Features/Benefits
Description
Cost Savings
All-Inclusive Application
Learning one all-inclusive software application rather than multiple programs significantly reduces your learning curve and training costs.
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Appointment Scheduler
Using historical data you can improve staff utilization by matching client return complexity with staff competency.
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Automated Refer-A-Friend Program
ATOM’s Refer-A-Friend Program tracks the referred and referring customers and automatically generates referral letters and mailing labels.
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Billing / Invoices
Generates a concise breakdown of revenue by processing invoices, recording payments and payment methods, and automatically tracking client balances.
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Compatible with Your Tax Preparation Software Program
ATOM’s efficient contact management system automatically updates client data and eliminates redundant data entry and duplication by importing client data from your tax preparation software.
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Employee Work Scheduler
Reduce payroll costs by using historical data to plan for future staffing demands. Online scheduling allows your staff to easily access their work and availability schedule even from home.
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Kiosk Self Service Check-In
Self-service kiosk are designed to boost customer satisfaction by allowing returning clients to check-in quickly and easily from any location. Kiosks will maximize your employees’ time and efforts while minimizing the time your customers wait in line.
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Multiple Office Integration
Reduce payroll costs by closing your remote offices during slow times or at the end of tax season and be assured customer service will not suffer. With ATOM you can access real-time data for all offices from one central source.
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Payroll Integrated with Punch Clock
Prepare your office payroll in minutes rather than days. ATOM's all-inclusive features mean that you no longer need to transfer employee hours into a separate payroll program. Payroll reports are quick and easy to produce, and your employees have ready access to their wage detail.
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Kiosk Self Service Check-In
Prepare your office payroll in minutes rather than days. ATOM's all-inclusive features mean that you no longer need to transfer employee hours into a separate payroll program. Payroll reports are quick and easy to produce, and your employees have ready access to their wage detail.
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Referral Tracker
No longer spend hours and days tracking your referral types on an excel spreadsheet. Immediately identify your best referral sources and view your Return On Investment (ROI) for all your marketing campaigns.
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Remote, Secure Data Backup
Save yourself the cost and worry of backing up files. All client data is treated as strictly confidential. Data is stored on our remote server and is backed up nightly. Servers are located off site in a highly secure datacenter staffed by security personnel 24 hours a day, 364 days a year. Data moving over the internet is encrypted using Secure Socket Layer (SSL), the standard for e-commerce transaction security. As technology advances, the facility and its safeguards are continually updated to ensure that you have the most up-to-date protection available.
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Task Assignment / Follow-ups
Organize all of your “to-do’s” in one centralized location. By recording and managing your daily tasks you will save time and be assured projects are completed timely and not overlooked.
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Web-based Hosted Application
ATOM is hosted on dedicated secure servers; therefore, you don’t have to go through the hassle and frustration of installing software and upgrades on your own server.
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Paper Savings
ATOM’s Document Management system will help you transition to a paperless office; thus, reducing your costs of paper, toner and file storage.
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Document Management
Electronically track and access client files within seconds from your desk rather than an endless search throughout your office for client folders.
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Total Savings $