ATOM Software

Questions and answers

• Faxing
  You can send, receive, and store faxes automatically within client files, so you never have to wait by a fax machine.
• Text Messaging
  You can send and receive text messages with clients automatically, so you don’t have to use your personal phone.
• Single Calendar
  ATOM provides one calendar for all services, making it easy to schedule appointments for clients and staff.
• Boost Efficiency
  ATOM Software helps you manage client information and employee time better, so you can work faster and save money.
• Email Management
  ATOM allows you to send, receive, and store emails automatically, making it easier to manage client communications.
• Online Scheduling
  Clients can book their own appointments online, which makes scheduling easier for everyone.
• VoIP Phone System
  ATOM centralizes your office phone system, allowing you to track calls and access features remotely.
• Tailored Workflows
  You can customize the steps for tasks like tax preparation and bookkeeping to fit your business needs and reduce mistakes.
• Document Recovery Storage
  You can rest easy knowing that you will never lose a document, even if you accidentally delete it.
• 60-Day Money Back Guarantee
  If you are not happy with the software within the first 60 days, you can get a full refund.
• Paperless Document Management
  You can access client files online and keep track of documents, which helps reduce paper waste and saves time.
• Credit Card and ACH Processing
  You can process payments directly from client files or let clients pay through their own portal.

• Client Portal
  Clients can easily access their files and request services, which improves their satisfaction and keeps them better.
• Boost Efficiency
  ATOM Software helps you keep all client information in one place, making it easier to manage your time and improve your business.
• Online Scheduling
  Clients can book their own appointments, which saves time for your staff and makes it easier for clients.
• Tailored Workflows
  You can customize how you work for different tasks, which helps things run smoothly and reduces mistakes.
• Automated Communication
  You can send and receive emails, texts, and faxes automatically, so you never have to search through a cluttered inbox again.
• Document Recovery Storage
  You can relax knowing that you will never lose important documents, even if you accidentally delete them.
• Paperless Document Management
  You can access client files online, which saves time and reduces the mess of paper in your office.
• Single Calendar for All Services
  Having one calendar makes it easy to schedule appointments for both clients and staff, improving organization.

• CPAs
  CPAs can manage their tasks better and save time, allowing them to focus on their clients.
• Bookkeepers
  Bookkeepers can track documents electronically, which saves time and reduces paper waste.
• Tax Preparers
  Tax preparers can customize their workflows to fit their needs, making tax season less stressful.
• Business Owners
  Business owners can improve their office efficiency and save money by using ATOM Software.
• Enrolled Agents
  Enrolled Agents can streamline their work and reduce errors, making their job easier and more efficient.
• Retail Office Workers
  Retail office workers can keep client files organized and access them quickly, which helps them serve customers faster.
• Virtual Office Workers
  Virtual office workers can collaborate easily with their team and manage their schedules from anywhere.