ATX

ATX

Wolters Kluwer
Drake Tax

Drake Tax

Drake Software
+
+

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About

The easiest to use, most complete professional tax software for CPAs and Small Firms. With an easy-to-use, forms-based interface and supported by the industry's largest form library, ATX is ideal for individual preparers and small firms alike. Designed to get you and your support staff up and running as quickly as possible. User-friendly design and features to help you quickly process and e-file returns with minimal errors. A huge library of over 6,000* tax compliance forms. Additional integrations to help you easily import tax information, share files with clients, and more. Identify e-filing errors, omissions, overridden entries, and more with Check Return. Track the refund or balance due with every entry with Refund Meter. Navigate between forms easily using Page, Worksheet, and Form tabs. Federal, state and local returns, including 1040, 1120, 1120S, 1065 and 1041 and corresponding schedules.

About

Drake Tax is loaded with features to help you quickly and efficiently prepare and process your customers’ returns. So you can stay focused on the important stuff — working with clients and building your business. Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Calculation results and full return view just a click away. Mark items in any text box, check box, or amount on a tax form as verified, flagged for review, or noted for review. If information for a verified item changes, DoubleCheck will automatically flag the item it for review. Shortcut keys and macros simplify data entry and reduce keystrokes. Automatic data flow from federal return to state and city returns, with override options. State and city returns generated as needed. Automatic credit for taxes paid to other jurisdictions. Drake Tax also auto-fills from ZIP Code and EIN entries.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

CPAs and small tax firms

Audience

Tax professionals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$597
Free Version
Free Trial

Pricing

$330.00
Free Version
Free Trial

Reviews/Ratings

Overall 1.0 / 5
ease 4.0 / 5
features 3.0 / 5
design 3.0 / 5
support 2.0 / 5

Reviews/Ratings

Overall 4.5 / 5
ease 4.5 / 5
features 4.5 / 5
design 4.0 / 5
support 4.5 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Wolters Kluwer
Founded: 1987
Netherlands
taxna.wolterskluwer.com/professional-tax-software/atx

Company Information

Drake Software
Founded: 1977
United States
www.drakesoftware.com

Alternatives

Alternatives

CrossLink

CrossLink

CrossLink Professional Tax Solutions
CrossLink

CrossLink

CrossLink Professional Tax Solutions
Drake Tax

Drake Tax

Drake Software
Lacerte

Lacerte

Intuit
UltraTax CS

UltraTax CS

Thomson Reuters
UltraTax CS

UltraTax CS

Thomson Reuters
Lacerte

Lacerte

Intuit

Categories

Categories

Corporate Tax Features

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Tax Practice Management Features

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Integrations

Cloudwalks
SmartVault
Truss
UltimateTax
8am CPACharge
Cloud 9 Hosting
Doc.It by IRIS
Jiva
Kinective Bridge
LukkaTax
QuickBooks Online
QuickBooks Online Advanced
Rightworks
Sagenext
Soraban
StanfordTax
TaxDome
Verito

Integrations

Cloudwalks
SmartVault
Truss
UltimateTax
8am CPACharge
Cloud 9 Hosting
Doc.It by IRIS
Jiva
Kinective Bridge
LukkaTax
QuickBooks Online
QuickBooks Online Advanced
Rightworks
Sagenext
Soraban
StanfordTax
TaxDome
Verito
Claim ATX and update features and information
Claim ATX and update features and information
Claim Drake Tax and update features and information
Claim Drake Tax and update features and information