Wolters Kluwer Tax & Accounting Adds New Customer Engagement Features to ATX™ Professional Tax Software

Time saving additions lead to enhanced customer experience

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.

“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.”

ATX™ eSignature

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. 

ATX™ Enhanced Support

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.

New features will improve preparer productivity

“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. 

To read the full press release, click here.

About Wolters Kluwer Tax & Accounting

Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.

Wolters Kluwer reported 2019 annual revenues of €4.6 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 19,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.

Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt (ADR) program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

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Media Contact

MARISA WESTCOTT
212-771-0853
Marisa.Westcott@wolterskluwer.com

AUTHOR

Wolters Kluwer Tax and Accounting

Wolters Kluwer Tax and Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency. Wolters Kluwer Tax and Accounting is part of Wolters Kluwer N.V. (AEX: WKL), a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2016 annual revenues of €4.3 billion. The company, headquartered in Alphen aan den Rijn, the Netherlands, serves customers in over 180 countries, maintains operations in over 40 countries and employs 19,000 people worldwide. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

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