Learning Portal

The ATX Learning Portal, features short instructional videos and accompanying guides designed to help you work with your tax preparation software. Each video guides you step-by-step through important program features and topics to help you prepare for tax season.

There are topics to help with the following:

• Automating Advanced Calculations
• Understanding Changes to the Affordable Care Act
• Backup and Restoring Files
• Client Letters and Client Communication Manager
• Conversions
• Importing Data
• Installation and Networking
• Integrating CCH iFirm Features
• Interview Mode
• Main Information form
• Client Organizers
• QuickBooks Online Integration
• Rolling over returns
• Updating your ATX Software
• Printing and Setting Up Print Packets
• Using the News Feed

Visit the Learning Portal for other videos to help with ATX features and functionality. You can access the Learning Portal either from the MyATX Solution Center or by entering https://support.atxinc.com/lms/atx in your Internet browser.