ATX™ Tax Reviews & Product Details

Drake Tax is comprehensive, all-in-one professional tax software.

IRS Solutions is a web-based software to assist the tax professional in dealing with the IRS tax resolutions.

Tax Stack AI is an AI-powered SaaS solution designed for small-sized accounting firms. It helps streamline tax research, client management, and document analysis, providing a centralized platform for reviewing financial data, tracking client activity, and generating actionable insights. Built specifically for smaller firms and solo practitioners, Tax Stack AI integrates accounting-specific AI tools without the complexity or high cost of enterprise software. Tax Research: Tax Stack AI’s tax research functionality is trained on authoritative sources, providing accurate answers to complex tax questions and scenarios. Users can quickly analyze tax regulations, explore client-specific situations, and generate actionable recommendations. The AI is designed to reduce time spent on manual research while improving accuracy and reliability, answers questions using trusted, up-to-date sources, supports complex tax planning scenarios, and reduces hours spent on manual research. Client Insights and Management: The platform provides AI-powered client insights and management tools that track financial activity, identify patterns, and highlight opportunities for advisory services. A client-specific chatbot learns from uploaded documents and client inputs to provide context-aware guidance and interactive support, offering personalized client analysis and insights, tailored recommendations for tax planning and advisory, and interactive support for individual clients. Document Analysis: Tax Stack AI includes automated document analysis for tax returns, financial statements, and other accounting documents. The system checks for errors, inconsistencies, and potential risks, helping users maintain accuracy and compliance through automatic review of client financial documents, highlighting inconsistencies or potential errors, and supporting audit preparation and compliance checks. Security and Workflow Integration: Data security is maintained with industry-standard protections, and the platform consolidates multiple accounting workflows into one interface, simplifying operations and reducing software complexity. Tax Stack AI allows firms to modernize their workflows while maintaining control over sensitive client data, providing a centralized interface for tax research, document analysis, and client management, secure handling of sensitive financial and client information, and is designed for small firms and solo practitioners. Tax Stack AI combines tax research, document review, and client management in one platform, providing small and mid-sized accounting firms with practical AI-driven tools to increase efficiency, improve accuracy, and support more informed advisory decisions.

Powerful, professional tax software that offers prices you'll love & a support team who cares. TaxAct Professional has a legacy of 23 years & over 40 million successfully processed e-files. In addition to this, our software is scalable to ensure it meets your firm's needs. We also proudly offer an easy client data import, fully integrated eSignature, powerful reports/tools, the ability to easily toggle between Q&A + Forms view, bank products, virtual practice offerings, and more.

CrossLink is a comprehensive tax preparation software designed to meet the needs of professional tax preparers handling both individual and business returns. Since 1989, it has been a trusted solution, offering both desktop and online versions to accommodate various business models. CrossLink emphasizes speed, accuracy, and efficiency, providing tools that streamline workflows and enhance productivity during tax season. Key Features and Functionality: - Work-in-Progress Dashboard: Offers real-time status updates on tax returns, IRS acknowledgements, and rejections, enabling preparers to monitor and manage their workload effectively. - Point-and-Shoot Error Correction™: Directs users to specific errors within tax returns, facilitating quick identification and resolution to ensure accuracy. - Multiple Input Modes: Supports both interview-based and forms-based data entry, catering to different preparer preferences and enhancing user experience. - Real-Time Processing: Integrates with leading banks to offer multiple daily transmissions to the IRS, expediting the e-filing process. - Comprehensive Diagnostics: Automatically checks for omissions and inconsistencies in tax returns, reducing the likelihood of errors and ensuring compliance. - Third-Party Integrations: Seamlessly integrates with tools like Zapier for workflow automation and PayJunction for payment processing, enhancing operational efficiency. - Mobile Applications: Provides TaxPass for taxpayers to submit documents and track return progress, and ERO-Go for tax professionals to manage client documents on the go. Primary Value and User Solutions: CrossLink addresses the critical needs of tax professionals by offering a robust platform that simplifies complex tax preparation tasks. Its intuitive interface and error correction tools minimize the learning curve, allowing preparers to focus on delivering accurate and timely services to clients. The software's adaptability, with both desktop and online versions, ensures that it can accommodate various business sizes and models, from single-office setups to multi-location franchises. By integrating with essential third-party applications and supporting mobile solutions, CrossLink enhances operational efficiency, reduces manual tasks, and provides opportunities for additional revenue streams, ultimately contributing to the growth and success of tax preparation businesses.