ATX™ Virtual Conference

Preparing for tax year 2026 with ATX | 12–1:40 p.m. ET

This session provides an overview of enhancements and system updates to the ATX tax preparation software for tax year 2026, with a focus on features designed to support accurate preparation of federal and state tax returns. Participants will examine updated system requirements, functionality improvements, and workflow enhancements relevant to tax return preparation processes.

The program also addresses data security considerations within a tax practice environment, including methods to help safeguard client information against unauthorized access and potential data breaches. In addition, participants will review recommended practices intended to support efficiency and accuracy in the preparation of individual (Form 1040) and business entity tax returns.

2 CE/CPE

Maximizing your success with ATX, using integrated solutions (updated for 2026) | 2–3:40 p.m. ET

This session provides an applied overview of key ATX integrations and their role in supporting accurate preparation of federal and state tax returns, as well as enhancing taxpayer service. Participants will examine the functionality and practical application of integrated tools, including CCH iFirm®, Payroll Compliance Reporting, and CCH® AnswerConnect, with a focus on how these resources support tax research, compliance, and advisory activities.

The program includes a guided, demonstration-based walkthrough of tax preparation workflows for both individual (Form 1040) and business entity returns, illustrating how integrated solutions can be utilized within the ATX environment. Emphasis is placed on identifying system capabilities that contribute to accuracy, efficiency, and effective client engagement.

2 CE/CPE

Bonus Session: The Case for an Expert AI-Powered, Cloud-Based Tax Software Solution — CCH Axcess™ Tax Essentials Demo | 4–4:30 p.m. ET

Wolters Kluwer Tax & Accounting is committed to providing the right technology to meet the needs of growing tax practices. In this 30-minute demonstration, attendees will learn about CCH Axcess Tax Essentials. Considered by many to be the gold standard of tax software in the industry, this scalable, cloud-based, budget-friendly version of CCH Axcess was designed specifically for growing firms. You won't want to miss this demo.

0 CE/CPE