888-455-0183; www.atxinc.com
888-455-0182; www.taxwise.com
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.
Strengths:
- 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
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Tags: Technology
