CPA Practice Advisor - 14

REVIEW: PRO TAX PREPARATION SYSTEMS
ATX from Wolters Kluwer
https://taxna.wolterskluwer.com/professional-tax-software/atx
ATX from Wolters Kluwer is a tax compliance application that is well suited
for small to mid-sized accounting firms
that typically file fairly uncomplicated
returns. ATX also offers excellent tax
law research capability that integrates
with the core tax preparation system
and can be accessed from a desktop/

server environment or from a mobile
device. ATX currently offers multiple
tax packages including Pay-Per-Return,
1040, MAX, Total Tax Office, and
Advantage editions; with each package offering a variety of features and
functionality.
Designed as an on-premise applica-

tion, ATX can be installed on a standalone desktop system, workstation, or
network server, with Windows 8.1+
required for installation. ATX recently
added integration with QuickBooks
Online, as well as better integration
capability with CCH iFirm applications.
ATX currently offers five packages:
ATX Pay-Per-Return, which is $569; a
1040 Package costing $759; the MAX

Drake Tax
TRADITIONAL WORKFLOW SYSTEMS

www.drakesoftware.com
Drake Tax from Drake Software is
well-suited for small to mid-sized
accounting firms that process a high
number of individual and business
returns for clients. As a winner of
CPA Practice Advisor's Reader's Choice
Awards since 2004, Drake Software
offers tax compliance, document
management, organizers, and practice
management capability. Drake Tax can

be deployed on-premise or accessed as
a hosted desktop solution. For those
only preparing 1040 returns, Drake
Zero and Web1040 are available, with
both products offering web-based form
preparation.
Drake Tax offers several tax
package options, including the Power
Bundle, which includes Drake Tax
Unlimited and Drake Accounting.
The Power Bundle is currently priced

at $1,695. Drake Tax Unlimited can also
be purchased separately for $1,595,
with the option to add Drake Accounting Pro at a later time. A pay-per-return
option is also available which runs
$330 for 15 returns, with additional
returns $22.00 each. For firms that
process 1040 returns exclusively, Drake
Software offers Drake Zero for firms
with a single location and Web1040,
for firms with multiple locations. Both

Intuit ProConnect Tax Online
https://proconnect.intuit.com/tax-online
ProConnect Tax Online is best suited
for smaller firms that process fewer
than 300 tax forms per year. ProConnect Tax Online supports both individual and business returns through an
online platform that can be accessed
from PCs, Macs, and smart phones and
tablets.
ProConnect Tax Online offers an
intuitive user interface with a variety

of features and functions designed to
streamline the tax preparation process,
including a split view screen, which
allows users to view data entry fields
and tax forms side by side. Also available is a summary view, which allows
users to view a summary of current
and prior year taxes for each client.
Pricing includes federal, state,
multi-state, and municipal e-filing,

with pricing per return. For 1040 filing, 1-9 returns are $44.98 each; 10-49
returns are $39.98 each; and 50-99
returns $34.98 each, with special
pricing available for more than 100
returns. Business return pricing is
currently $56.23 each for 1-9 returns;
$49.73 each for 10-49 returns, and
$43.73 each for 50-99 returns, with
special pricing available for more than
100 returns. Business pricing includes

Intuit ProSeries Tax
https://proconnect.intuit.com/proseries/
ProSeries Tax from Intuit is well-suited
for small to mid-sized accounting
firms that prepare both individual and
business returns for clients. ProSeries
currently offers two plans: ProSeries
Basic for firms handling 1040 forms
exclusively, and ProSeries Professional, for firms that regularly handle
both 1040 forms and business forms.

14

JUNE 2019 ■

The Professional edition of ProSeries
Tax also allows users to import data
directly from QuickBooks Desktop
applications into the tax software.
ProSeries Tax is available as a
desktop or network application that
can be installed on workstations, and
does not currently offer cloud access
or mobile apps.

www.CPAPracticeAdvisor.com

ProSeries Basic is for those that prepare individual returns exclusively, and
ProSeries Professional is for firms that
process both individual and business
returns. Basic Unlimited, which offers
processing for an unlimited number of
1040 forms, is $1,109 per year, while
1040 Complete, which supports both
1040 returns along with business
returns, is currently priced at $1,899.00

4.75

2019
OVERALL
RATING

Package at $1,789; Total Tax Office,
which is $2,599; and Advantage, which
is $4,269. Various add-on applications
are also available from ATX, with all
priced separately.

Read the full review
for this product online at:
www.CPAPracticeAdvisor.com/
21081479

5

2019
OVERALL
RATING

applications are offered online and
are mobile friendly for easy access
with a smart phone or tablet. Drake
also includes free, online training and
technical support.

