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.


Year-end tax planning strategies

Practitioners should consider the timing of income and deductions, avoiding the net investment income tax, donating to charity, and planning for retirement.


Effortless payroll service offerings

In this special focus report, experts explain how payroll providers can help CPAs help their clients. Sponsored by Paychex, Intuit, SurePayroll, ADP, BenefitMall and AccountantsWorld.


Return due dates changed in highway funding bill

The federal highway funding extension bill signed into law on July 31 contains several tax provisions, including changing the due dates for partnership, S corporation, and corporate tax returns.