ATX Integrations

SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.

With Kinective Bridge™ (formerly OmniConnect), easily connect your core with best-of-breed fintechs to scale digital transformation, modernize operations, and increase client delight. Transformation sounds great on paper, but hard to make a reality with legacy tech stacks and outdated infrastructures. The hassle of switching cores or burning through in-house dev hours to integrate systems can be a slow, time-consuming process. To thrive in today’s modern, digitally-focused world, you need one connection to scale your transformation efforts quickly and securely. Kinective has the connections you need. Our Kinective Bridge™ (formerly OmniConnect) solutions give you control by bridging the gap between legacy systems and modern digital services through 80+ turnkey fintech integrations across 99% of US-based cores.

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

We are an industry leader in third-party hosted QuickBooks services and are trusted by CPA, accountants and small and midsized business owners across North America, Europe, Asia and Australia. We fully understand your hosting needs and provide the highest level of security, convenience, authenticity, affordability, mobility and accessibility. Our cloud-based services are fast, secure and reliable. We host all versions of QuickBooks, including the US, Canadian and UK editions of QuickBooks Pro, Premier and Enterprise. We cover all versions of QuickBooks, including the latest – QuickBooks 2021. We cover all software updates at no extra cost. QuickBooks Pro Hosting make it easy to start, run, and manage your business without major IT headaches. You'll have access to our backups, spam protection, and virus protection. We offer a straight forward pricing levels to meet your business’s needs.

Get the tools you need to streamline your business and the insights to drive it forward. All in QuickBooks Online Advanced. Get the insights you need most with customizable, presentation-ready reports. Sync your spreadsheets for more accurate business data and custom insights.* Do less manual work by importing and sending hundreds of invoices and expenses at once. Enter and edit multiple bills and checks in just a few steps. We take security seriously, keeping your financial information protected with encryption and security safeguards. Customize how you work with your pick of seamless app integrations built just for QuickBooks Online Advanced.* Integrate with premium apps like DocuSign, Bill.com, HubSpot, Salesforce, and more to make Advanced even more powerful.

Finally, there’s a professional, affordable payment solution made specifically for the accounting industry, with all the reporting tools you need for fast, easy reconciliation. Assure clients that you’re partnered with a PCI level 1 compliant, industry-leading solution, keeping their data secure. Plus, we help your firm maintain compliance too. Your clients expect a lot from you. Rely on an intuitive solution to deliver personalized, client-centric service. Streamline processes and automate time-consuming tasks so you can focus on what matters most: being great for your clients and building a successful firm. 8am™ CPACharge has the features and functionality that matter most to accounting professionals like you. From multiple easy ways to get paid to reporting and reconciliation features, and top-notch data security, we’ve got you covered. With invoicing, you can easily create itemized invoices using a user-friendly time entry system without any additional software programs.

UltimateTax is a professional tax preparation software platform used by tens of thousands of tax preparers annually that centralizes robust tools for preparing, reviewing, and electronically filing U.S. federal and state tax returns while helping practices manage client data, compliance, and office workflows with reliability and support for both cloud and desktop environments. It provides interview-style data entry that guides preparers through client interviews, smart diagnostics to catch potential errors before e-filing, automatic prior-year data carry-forward, form-linking for efficient navigation, and support for all 50 states and a wide range of return types, including individual 1040, corporate, fiduciary, partnership, and other miscellaneous forms. UltimateTax offers multiple product tiers, including Online 1040, Desktop 1040, Pay-Per-Return, and combined 1040 + Corporate packages, so firms of different sizes can choose the workflow that fits them.

Truss is a tax workflow automation platform aimed at tax professionals. It helps streamline the entire document lifecycle: securely requesting, organizing, annotating, delivering, and storing client documents. It uses AI-powered client-specific checklists (drawing from your tax prep software) so each client is only asked for what they need; it auto-sorts and intelligently renames files uploaded by clients; converts image files (jpg, png, HEIC, etc.) to tax-prep-friendly PDFs; supports e-signatures; offers automatic reminders to clients; and allows login-free uploads so clients don’t have to create accounts just to send files. It integrates with tax prep tools like Axcess, Ultratax, Drake, ProSystemFX, ProConnect, ProSeries, Lacerte, and ATX. Security is a strong focus; Truss is SOC 2 certified, uses AES-256 and Bcrypt encryption, follows OWASP-style standards, and ensures client data is never used to train large language models.

Population health management (PHM) consistently ranks as one of the top priorities of health plans today. The challenge is, how do you manage the overall health of your population without losing sight of the individual person? ZeOmega understands the importance of the individual member in emerging value-based care strategies. Our Jiva population health management solution builds comprehensive data at the population level with analytical capabilities that enable you to identify opportunities to improve care or influence patient behavior in real time. It’s built to address five comprehensive pillars that are essential for effective population health management. ZeOmega’s powerful population health management platform delivers high-value, strategic solutions enabling payers and care-delivery organizations to improve individual health and provider performance. Deep domain expertise and a comprehensive understanding of complex population health challenges.