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CCH Small Firm Services — ATX & TaxWise Document Manager





2011 Overall Rating 4.75


Best Firm Fit:

If you are using either the ATX or TaxWise tax and/or accounting software applications, then the Document Manager is a natural choice simply because of the direct integration with those applications.


  • Integrated suite of small firm tax & accounting applications
  • Integrated file archiving feature
  • Companion Scan&Fill application for automating the 1040 scanning process

Potential Limitations:

  • Only available as an “on-premise” solution with no hosting option available
  • No direct integration with MS Office, other than Outlook for e-mail

Executive Summary & Pricing

The ATX & TaxWise Document Manager is a natural solution for firms that are using the respective tax preparation packages. When you bundle it with the Scan&Fill application to automate your scanning and data-entry process, the value proposition becomes even more compelling. At a price of $490, the return on investment comes pretty quickly.

Product Delivery Method:

_X_ On-Premises

___ SaaS

___ Hosted by Vendor


Core Product Functions/Features 5

Integration 4.75

Advanced Functionality 4.5

See inside July 2011

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