Integrated Products Setup

We're excited that you have chosen Wolters Kluwer's integrated products for this tax season. We've developed this online tool to help simplify the software installation process and to answer questions that you may have.

Client Accounting Suite handles tasks from the simplest to the most complex. The intuitive user interface incorporates powerful capabilities that combine general ledger, Live Payroll, accounts payable, accounts receivable, and financial statement reporting functions.

To install the software, click one of the links below to login in and download:

Once the download is complete, open the software. Enter the Activation Code you received on the Order Confirmation email.

Click on the desktop icon for the module you want to open or click Start, All Programs, and then select CCH Small Firm Services – Client Accounting Suite to select a module.

When prompted to enter the Employee Code, enter demo. No password is required. You may create new employee codes and passwords for your employees. You'll find instructions in the program help or user guide, both available from the Help menu.

The New Client Assistant is designed to walk you step-by-step through setting up your clients in Client Accounting Suite. There are two ways to access this helpful tool:

  1. From the Open Client dialog box, select New Client Assistant from the bottom of the window, or
  2. From within an existing client, select New Client Assistant from the File menu

Detailed instructions on how to use the program are outlined in the User Guide in the program's Help menu.

Client Accounting Suite Premier handles tasks from the simplest to the most complex. The intuitive user interface incorporates powerful capabilities that combine general ledger, Live Payroll, accounts payable, accounts receivable, and financial statement reporting functions. Client Accounting Suite Premier's also integrates with CCH® ProSystem fx® Practice Management and CCH® ProSystem fx® Tax.

To install the software:

  1. Visit your new download site at support.atxinc.com/download/CASP – your new home for CASP software
  2. Download and run the CASP installer
  3. Use the Activation Code (located on your Activation/Registration Code email) when prompted during the installation process.

Ensure you have the Activation Code you received on the Order Confirmation email included in your product shipment. You will need this code to install the program.

Once installed, click on the desktop icon for the module you want to open or click Start, All Programs, and then select CCH Small Firm Services – Client Accounting Suite to select a module.

When prompted to enter the Employee Code, enter demo. No password is required. You may create new employee codes and passwords for your employees. You'll find instructions in the program help or user guide, both available from the Help menu.

The New Client Assistant is designed to walk you step-by-step through setting up your clients in Client Accounting Suite Premier. There are two ways to access this helpful tool:

  1. From the Open Client dialog box, select New Client Assistant from the bottom of the window, or
  2. From within an existing client, select New Client Assistant from the File menu

Detailed instructions on how to use the program are outlined in the User Guide in the program's Help menu.

PaperlessPLUS lets you save time and money by electronically storing all of your firm's documents. With PaperlessPLUS, you can rapidly store tax returns from ATX or TaxWise along with emails, letters, reports, PDFs, images, photos, and any scanned document.

To install the software, click one of the links below to login in and download:

If your User Account Control is on, the User Account Control dialog is displayed. Click Next to continue.

Indicate whether you accept the terms of the License Agreement by selecting the appropriate radio button. Click Next to continue.

By default, PaperlessPLUS is installed to C:\Program Files\CCH Small Firm Services\PaperlessPLUS\. This path may be changed by clicking Change... and browsing to the desired location. If this is a network install, select the Check for network install checkbox. Click Next to continue.

Select the preferred CCH SFS tax application. Click Next to continue.

Click Install to continue.

Click Finish to complete the install process.

Once the download is complete, open the software. Enter the Activation Code you received on the REG/Activation Code email (For TaxWise users, enter your EFIN).

Click Register.

All tax packages include some Wolters Kluwer research content. If you selected CCH AnswerConnect, the information below will help you register your account and get you up and running in no time.

New User
Quickly register here to begin using CCH AnswerConnect today. Be sure to utilize the resources below to ensure you are getting the most out of your Wolters Kluwer research content.

Returning User
If you are an existing CCH AnswerConnect user and don't know your login information, you can request a new registration email to be sent to you here.

2 Step Verification
CCH iFirm now includes 2-Step Verification when you login. This security process leverages two authentication factors to increase assurance that the individual attempting to access vital data is who they declare to be.

Learn more about 2-step verification

Setup
If you recently purchased CCH® iFirm Client Portal and/or Practice Manager, you will receive a Welcome E-mail with steps on how to login to your site. You'll also be registered for a training webinar for you and your staff and will receive the recording afterward. Here are a couple more resources to get you started with CCH iFirm:

The MyATX Solution Center website offers news and information for using ATX.

