Tax Software Survey: ATX 1040 Office

Click here for a PDF of detailed survey responses for ATX 1040 Office.

Tax program name ATX 1040 Office
Vendor name CCH Small Firm Services
Telephone 800-728-9776
E-mail address
Web site
Price on Federal 1040 $635.00

Is this an increase from last year? By how much?

Renewal price $571.50
State price Includes all states and local individual forms.
State renewal price Included
Pay-per-return pricing


Additional cost for E-filed returns

100 free, then $3.00 federal, $2.00 state, or $200 unlimited.

Online version? Cost? No


Toll-free telephone



Tax Season :
Monday – Friday  7:30 a.m. – 12:00 a.m.
Saturday  8:30 a.m. – 6:00 p.m.
Sunday  1:00 p.m. – 4:00 p.m. (first 4 Sundays)


Monday – Friday  8:00 a.m. – 6:00 p.m.

E-mail support? Yes
IM/chat? No
Other? Please specify

Fax and online knowledge bases articles.

Do you offer organizers? Yes
Client letters Included
Client portals Yes, Site Builder for $695.00
Does your software integrate with other products?
Which ones?

Yes, ATX Client Write-Up, Trial Balance, Fixed Asset Manager, Document Manager, Scan & Fill

New features added to your software for this year

New research platform: IntelliConnect. Automatic updating of software and forms, import for stock transactions for scheduled D, form level help, additional mini-organizers, and much more.


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Practitioners need to consider several tax planning opportunities to review with their clients before the end of the year. This report offers strategies for individuals and businesses, as well as recent federal tax law changes affecting this year’s tax returns.


News quiz: Retirement planning, tax practice, and fraud risk

Recent reports focused on a survey that gauges the worries about retirement among CPA financial planners’ clients, a suit that affects tax practitioners, and a guide that offers advice on fraud risk. See how much you know with this short quiz.


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As you weather the dog days of summer, it’s a good time to make sure your cybersecurity structure can stand up to the heat of external and internal threats. Here are six steps to help shore up your systems.