Thinking of Switching to ATX

[badcpa]

I am considering switching to ATX from Lacerte.   Is there any problems with ATX that I should know about?

[BulldogTom]

I have not used Lacerte, but from my understanding, you will be losing a lot of bells and whistles.   But getting away from Intuit can't be a bad thing.

ATX user since 2000.

Tom
Longview, TX

[DANRVAN]

I have been using ATX for about 20 years and have no reason to switch.

[schirallicpa]

I too have had ATX for 20 some years.  I actually tried out Drake and didn't like it.  ATX is a good software for a small business.  I like that I input from a screen that looks like the form.  But I started out old school filing in the blanks on a tax return by pencil.  So I feel comfortable using the forms and not relying on input prompts.   I haven't had any complaints (since that little issue in 2012.....)  (2012?)  (The older users will know.....)

 

[Lee B]

I left ATX due to problems related to business entity returns.

I see you are from ID.  ATX has a long history of giving less attention to smaller states.

I know the last year I used ATX, the users from MT and HI didn't have all of their forms until the last week of February or the beginning of March.

If your practice needs tax software that's ready to go as soon as tax season opens, then ATX may not be for you.

[RitaB]

On 6/18/2022 at 12:36 PM, schirallicpa said:

I too have had ATX for 20 some years.  I actually tried out Drake and didn't like it.  ATX is a good software for a small business.  I like that I input from a screen that looks like the form.  But I started out old school filing in the blanks on a tax return by pencil.  So I feel comfortable using the forms and not relying on input prompts.   I haven't had any complaints (since that little issue in 2012.....)  (2012?)  (The older users will know.....)

 

Same here.  

[Slippery Pencil]

You're taking a huge step down.  Why are you thinking of switching?  How much are you paying for Lacerte?  How many returns do you prepare? 

[BLACK BART]

On 6/18/2022 at 12:36 PM, schirallicpa said:

I too have had ATX for 20 some years.  I actually tried out Drake and didn't like it.  ATX is a good software for a small business.  I like that I input from a screen that looks like the form.  But I started out old school filing in the blanks on a tax return by pencil.  So I feel comfortable using the forms and not relying on input prompts.   I haven't had any complaints (since that little issue in 2012.....)  (2012?)  (The older users will know.....)

 

 

On 6/20/2022 at 2:56 PM, RitaB said:

Same here.  

Same here, here.

[FDNY]

Same here, here, here.  While there have been issues in the past, I must say the program has been working well for me the last few years.  

[WITAXLADY]

I have had ATX for over 20 years - many times I swear I am going to switch - but their service has been incredible the last couple years - and the issues we have had - were mostly related to single glitches with a client, not overall.

It has all the forms I need - I do about 70 S corps and about 800 total returns. I have tried a few others but do not like the format nor the price.

This is easy to teach  - even to remote preparers. and it does have the interview available.

It has "lost" some features I dearly loved - calculator in the line, cannot open more than 1 return in the current year, - can in prior years!

Compared to another program I had, I wish it had a timer on!!

I have even stepped down a version as I did not need all the extras. I think!

D

[mcb39]

I have been with them from the beginning and really don't plan on ever leaving.  Overall, I am very happy with the program and my sales rep is the sweetest ever.

[joanmcq]

I can open more than one return.  Maybe it’s the stepped  down version?

[Lee B]

I believe the number of returns that you can open depends on the amount of useable RAM available in your computer at that moment.

[mcb39]

I can open more than one return.  Maybe it’s the stepped  down version?

I can open more than one return, but never more than 2 and never later in the day.  You are supposed to be able to open 3.

[Abby Normal]

You can open two tiny returns, but two average size returns or a large and a small return. But for me, having two returns open at once is something I need about 1% of the time.