ATX Professional Tax Software
CCH Small Firm Services      

Designed for the tax professional who...

  • Prepares all federal, state and municipal individual forms
  • Produces federal Business and Specialty forms
  • Processes unlimited E-File returns
  • Generates payroll compliance reporting services
  • Prepares sales & use tax forms
  • Delivers expert, up-to-date tax law guidance

Package Includes:

  • Three (3) concurrent user licenses1
  • All federal individual forms
    Federal 1120, 1120S, 1065, 1041, 990, 706, 709 and 5500
  • All State 1040 forms
  • All Business Federal, State and Specialty forms
  • Unlimited E-File returns
    Federal 1040, 1120, 1102S, 1065, 1041, 990 and 5500
    All individual states and many business states
  • Payroll Compliance Reporting, including federal, state and local payroll forms. E-file 94x series, 1099s, 1098s, W-2s and more for a minimal fee.
  • Sales & use tax forms
  • Free software conversions
  • CCH® U.S. Master Tax Guide® (print, online & mobile)
  • Tax Prep Partner 1040 Lite (online & mobile), Includes detailed explanations from the experts at CCH, real-world examples, cautions, compliance tips and more

1 Purchase additional User Licenses as needed.

View Features and Benefits [+]

Features and Benefits:


  • Quickly find the form you need using filter and search features
  • Save time by importing Schedule D transactions directly from broker-issued spreadsheets
  • Transfer K-1 information from 1041, 1065 and 1120S returns prepared with ATX directly to the individual and business returns
  • Import trial balance data from ATX trial balance and Client Accounting Suite programs
  • 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


  • Intuitive design created by tax and accounting professionals like you
  • Access expert online research from CCH with one click
  • 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


  • 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 of returns


  • 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
  • Share client data with Fixed Asset Manager and Client Accounting Suite™
  • Easily consult line-by-line tax research from the experts at CCH® by upgrading to Tax Prep Partner 1040 or Standard Bundle

* Additional fees apply for these products

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

Call 866-345-4172 today

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