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September 14, 2011

CCH Small Firm Services — ATX & TaxWise Payroll Compliance Reporting

800-375-9542 www.ATXinc.com  www.TaxWise.com    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... Read more »

Isaac M. O'Bannon

800-375-9542

www.ATXinc.com 

www.TaxWise.com 

 

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

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Isaac M. O'Bannon

Isaac M. O'Bannon

Managing Editor

Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. . Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy groundforces veteran (never a SEAL). Email: isaac.obannon - @ - cpapracticeadvisor.com . Isaac OBannon 2019 Cropped Small Headshot