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Wolters Kluwer Tax & Accounting Helps Firms Enhance Customer Engagement with New Additions to its ATX™ Professional Tax Software

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Today, Wolters Kluwer Tax & Accounting announced that customers of its ATX™ professional tax software now have access to a timesaving ATX™ eSignature solution that eliminates the need to print out tax returns so taxpayers can conveniently sign documents from anywhere. Coupled with enhanced support options that enable tax preparers to easily receive product support without ever leaving the tax return, these enhancements help firms be more effective and productive while elevating the experience for their clients.

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“With eSignature, the days of printing out documents, guiding the client through the signature process, and manually storing the signed documents securely are over,” said Jim McGinnis, EVP and General Manager, US Professional Market, Wolters Kluwer Tax & Accounting North America. “ATX™ eSignature simplifies the process by allowing preparers to send a digital copy of the tax return to the client who can then sign electronically from anywhere, at any time.”

The ATX™ eSignature feature is built into the ATX™ software and users can sign up with DocuSign within this solution. In addition, ATX™ users also now have access to product support within the software so tax preparers no longer need to disrupt their workflow and leave the return, in order to contact product support.

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ATX™ Enhanced Support provides preparers with easy access to product support and eliminates the need to wait on hold when they have questions. With just a click of a button in the solutions toolbar, tax preparers can use in-app chat functionality to speak with a product specialist; a Remote Support tool is also available to them if additional assistance is needed.

“As a preparer, everything that I have ever needed to do, I have always been able to do within ATX™. This year has exceeded my expectations. The new enhancements have allowed my firm to increase revenue and save time,” said Ann Smith, Sole Proprietor. “ATX™ eSignature provides me with a new income stream while adding convenience for me and my clients. The In-App support tools have also saved me a lot of time on those few occasions when I have questions. Time savings equals money savings.”

With its ATX™ solutions, Wolters Kluwer Tax & Accounting is committed to continue providing tax and accounting professionals with easy to use, complete professional tax software by introducing new features that help firms increase productivity and make the lives of preparers much easier.

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