2010 Tax Software Survey: ATX

ATX 1040 and ATX MAX

Click here for detailed survey responses for ATX 1040.

Click here for detailed survey responses for ATX MAX.

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General Information
Tax program name: ATX
Vendor name: CCH Small Firm Services
Telephone (sales): 888-455-0183
E-mail (sales): sales@atxinc.com
Website: www.atxinc.com
Number of users: 35,000 locations containing smaller tax practices and sole practitioners.
Price on Federal 1040 (new customers):

MAX package retails for $1,154.

1040 package retails for $480.

     Increase from last year? Yes
     By how much?

4% for MAX

17% for 1040

Renewal price:

MAX: $1,039 (10% early season renewal discount).


1040: $432 (10% early season renewal discount).

State price (new customers):

MAX package includes all state and local individual forms and supporting schedules at no additional cost.


1040 package includes up to three states.

     State renewal price:

Included in the cost of the MAX package.

Included in the cost of the 1040 package.

Pay-per-return pricing:

ATX Pay-per-Return System (PRS) retails for $450. ($150 annual license fee + $300 non-refundable deposit toward the first 15 returns)

Additional cost for e-filed returns:

MAX package includes unlimited, electronic-filing of all supported forms at no extra cost.


1040 package: $6 combined federal/state; $4 federal extension or $495 for unlimited e-file.


Pay-per-Return System (PRS) includes federal and state e-filing for no extra charge.

Web/SaaS Version
Do you offer an online/SaaS version? No
Toll free phone: Yes

During tax season, support is available with extended hours. Off season, support is available Monday–Friday 8am–8pm EST.

E-mail support? Yes
IM/Chat? Yes

ATX users have access to our online Knowledge Base, ATX blog, ATX Communities discussion board and Good Morning SFS, and ATX TV, our internet video programs.

Do you offer organizers? Yes
Client letters? Yes
Client portals? No
Does your software integrate with other products?

Yes. ATX integrates with our line of accounting, research and workflow products such as:

  • ATX Client Write-Up Suite
  • ATX Trial Balance
  • ATX Payroll
  • ATX W-2/1099
  • ATX Payroll Compliance Reporting
  • ATX Fixed Manager
  • Tax Prep Partner via IntelliConnect research platform
  • ATX Scan&Fill with Document Manager
  • ATX Document Manager
  • Audit Shield product
  • FeeCollect product
  • Bank Products
New features added to your software for this year:

Program Enhancements

  • Display return work stages such as waiting for review, e-filed, refund received, etc.
  • Track billing via time in return.
  • Import data from ATX created W2s and 1099s into 1040 returns.
  • Enhanced ability to search return data and run reports from Return Manager tabs.


Form Enhancements

  • New Schedule K-1 worksheet for tracking and calculating basis.
  • Automatic calculation and linking of the 6198 to the 1040.
  • Carryover of prior year state taxes paid to Schedule A (1040).


Implement IRS Modern E-file (MeF)

  • Convert Individual, Federal and State returns into the new MeF format.

Additional Comments

ATX has six package options designed for the needs of various tax and accounting firms. 1040, 1040 Office, Max for Business, Max, Total Tax Office and Total Tax & Accounting Office along with the ATX Pay-per-Return System contain different features at different price points.


Our most popular tax package, ATX MAX, provides professionals with the widest range of tax forms available at any price.  MAX comes complete with over 10,000 calculating federal, state and local tax income and sales tax forms. Max also includes unlimited e-filing, toll-free technical support and access to print and online CCH reference materials. As an added bonus, we also include our unique W-2/1099 & Payroll Compliance program.


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