Read the full review
for this product online at:
www.CPAPracticeAdvisor.com/
21081495

4.25

2019
OVERALL
RATING

preparation of forms 1041, 1065, 1120,
1120S, 990, and 709. Those interested
can download ProConnect Tax Online
at no cost, only paying when forms are
filed.

Read the full review
for this product online at:
www.CPAPracticeAdvisor.com/
21081494

4.5

2019
OVERALL
RATING

per year. A Pay-Per-Return option is
also available, as is the Choice 200 plan
which is priced at $1,549 per year, and
is designed for firms that process less
than 200 returns annually.

Read the full review
for this product online at:
www.CPAPracticeAdvisor.com/
21081490


https://taxna.wolterskluwer.com/professional-tax-software/atx http://www.CPAPracticeAdvisor.com/21081479 http://www.drakesoftware.com http://www.CPAPracticeAdvisor.com/21081495 https://proconnect.intuit.com/tax-online http://www.CPAPracticeAdvisor.com/21081494 https://proconnect.intuit.com/proseries/ http://www.CPAPracticeAdvisor.com/21081490 http://www.CPAPracticeAdvisor.com

CPA Practice Advisor

Table of Contents for the Digital Edition of CPA Practice Advisor

2019 Most Powerful Women in Accounting
2019 Product Review - Tax Preparation Systems
From the Editor: Change is in the Air
The Millennial Advisor: Gone!?!
The 21st Century Accountant: The Four Stages of Robotic Process Automation
From the Trenches: Do Your Best Leadership
The Leadership Advisor: How to Adapt Our Habits to Create Stronger Connections at Work
The Staffing & HR Advisor: How to Quit Your Job Gracefully
Lean Six Sigma Advisor: 4 Steps to Ensure a Return on Your Technology Investment
Bridging the Gap: Automation is Here. How Are You Leveraging It?
Protect & Build Wealth Through Captive Insurance
How Simplification Has Complicated the Tax Office of the Future
Apps We Love: Legal Services
Can Employers Make Direct Deposit Mandatory?
Think Twice Before Not Paying Summer Interns
How to Gain Law Firm Clients With Clever Marketing
How to Set Up the Chart of Accounts for Law Firm Clients
Resources for the Law Firm Accountant
The ProAdvisor Spotlight: Next Day Funding for ACH: Powerful Payment Processing that Drives Prosperity
Don't Delay Implementing New Revenue Recognition Standard
AICPA News
How to Prepare for Summer and Not Leave Your Business Stranded
CPA Practice Advisor - 1
CPA Practice Advisor - 2
CPA Practice Advisor - 3
CPA Practice Advisor - From the Editor: Change is in the Air
CPA Practice Advisor - 5
CPA Practice Advisor - 2019 Most Powerful Women in Accounting
CPA Practice Advisor - 7
CPA Practice Advisor - Protect & Build Wealth Through Captive Insurance
CPA Practice Advisor - 9
CPA Practice Advisor - 2019 Product Review - Tax Preparation Systems
CPA Practice Advisor - 11
CPA Practice Advisor - 12
CPA Practice Advisor - 13
CPA Practice Advisor - 14
CPA Practice Advisor - 15
CPA Practice Advisor - 16
CPA Practice Advisor - How Simplification Has Complicated the Tax Office of the Future
CPA Practice Advisor - Can Employers Make Direct Deposit Mandatory?
CPA Practice Advisor - Think Twice Before Not Paying Summer Interns
CPA Practice Advisor - Resources for the Law Firm Accountant
CPA Practice Advisor - 21
CPA Practice Advisor - Apps We Love: Legal Services
CPA Practice Advisor - The Millennial Advisor: Gone!?!
CPA Practice Advisor - The 21st Century Accountant: The Four Stages of Robotic Process Automation
CPA Practice Advisor - The ProAdvisor Spotlight: Next Day Funding for ACH: Powerful Payment Processing that Drives Prosperity
CPA Practice Advisor - From the Trenches: Do Your Best Leadership
CPA Practice Advisor - 27
CPA Practice Advisor - The Leadership Advisor: How to Adapt Our Habits to Create Stronger Connections at Work
CPA Practice Advisor - The Staffing & HR Advisor: How to Quit Your Job Gracefully
CPA Practice Advisor - Don't Delay Implementing New Revenue Recognition Standard
CPA Practice Advisor - AICPA News
CPA Practice Advisor - Lean Six Sigma Advisor: 4 Steps to Ensure a Return on Your Technology Investment
CPA Practice Advisor - How to Prepare for Summer and Not Leave Your Business Stranded
CPA Practice Advisor - Bridging the Gap: Automation is Here. How Are You Leveraging It?
CPA Practice Advisor - 35
CPA Practice Advisor - 36
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