ATX Professional Tax Software
CCH Small Firm Services      

For tax professionals who prepare all types of returns, ATX MAX includes all forms offered by ATX, unlimited e-filing and accessible tax research.


  • All federal individual forms
  • All state and municipal individual forms
  • Federal 1120, 1120S, 1065, 1041, 990, 706, 709 and 5500
  • All business and specialty state and local forms
  • Unlimited e-filing at no extra charge - Federal 1040, 1120, 1102S, 1065, 1041, 990 and 5500; all individual states and many business states
  • Sales & use tax forms
  • Payroll Compliance Reporting program, including federal, state and local payroll forms. E-file 94x series, 1099s, 1098s, W-2s and more at no extra charge.
  • Tax Research - CCH® U.S. Master Tax Guide® (print, online & mobile)
  • Tax Research - Tax Prep Partner 1040 Lite (online & mobile), available in Fall 2014 with detailed explanations from the experts at CCH, real-world examples, cautions, compliance tips and more
  • Free on-boarding webinar from our expert Orientation team.

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!

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