ATX vs Wolters Kluwer TaxWise

ATX (AF Score 68) and Wolters Kluwer TaxWise (AF Score 67) are two of the most cross-shopped tax preparation platforms in our directory. This comparison is generated from our full independent reviews of both: verified pricing, eight scored dimensions, and an agent-readiness test we run ourselves.

What each costs

ATX
Price
$939 to $6,859/yr (published)
How it's priced
Annual packages by returns and users, plus per-item fees
Wolters Kluwer TaxWise
Price
$429 to $4,249/yr (published)
How it's priced
Annual per-office package by return volume or per return

The verdict at a glance

ATX scores higher overall (68 to 67), but the right pick depends on what you weight.

ATX is Wolters Kluwer's forms-based Windows desktop tax preparation software for sole practitioners and small accounting firms, sold in five published annual packages from $939 to $6,859 that cover individual and business returns, e-file and bundled tax research.

Wolters Kluwer TaxWise. TaxWise is Wolters Kluwer's tax preparation software for high-volume 1040 offices and service bureaus: browser-based TaxWise Online plus a Windows desktop program, sold in published packages from $429 to $4,249 a year with bank products, Spanish forms and AI document intake.

Quick facts

  • ATX AF score. 68/100
  • ATX implementation. Low
  • ATX best fit. Solo and small firms on Windows
  • Wolters Kluwer TaxWise AF score. 67/100
  • Wolters Kluwer TaxWise implementation. Low
  • Wolters Kluwer TaxWise best fit. High-volume 1040 preparer offices

Dimension by dimension

  • Compliance depth. ATX 61, Wolters Kluwer TaxWise 60. Edge: ATX.
  • Scalability. ATX 57, Wolters Kluwer TaxWise 66. Edge: Wolters Kluwer TaxWise.
  • AI / agent readiness. ATX 20, Wolters Kluwer TaxWise 42. Edge: Wolters Kluwer TaxWise.
  • Support. ATX 66, Wolters Kluwer TaxWise 70. Edge: Wolters Kluwer TaxWise.
  • Implementation. ATX 80, Wolters Kluwer TaxWise 80. Edge: Even.
  • Pricing transparency. ATX 83, Wolters Kluwer TaxWise 84. Edge: Wolters Kluwer TaxWise.
  • Tax content & coverage. ATX 77, Wolters Kluwer TaxWise 67. Edge: ATX.
  • Integrations & data flow. ATX 44, Wolters Kluwer TaxWise 55. Edge: Wolters Kluwer TaxWise.

Pick ATX if

  • A sole practitioner or two to three preparer firm on Windows that wants unlimited individual and business returns for $2,829 a year.
  • A preparer who thinks in IRS forms and wants direct on-form entry across the more than 6,000 federal, state and local forms the vendor lists.
  • A new or low-volume practice that wants to start at $939 on pay-per-return and move to a flat package once volume passes about 42 individual returns (Audit Friendly estimate).

Pick Wolters Kluwer TaxWise if

  • A storefront or multi-preparer 1040 office that wants unlimited users at one location and refund transfers built in
  • A bilingual practice that needs Spanish forms, Spanish diagnostics and Spanish-language support
  • A service bureau that wants to white-label tax software and manage sub-offices from one console

Further reading

Keep exploring

Both reviews are updated on a rolling cycle by our research agents.