  • Log in to the MyATX Solution Center. Click Login at top of page. Enter your Client ID. In the User Name field, enter admin. In the Password field, enter your product activation code. You will be prompted to create a new password. Follow the prompts.
  • Verify and/or update your office address, email, contact names, credit card and other company information on file
  • Verify your EFIN and transactional fees (e-filing, bank program) BEFORE you start preparing and e-filing tax returns! On the Solution Center, click Downloads button and then click the My Information menu and EFIN Request to verify your EFIN. For transactional fees, click Review My Fees.
  • If your EFIN on file with Wolters Kluwer needs to be changed, click My Information and then EFIN Request
  • Add, edit or deactivate Solution Center users by clicking Downloads button on the Home page and then Manage Users link in the upper right corner (next to Login / Logout)
  • If you purchased Return Retrieval, download copies of your e-filed returns. To purchase Return Retrieval, call your Account Manager at 800-495-4626.
  • Look up the status of your e-filed returns using the E-file Status link on the MyATX Solution Center home page (or under the E-file tab).
  • View the Forms Release Schedule by clicking the ATX Forms Schedule under Quick Links on the home page.
  • Enroll in a bank program or FeeCollect by completing the Bank product enrollment link under My Account on the home page.
  • Verify your e-filing, bank program or other transactional fees by clicking Review My Fees under the My Information menu on the MyATX Solution Center BEFORE you start e-filing!
  • Comply with training, due diligence and other requirements of your bank
  • Order checks from your bank if you will print checks for clients
  • Familiarize yourself and staff with the check printing process
  • Download and install your programs. Follow the instructions that fit your office setup on the System Requirements.
    • Download the installation from the MyATX Solution Center.
      • Click Downloads button; after logging in.
      • Click Downloads menu; instructions are provided on the site.
      • Read the Release Notes. They will open automatically after initial installation and after each program update.
    • If your purchase includes PaperlessPLUS, you must create a backup of the current data.
  • Resources for assistance
    • Quick Start Guide
    • Your Registration/Activation Code email (includes your product activation code)

Set Up Your System

ATX Program Help — press F1 in ATX or access from Support menu; the Help includes topics on all these setup tasks

Manage Users and Groups

  • Define a password for the Admin user (optional)
  • Add users to the system*
  • Define/Restrict User Tasks
  • Assign users to groups

*Each standalone or workstation installation of ATX requires a separate user license. If you need additional licenses, please call your Account Manager at 800-495-4626.

Roll Over Returns

Recommended practice for rollover of returns: We recommend that you perform rollovers in advance of the client's appointment, allowing enough time for the process to take place and for you to review the rolled over data.

Tax Research (AnswerConnect/IntelliConnect)

  • To enable Tax Research in ATX, enter your Tax Research login information (which differs from your ATX initial login). From Returns Manager, select the Options menu, and then Preferences. If you don't know your login, you can click a link and request a copy of your Tax Research registration email from this Preferences dialog box. If you don't know your login, contact support.
  • Right click on fields in a form and to get Tax Line Research or access to your Master Tax Guide Online. Click the Tax Research button in the toolbar to search your entire tax compliance library for quick answers

ATX Program Help

  • In ATX, press F1 or access from Support menu
  • ATX Education Library
  • Sign up for training - See this Knowledgebase article to sign up for specific training courses register

View the Rollover video at the ATX Education Library

Recommended practice for rollover of returns: We recommend that you perform rollovers in advance of the client's appointment, allowing enough time for the process to take place and for you to review the rolled over data.

Resources for Assistance

  • ATX Program Help — press F1 or access from Support menu
  • ATX Webinar — See schedule and register

Staples Advantage
Register for Staples Advantage and order office supplies at discounted prices.

Register Today

Software-Compatible Paper Supplies from Nelco
Order envelopes, tax return folders and other paper products that coordinate with ATX.

Order Today

CCH® AnswerConnect

Take advantage of over 100 years of tax and accounting knowledge directly at your fingertips. Learn how your business can benefit from tax prep workflow.

Learn More

CPE Link

CPE Link, the leading provider of online CPE training programs, offers a robust web-based CPE curriculum featuring over 300 webinars and 400 self-study courses. Check out our subscription options and top selling courses here or call your account manager for additional details.

Learn More

Get Your Credentials

Up your tax professional game by earning your professional credentials. Surgent offers proven exam preparation that simulates the exam format and customizes course content allowing you to target areas that need the most focus.

Learn More

Tax Handbooks

As a trusted leader in tax research, our books and publications deliver comprehensive coverage and authoritative reports on tax legislation.

Learn More
  • Solution Center
  • Access from the Solution Center
  • ATX Blog: Access from News Feed button in ATX or from the Solution Center
  • Support Chat: Under the Support menu, select Chat with Support
  • NEW! In-App Chat: access Chat support right from ATX
  • Support Phone: 800-638-8291 (Pay-Per-Return customers, call 770-857-5602)

Set up any integrated products you may have purchased this year including:

  • Client Accounting Suite
  • PaperlessPLUS
  • CCH® AnswerConnect
  • CCH® iFirm
Set Up Your Integrated Products
working on computer

ATX 2020 Education Library

The ATX Education Video Library features short instructional videos designed to help you work with your ATX software. In addition to each video, you'll be able to download a PDF on the topic. Check back often to see new topics.

Learn About Your ATX Software

Frequently Asked Questions


What is the format of training?
The training format depends on the type of event for which you register. We offer several types of events, including webinars, online self-study, and seminars. For additional information on each type of program, see this Knowledgebase article..