ATAX vs SmartBooks Partners
Franchise Comparison 2026
Both ATAX and SmartBooks Partners are financial services franchises. ATAX requires an investment of $59K – $89K while SmartBooks Partners requires $58K – $79K. ATAX discloses average revenue of $111K; SmartBooks Partners does not report Item 19 data. FranchiseVerdict rates ATAX B (Above average) and SmartBooks Partners D (Below average).
| Metric | ATAX | SmartBooks Partners |
|---|---|---|
| Verdict Grade | BAbove averageAbove average | DBelow averageBelow average |
| Investment Range | $59K – $89K | $58K – $79K |
| Franchise Fee | $35K | $50K |
| Royalty Rate | Royalty Fee is 14% of Gross Revenues, payable weekly (subject to a minimum annual royalty). | 8.0% |
| Average Revenue (Item 19) | $111K | N/ACompany-owned only · n=1 |
| SBA Charge-Off Rate | Limited data | N/A |
| Total Units | 117 | 1 |
| Unit Growth (YoY) | N/A | N/A |
| Year Began Franchising | 2019 | 2021 |
| FDD Year | 2025 | 2021 |
Investment Range
$59K – $89K
$58K – $79K
Franchise Fee
$35K
$50K
Royalty Rate
Royalty Fee is 14% of Gross Revenues, payable weekly (subject to a minimum annual royalty).
8.0%
Average Revenue (Item 19)
$111K
N/ACompany-owned only · n=1
SBA Charge-Off Rate
Limited data
N/A
Total Units
117
1
Unit Growth (YoY)
N/A
N/A
Year Began Franchising
2019
2021
FDD Year
2025
2021