What is ATOM?
The era of lost client files is behind us, freeing you from the frustration of sifting through chaotic folders for hours on end. Now, client information is neatly arranged in a centralized system, which boosts your team's productivity and positively impacts your company's bottom line. You have the ability to customize workflows to suit your diverse business requirements, whether for tax preparation, bookkeeping, IRS resolution, or financial planning. By choosing electronic storage solutions, you will greatly reduce your reliance on paper and toner, while simultaneously ensuring that both your staff and clients can access files with ease at the click of a button. This is not just any typical Client Portal; ATOM elevates the concept of document sharing to a whole new level. Clients have the ability to send messages, book appointments, process payments, track the progress of their tax returns, and much more, all from the convenience of their mobile devices. ATOM facilitates the secure storage of documents and digital notes online, providing instant access from any location at any time. This forward-thinking method not only optimizes your operations but also builds stronger relationships with clients by offering them exceptional accessibility and service, ultimately fostering loyalty and trust. Your business can thrive in this seamless digital environment, paving the way for future growth and success.
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Tax Practice Management Software
ATOM Customer Reviews
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Atom: A Great Tax Service
Date: Nov 29 2022SummaryAtom 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.
PositiveAtom 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.
NegativeAt 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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