Access ATX Tax from anywhere, anytime.
Securely hosted in the cloud with high availability, bank-grade encryption, and zero IT headaches — running the same ATX Tax your team already knows.
Same ATX Tax. No local server.
ATX Tax has a loyal following among small firms and independent preparers who want a straightforward, forms-based way to move through returns quickly. But like most desktop tax software, it was designed to run on one Windows machine — a limit you hit the moment you want to work from a Mac, add a remote preparer, or handle more returns than one workstation can carry. Hosting keeps ATX exactly as it is and moves the application, forms library, and client data onto a secure remote server your team reaches from any device.
Work From Anywhere
Prepare and review returns from home, a client site, or on the road — any device, any time of year.
Multi-User Collaboration
Preparers, reviewers, and admin staff work in the same instance simultaneously — no version conflicts, no emailed backups.
No Local Server Headaches
Skip the cost of an in-office server, workstation upgrades, and manual backup routines.
Built-In Disaster Recovery
Automated, redundant backups mean a crashed laptop never puts a filing deadline at risk.
Seasonal Scalability
Add seasonal preparers during tax season, scale back after — pay only for what you use.
Zero Learning Curve
Your team logs in and ATX Tax looks and behaves exactly as it does today.
Everything you already use — without the limits
Hosting simply relocates the Windows environment ATX Tax was built for. There’s no re-training and no workaround — your team logs in and gets to work.
How firms move onto hosted ATX
Most firms worry migration will disrupt an active season. Here’s exactly what happens, in order.
Security you can show clients
Tax data is the most sensitive information your firm handles — Social Security numbers, income records, bank details. Our ATX Tax environment is built around IRS Publication 4557 and FTC Safeguards Rule–conscious practices, giving you documentation for your own compliance obligations. When a client asks how their data is protected, “hosted with SOC 2 Type 2 controls” is a very different answer than “on the front-desk PC.”
Data encrypted in transit and at rest
Multi-factor authentication on every login
Point-in-time recovery, always current
Data centre infrastructure controls
Information security management
Payment data handling standards
Uptime SLA — your team isn’t locked out during peak filing weeks.
What the FTC Safeguards Rule and IRS Pub 4557 actually require
The FTC Safeguards Rule (16 CFR Part 314) requires every tax preparer to maintain a Written Information Security Plan (WISP) with specific technical safeguards, not just “reasonable” security in the abstract. IRS Publication 4557 lays out the same expectation from the IRS side, as part of the Security Six preparers are required to implement. Neither document tells you exactly how to satisfy them — that’s usually where firms get stuck.
What examiners actually check
Where this usually breaks down
Most small and mid-size firms don’t fail an audit because they’re careless — they fail because ATX runs on a front-desk PC or an aging in-office server with no documentation trail. There’s no audit log, no written encryption standard, and no answer to “who else has access to this machine.” None of that is a software problem; it’s an infrastructure problem.
Hosting doesn’t replace your WISP — you still need one — but it gives you something concrete to reference in it. A SOC 2 Type 2 report and ISO 27001 certification are documentation you can hand directly to an examiner or a client, instead of trying to describe the security posture of a physical office PC after the fact.
Secure server locations, close to you
Our data centres sit in low-risk zones shielded from natural disasters, with enterprise power, cooling, and network redundancy — positioned to keep latency low no matter where your team logs in from.
ATX Tax Hosting vs. Running ATX Locally
Hosting keeps the same ATX Tax license and interface your firm already uses and moves where it physically runs. Here’s how that compares to keeping ATX on an in-office machine or server.
| Hosted ATX Tax | Installed Locally | |
|---|---|---|
| Multi-preparer access | Same instance, from any device or location | Tied to whichever workstation has ATX installed |
| Hardware | Runs on our managed servers — nothing to buy | Requires a dedicated in-office machine or server |
| Maintenance & updates | Handled for you, including backups and monitoring | Falls on your firm’s own IT time |
| Adding seasonal preparers | Add a user instantly, scale back after the deadline | Limited by available workstations and licenses |
| Disaster recovery | Automated, redundant backups, off your premises | Depends entirely on your own backup discipline |
ATX Tax hosting plans for every firm size
Transparent per-month pricing — no hidden setup fees. Switch tiers anytime as your firm grows through tax season.
2 Users
2 Apps Included
6GB RAM · 10GB SSD
99.9% Uptime
Universal Printer, Adobe Reader, MS Word & Excel
Daily Backups
24/7 Server Monitoring
Popular
5 Users
3 Apps Included
8GB RAM · 30GB SSD
99.9% Uptime
Universal Printer, Adobe Reader, MS Word & Excel
Daily Backups
24/7 Server Monitoring
12 Users
4 Apps Included
10GB RAM · 40GB SSD
99.9% Uptime
Universal Printer, Adobe Reader, MS Word & Excel
Daily Backups
24/7 Server Monitoring
Need a custom setup? Get a tailored quote for your firm’s user count and storage needs.
One hosting partner for your whole practice
We host ATX Tax alongside QuickBooks, Drake, Lacerte, and ProSeries — so your entire firm runs in one managed environment instead of scattered across servers and vendors.
U.S.-Based SupportLive help during tax season, when a delayed response isn’t an option.
Free TrialTest your actual ATX Tax workflow in the hosted environment first.
Transparent PricingSimple per-user pricing — no hidden setup fees or long-term lock-in.
Migration Handled For YouWe move your data and settings without disrupting an active season.
Dedicated ResourcesYour firm’s performance never degrades because of another client’s usage.
All Your Software, One PlaceATX Tax alongside QuickBooks, Drake, Lacerte, and ProSeries.
7 questions to ask before you host ATX Tax anywhere
Every hosting provider’s homepage looks reassuring. These are the questions that actually separate a real setup from a reseller with a website.
Trusted by firms who can’t afford downtime
“We run ATX for about a dozen preparers during the season, and the cloud setup means no one is waiting on a single office PC anymore. Support has been quick every time.”
“Switching ATX to a hosted environment took the pressure off our old office server. Filing season used to mean crossing our fingers it wouldn’t crash — now it just runs.”
“Our reviewers and preparers work in the same ATX instance now instead of emailing files back and forth. It’s a small change that saved us hours every week.”
ATX Tax hosting questions, answered
Does ATX Tax work the same way once it’s hosted?+
Can I use ATX Tax on a Mac or Chromebook?+
Can multiple preparers work in ATX at the same time?+
Do I need to buy a new ATX licence to use hosting?+
How does data migration to hosting work?+
Is there a minimum contract length?+
Can I run ATX alongside other tax or accounting software?+
What certifications does your hosting infrastructure hold?+
Is hosted ATX Tax secure enough for client tax data?+
What happens if I lose internet access during tax season?+
Can I print directly from hosted ATX to my office printer?+
Can I scale users up or down during tax season?+
What if I need help with hosting rather than the software itself?+
Where are your data centers located?+
Does hosted ATX support state and local e-filing the same way?+
Does hosting satisfy the FTC Safeguards Rule’s WISP requirement?+
Does the FTC Safeguards Rule actually apply to a small tax practice?+
Ready to host ATX Tax in the cloud?
Start a free trial today, or talk to our team about migrating your existing setup before your next filing deadline.