ATX Professional Tax Software
CCH Small Firm Services      
$559

ATX 1040 is perfect for tax professionals who specialize in federal 1040s and state returns for clients in up to three states.

Includes:

  • All federal individual forms
  • Up to three individual states
  • E-file up to 100 returns at no additional charge, with additional returns only $5 each, covering the federal, state and extension for the same client

View Features and Benefits [+]

Features and Benefits:

Efficiency

  • Quickly find the form you need using filter and search features
  • Save time by importing Schedule D transactions directly from broker-issued spreadsheets
  • Add notes to any field for review or as permanent flags that rollover from year to year
  • Open up to three returns at once
  • Print PDFs and paper copies of tax returns with one click

Accuracy

  • Intuitive design created by tax and accounting professionals like you
  • Easily identify e-filing errors, omissions, overridden entries and more with powerful diagnostics
  • Get quick answers with the robust and easily accessible program help
  • Consult government instructions from within the tax program

Customization

  • Simplify tax return management and workflow using the flexible Return Manager
  • Personalize client relationships with custom engagement letters, filing letters, reminders and other documents
  • Customize print settings and add watermarks to customer copies

Integration*

  • For client review and distribution, print PDF copies of tax returns directly to PortalSafe™, our secure, cloud-based file sharing system
  • For permanent storage, print PDF copies of returns directly to PaperlessPLUS™, providing fully integrated digital document management and workflow
  • Easily consult line-by-line tax research from the experts at CCH® by adding Tax Prep Partner 1040

* Additional fees apply for these products

Let us help you find the right solution for your business!

Call 866-345-4172 today



Download a trial Request a demo

PaperlessPLUS

Save time and money by using PaperlessPLUS to electronically store all of your firm's documents.

  • Rapidly store tax returns from ATX along with emails, letters, reports, PDFs image, photos, and any scanned documents.
  • Instantly send clients any stored documents by uploading securely with PortalSafe, a powerful cloud-based file sharing solution (additional fees apply) or by sending password- protected attachments through email.
  • Electronically sign any stored PDF with an approved signature pad.

More detail available on the product page.

Fixed Asset Manager

With ATX Fixed Asset Manager™ (FAM), you can update and track asset data year-round for faster tax preparation and financial reporting. Better yet, FAM is fully integrated with the ATX tax program. Asset data flows instantly from FAM to the client's tax return and changes made in the tax return flow instantly to FAM. Both programs are always up-to-date!

More detail available on the product page.