ATB is straight-forward and easy to use. It is a wonderful tool for clients who don't use QB, but still live in the spreadsheet world. ATB allows for import itself and allows for adjustments to be made without the limitations of QB. Straight-forward linking to tax return lines. Refresh tax return with updated data with a few keystrokes while the return is open, or automatically each time the return is opened. Don't know why, with Steve at Intuit, that they didn't arrange to incorporate something that simple into PS. AICPA probably had the rights to ATB. But PS still allows linking to generic FoxPro dbf files...if there's any documentation on that, I'd love to see it.