SmartBooks Partners vs ATAX
Franchise Comparison 2026
Both SmartBooks Partners and ATAX are financial services franchises. SmartBooks Partners requires an investment of $58K – $79K while ATAX requires $59K – $79K. ATAX discloses average revenue of $111K; SmartBooks Partners does not report Item 19 data. FranchiseVerdict rates SmartBooks Partners F (Bottom Quintile) and ATAX B (Above Average).
| Metric | SmartBooks Partners | ATAX |
|---|---|---|
| Verdict Grade | FBottom QuintileBottom Quintile | BAbove AverageAbove Average |
| Investment Range | $58K – $79K | $59K – $79K |
| Franchise Fee | $50K | $35K |
| Royalty Rate | 8.0% | 14.0% |
| Average Revenue (Item 19) | N/A | $111K |
| SBA Charge-Off Rate | N/A | Limited data |
| Total Units | 1 | 116 |
| Unit Growth (YoY) | N/A | N/A |
| Year Began Franchising | 2021 | 2019 |
| FDD Year | 2021 | 2025 |
Investment Range
$58K – $79K
$59K – $79K
Franchise Fee
$50K
$35K
Royalty Rate
8.0%
14.0%
Average Revenue (Item 19)
N/A
$111K
SBA Charge-Off Rate
N/A
Limited data
Total Units
1
116
Unit Growth (YoY)
N/A
N/A
Year Began Franchising
2021
2019
FDD Year
2021
2025