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Posted

Of the preparers on this board, most of the ones that have switched (including myself) have changed from ATX to Drake.

I am curious, why did you decide to switch from Drake to ATX?

Posted

I switched from Drake to TaxWorks to ATX, and each step was a big step up.

The ATX conversion was very rudimentary for us. ATX just need PDFs of every return and mostly just imported names, addresses and SSNs. All assets had to be entered manually.

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