CCH Small Firm Services — ATX & TaxWise Payroll Compliance Reporting

 

2011 Overall Rating 4.5

Best Fit

Small and mid-sized tax and accounting practices seeking to broaden their client services by offering year-end compliance, particularly those using solutions from CCH Small Firm Services for tax preparation and write-up.

Strengths

• Integration with professional tax package.
• Strong federal & state support, including e-filing.
• Library of more than 500 local & 1,200 misc state forms.
• Good client management views & oversight.
• Excellent support & training options.

Potential Limitations

• Client invoicing is through tax package.

 

Summary & Pricing

Payroll Compliance Reporting is best designed for small and mid-sized firms that want to add year-end information reporting to their client services. It can also be used as a stand-alone product. The system integrates well with the vendor’s ATX tax software and offers import from QuickBooks and Sage Peachtree. It also offers comprehensive forms support at the federal and state levels with e-filing included. Payroll Compliance Reporting costs $349 per year. 

Product Delivery Methods

_X_ On-Premises

___ SaaS

_X_ Hosted by Vendor

 

Basic System Functions 4.5

Reporting 4.5

Import/Export Capabilities 4.25

Help/Support 5