Professional-Suite/) [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) Reasons for choosing ATX Olny for the price, but I should of go with more money options Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AP Amy P. Accountant Accounting ### "Not a user friendly tax software at all " 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 1/10 February 22, 2024 Not worth the money at all, will consider switch back to tax act professional- way better software Pros Option to efiling my S corp for new mexico Cons Check returns - not that great, doesn’t remind you about missing credit Auto save was not choose until someone show you, so I got kicked out several time and lost everything Customer services are not friendly, just tell you go to training After you enter the vendor- it’s doesn’t save so you have to enter like 10 times if you happen to have 10 W2G Switched from [TaxAct Professional](https://www.capterra.com/p/230242/TaxAct-Professional/) Efiling the state option- taxact will not let me efiling state scorp Reasons for choosing ATX Just function of efiling and reputation Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MB Mary B. CPA Accounting ### "Mary, CPA" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 September 7, 2023 I really appreciate the value of ATX. I pay a flat fee regardless of how many returns I efile and all the forms I need are available to me. I am amazed at how in depth this system is. Pros It is fairly easy to figure out once you get into the system. I appreciate that the rollover feature is simple and updates all the information I need. Cons Some features are difficult to figure out which box needs to be checked to make the system calculate the outcome correctly. Also, the bank information is not saved when there is no refund. Also, the preparer info does not rollover to the next year which is somewhat frustrating as I am the only preparer and nothing changes year to year, but I still have to input that information. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NT Nathaniel T. PRESIDENT Accounting ### "President" 1.0 Overall Rating 1.0 1.0 Ease of Use 5.0 5.0 Features 1.0 1.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 July 13, 2023 Error, but mostly processing return to slow Pros The price was my main focus in buying ATX, nearly 20 years ago. Also it was very easy to use. However, the quality of the product seems to decreased from year to year. 2022 ATX was the worst. By plan is to change comapny for the 2023 tax season Cons Very slow in processing returns. For example, revewiig returns for efiling take a long time Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NG Natalie G. Owner Accounting ### "They are just too big for a small tax prep office" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 March 24, 2023 I've used ATX since 2008 Pros I had no complaints other than cost was just rising and rising Cons The program can do so much more than I need it to do. It is therefore priced itself out of my range Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/233241/ATX/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.