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What is Expert Tax?

Expert Tax was founded to transform the burdensome and inefficient method of manual tax preparation. The motivation for this groundbreaking solution emerged from the experiences of CEGsoft’s Founder and CEO, who faced the difficulties associated with conventional tax filing during the busy tax season. This experience led to the development of a user-friendly software that optimizes the tax preparation process. CEGsoft boasts a team that excels in technology while prioritizing customer satisfaction, continuously adapting to changing trends to provide tools that ensure a hassle-free tax season. Users can utilize this service from any location globally, as long as they have access to an internet-connected device. Their data is safeguarded by multiple encryption layers, and the systems adhere to security standards established by the FTC, IRS, and Puerto Rico's Department of Treasury. With swift calculations and improved navigation, the cloud-based platform eliminates the need for manual updates, simplifying the tax season experience significantly. By doing so, Expert Tax is committed to transforming the way individuals and businesses manage their tax responsibilities, ultimately aiming for a more efficient financial future.

What is ATX?

ATX stands out as a highly accessible and all-encompassing tax software tailored specifically for CPAs and small accounting firms, featuring a user-friendly, forms-driven interface supported by an extensive collection of tax documents. This software caters effectively to both individual tax preparers and small teams, facilitating a quick setup process. With an emphasis on user experience, it simplifies the processing and e-filing of returns, significantly reducing the likelihood of errors. Boasting access to over 6,000 tax compliance forms, ATX incorporates integrations that allow for the smooth importation of tax data and easy file sharing with clients. The Check Return feature enables users to quickly spot e-filing errors, omissions, and other problems. Moreover, the Refund Meter allows for real-time tracking of refunds or any outstanding balances, enhancing client communication. Transitioning between different forms is made easy through the Page, Worksheet, and Form tabs, which provide a clear navigation path. The software accommodates a variety of federal, state, and local returns, including key forms such as 1040, 1120, 1120S, 1065, and 1041 along with their associated schedules, establishing it as a flexible solution for tax professionals. Overall, ATX not only optimizes the tax preparation workflow but also guarantees accuracy and efficiency, making it an essential tool for all users in the field. Additionally, its continuous updates ensure that users are always equipped with the latest tax regulations and compliance requirements.

Media

Media

Integrations Supported

8am CPACharge
Cloudwalks
Jiva
Kinective Bridge
Microsoft Excel
QuickBooks Online
QuickBooks Online Advanced
Sage 50
SmartVault
Truss
UltimateTax

Integrations Supported

8am CPACharge
Cloudwalks
Jiva
Kinective Bridge
Microsoft Excel
QuickBooks Online
QuickBooks Online Advanced
Sage 50
SmartVault
Truss
UltimateTax

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$597
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CEGsoft

Company Location

United States

Company Website

experttax.com/home/

Company Facts

Organization Name

Wolters Kluwer

Date Founded

1987

Company Location

Netherlands

Company Website

taxna.wolterskluwer.com/professional-tax-software/atx

Categories and Features

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Categories and Features

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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