CCH Small Firm Services —TaxWise Client Write-Up & ATX Client Write-Up

INTEGRATION, IMPORT/EXPORT - 4.5 Stars
For data transfer to year-end returns, Client Write-Up integrates directly with the firm’s TaxWise or ATX tax application, and the program offers import of client GL data from QuickBooks, Peach-tree and CSV formats. Client Write-Up also offers integration with the PayCycle online professional payroll system.

SUPPORT, TRAINING & HELP SYSTEM - 4.5 Stars
In addition to the expected index-based Help utility and topics, the program provides a full electronic User Guide, Setup Checklist and a Year-End Guide that provides tips for performing quarterly and year-end tasks, information on regulatory and tax changes, as well as program changes. Training is required with the initial purchase of the system ($89), but technical support is free. The support websites for ATX and TaxWise offer additional materials, program updates and support options, including a host of training and CPE-eligible training opportunities.

RELATIVE VALUE - 4 Stars
For practices that have been traditionally focused on tax compliance, but perhaps now are looking for a more consistent year-round client relationship, the Client Write-Up systems available for ATX and TaxWise offer an intuitive and cost-effective means of establishing write-up services. With good import functions and integration with the firm’s ATX or TaxWise compliance system, Client Write-Up provides broad reporting, customizable financials and capable after-the-fact payroll that can be turned into a full, live payroll system.

2008 Overall Rating: