CPA_Practice_Advisor_June_2020 - 15

TAX PREP SYSTEMS: REVIEW
TaxSlayer Pro
TaxSlayer Pro is the professional version of the
commercial product, TaxSlayer. TaxSlayer Pro offers
on-premise and cloud applications
STRENGTHS:
and is better suited for firms that
* Intuitive user interface
* On-premise or web
prepare a high number of returns.
accessibility
TaxSlayer Pro currently offers
* Mobile app available
three plan options: Classic, PrePOTENTIAL LIMITATIONS:
mium, and Web, with all editions
* Does not offer tax planning
capability
offering individual and business
* No integration with
tax preparation and filing options.
third-party accounting or tax
WHAT'S NEW
applications
The latest version of TaxSlayer
Pro allows users to file individual returns using the
on-premise application or directly from the cloud.

www.taxslayerpro.com
PRODUCT FEATURES
TaxSlayer Pro's user interface includes a grid for
access to tax returns, e-file returns, the help center,
and the print returns option. To the right of the grid
is a quick menu that offers access to other system
features. There is a series of colorful icons at the
top of the screen that provide access to features like
appointments, client status, and e-file status.
Users can select a client from the client list or add
a new client to the application. TaxSlayer Pro mirrors
the tax form during the entry process, with a menu
to the left of the screen that allows users to skip to
a specific area within the form. A form finder is on
the bottom left side of the screen with any diagnostic

2020 OVERALL RATING

4.5

4.75

make it easier for clients to complete the entire tax
preparation process without having to use a desktop
computer. The TaxWise Mobile Interface provides
clients with the ability to share tax documents by
simply snapping a photo. Clients can also sign and
return Form 8879 using the mobile app. The Mobile
Interface also includes a taxpayer interview option,
so clients can easily complete an online interview
directly from their mobile device. TaxWise Online
has also continued to enhance integration options
between TaxWise and other CCH applications, with
system security options being updated as well.
Another addition is the option to send emails to clients
directly from TaxWise Online.

Read the full review for
this product online at:

www.CPAPracticeAdvisor.com/
21140114

also a variety of 1040 updates made, including the
consolidation of schedules. Going forward, ATX will
not be supported on Windows 7 operating system.
PRODUCT FEATURES
ATX offers easy system navigation, with users able to
access clients, return type, and e-file status, as well
as application features such as the Return Manager,
Rollover Manager, E-File Manager, and Bank Manager.

Wolters Kluwer TaxWise https://taxna.wolterskluwer.com/professional-tax-software/taxwise
TaxWise Online from Wolters Kluwer is a scalable
cloud-based tax compliance application well-suited
for small to mid-sized firms that
STRENGTHS:
process federal and state indi* Intuitive user interface
* Excellent help and support
vidual forms for clients. For firms
resources
that process both individual and
* Offers a mobile plan
business returns, TaxWise offers
POTENTIAL LIMITATIONS:
an on-premise application that can
* Limited tax planning
* No mobile app
be installed on a local workstation
or network.
WHAT'S NEW
One of the biggest additions to TaxWise Online is the
TaxWise Mobile Interface, which integrates seamlessly
with TaxWise Online. The mobile app is designed to

2020 OVERALL RATING

4.75

Read the full review for
this product online at:

www.CPAPracticeAdvisor.com/
21140122

PRODUCT FEATURES
The TaxWise Online interface is clean and uncluttered, with options at the top of the screen for the user
dashboard, tax returns, e-filing, and reports. In the tax
return screen, users can access various forms or the
interview option, and there is an option to toggle back
and forth between the two. The menu bar includes
a series of tabs that provide access to Client Letters,
Client Notes, Diagnostics, Print Return, Check Return
Status, Send Email, Text Messages, and Message.

JUNE 2020 ■

www.CPAPracticeAdvisor.com

TRADITIONAL WORKFLOW SYSTEMS

tion hosted on a cloud server for anytime/anywhere
system access.
WHAT'S NEW
ATX recently added integration with QuickBooks
Online, as well as enhanced integration with CCH
iFirm applications, which allows users to upload and
download documents from any device including smart
phones and tablets.
ATX includes a number of system improvements
including the enhancement of the Qualified Business
Interest (QBI) deduction. ATX blog posts have been
integrated directly into the application under the
News Feed, and the product has also added a Payroll
Compliance Report in the 2019 edition. There is

www.CPAPracticeAdvisor.com/
21140116

errors listed at the bottom of the form.
TaxSlayer Pro supports all individual federal and
state forms as well as related tax schedules. A variety
of business forms including 706, 709, 990, 1041, 1065,
1120, 1120S, and 5500 are available in TaxSlayer Pro
(Classic and Premium versions) as well.
The application includes unlimited e-filing of all
forms, with users able to manage all e-filed forms
directly from the client status screen.

Wolters Kluwer ATX Tax https://taxna.wolterskluwer.com/professional-tax-software/atx
ATX from Wolters Kluwer is a tax compliance
application that is best suited for small to mid-sized
accounting firms that typically
STRENGTHS:
* Good integration with other process uncomplicated returns.
CCH applications
ATX currently offers multiple
* Scalable, with five plans
tax packages including Pay-Peravailable
Return, 1040, MAX, Total Tax
*Easy, intuitive system
navigation
Office, and Advantage editions,
* QuickBooks Online
with each package offering a variintegration
ety of features and functionality.
POTENTIAL LIMITATIONS:
ATX is designed to be deployed
* Limited tax planning
as an on-premise application,
* No mobile app
with Windows 8.1+ required for
installation. Users can also opt to have the applica-

Read the full review for
this product online at:

http://www.taxslayerpro.com http://www.CPAPracticeAdvisor.com/21140116 https://taxna.wolterskluwer.com/professional-tax-software/atx http://www.CPAPracticeAdvisor.com/21140114 https://taxna.wolterskluwer.com/professional-tax-software/taxwise http://www.CPAPracticeAdvisor.com/21140122 http://www.CPAPracticeAdvisor.com

CPA_Practice_Advisor_June_2020

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