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Benefits and Insights

Why use ATX MAX?

Key differentiators & advantages of ATX MAX

  • Quickly find the form you need using filter and search features    
  • Save time by importing Schedule D transactions directly from broker-issued spreadsheets    
  • Transfer K-1 information from 1041, 1065 and 1120S returns prepared with ATX directly to the individual and business returns    
  • Import trial balance data from ATX trial balance and Client Accounting Suite programs    
  • Add notes to any field for review or as permanent flags that rollover from year to year    
  • Open up to three returns at once    
  • Print PDFs and paper copies of tax returns with one click 
  • Intuitive design created by tax and accounting professionals like you    
  • Access expert online research from CCH with one click    
  • Easily identify e-filing errors, omissions, overridden entries and more with powerful diagnostics    
  • Get quick answers with the robust and easily accessible program help    
  • Consult government instructions from within the tax program    
  • Simplify tax return management and workflow using the flexible Return Manager    
  • Personalize client relationships with custom engagement letters, filing letters, reminders and other documents    
  • Customize print settings and add watermarks to customer copies of returns    
  • For client review and distribution, print PDF copies of tax returns directly to PortalSafe™, our secure, cloud-based file sharing system    
  • For permanent storage, print PDF copies of returns directly to PaperlessPLUS™, providing fully integrated digital document management and workflow    
  • Share client data with Fixed Asset Manager and Client Accounting Suite™    
  • Easily consult line-by-line tax research from the experts at CCH® by upgrading to Tax Prep Partner 1040 or Standard Bundle 
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