ATOM Description

Gone are the days of misplaced client files, allowing you to avoid wasting hours searching for disorganized folders. Client data is now systematically organized in a centralized location, which not only maximizes your team's efficiency but also enhances your company's profitability. You have the flexibility to tailor workflows according to your various business needs, whether it be for tax preparation, bookkeeping, IRS resolution, or financial planning. By opting for electronic storage, you’ll significantly cut down on paper and toner expenses, while also enabling swift access to client files for both your staff and clients with just a few clicks. This is more than just an ordinary Client Portal; ATOM goes beyond the basics of document exchange. Clients can also communicate through messages, schedule appointments, make payments, check the status of their tax returns, and much more—all conveniently from their mobile devices. With ATOM, you can securely keep documents and digital notes online, ensuring quick access from anywhere, anytime. This innovative approach not only streamlines operations but also fosters stronger client relationships by providing them with unparalleled accessibility and service.

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Pricing

Pricing Starts At:
$149 per month

Integrations

No Integrations at this time

Reviews - 1 Verified Review

Total
ease
features
design
support
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Company Details

Company:
Automated Tax Office Manager
Headquarters:
United States
Website:
www.atomanager.com

Media

Play Video ATOM Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
In Person
Customer Support
Business Hours
Online Support

ATOM Features and Options

Tax Practice Management Software

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

ATOM User Reviews

Write a Review
  • Name: Joshua P.
    Job Title: Tax Preparer and Reviewer
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Atom: A Great Tax Service

    Date: Nov 29 2022

    Summary: Atom is a great system for Tax Professionals, in particular it makes for a great responsive asset for receptionist and tax professionals for handling client information, files, secure transfer of documents and for the most part a nice internal messaging system for internal staff.

    Positive: Atom provides a wealth of features to aid in the operation of a modern professional tax office. In particular, the instant messaging system is nice, the aesthetic of it is a bit dated but it works as it should. The system provides in a clear UI, information about the clients including any potential notes about the client set in the past, instructions for how to handle the return, prior year documents and returns and much more. The system is also useful for billing purposes in terms of keeping track of which clients need to pick up or pay for their returns and how they have paid.

    Negative: At the time of usage, the software had some glitches that when trying to save contact information would wipe out the current information if inputted incorrectly in certain scenarios. The company I worked for did not have this integrated into their tax preparation software and used it mainly for front desk and customer relations. Besides this and some minor UI issues with integrating third party services there was little issues with the program. My only other complaint was the UI for direct messages seemed dated.

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