Run Your Tax & Accounting Firm from One Centralized Platform
Unleash your full potential with ATOM Software, the all-in-one practice management platform. Seamlessly manage tasks, supercharge team collaboration, master time management, amplify personal productivity, and achieve work-life balance.
The future of office management is here now!
Whether you are a CPA, an Enrolled Agent, a retail office, or a virtual office take control of your office with ATOM Software.
Boost Efficiency
Centralize client information, optimize employee time, and improve your bottom line. Never lose client files again. Streamline your tax office operations with our all-in-one SaaS platform.
Paperless Document Management
Access client files electronically, track documents, and eliminate paper clutter. Quick access for staff and clients with a few clicks. Cut costs and save time.
Tailored Workflows
Customize workflows for tax preparation, bookkeeping, IRS resolution, and more. Our platform adapts to your business needs, ensuring smooth processes and reducing errors
A single calendar for all your services
Effortless scheduling for your customers and your employees.
Improve staff utilization by matching client return complexity with staff competency
Reduce payroll costs by using historical data to plan for future staffing demands
Online scheduling allows clients to request or schedule their own appointments
Create customized appointment confirmations, appointment reminders, both email and text
Allow employees to access their own work schedules
Take your office to the next level with ATOM’s Value-Added Services. True game changers in office efficiency.
Credit Card and ACH Processing
Process payments inside clients files or allow clients to process their own payments from the Client Portal. (See Sign-up form for pricing)
Faxing
Send/Receive/Store client faxes within their file – AUTOMATICALLY! Never wait at a fax machine again. (See Sign-up form for pricing)
Send, Receive, Assign, Store client emails – AUTOMATICALLY! Never hunt through a cluttered email inbox again. (See Sign-up form for pricing)
Text Messaging
Send/Receive/Assign/Store client texts within their file – AUTOMATICALLY! Never use your personal cell phone again. (See Sign-up form for pricing)
VoIP
Centralize office phone with ATOM for VoIP benefits. Track calls, remote access, intercom & more. (See Sign-up form for pricing).
'Peace of Mind’ Document Recovery Storage
Sleep at night knowing you will Never lose a document again, even when you accidently delete it. (See Sign-up form for pricing).
60-Day Money Back Guarantee
We will refund 100% of the software’s purchase price if you are not completely satisfied within the first 60 DAYs of purchase. This refund policy is good for the first licensed year only.
Share The Gift Of Orgnanization
Refer a friend to ATOM & get rewarded
It really pays to share ATOM Software.
If you refer a colleague to ATOM and they buy a full 12-month ATOM Software subscription, you’ll receive a $1,000 account credit on your next renewal.
No limit on referrals.
“How did I ever live without ATOM Software?”
Now I get to go home early, see my family, take a vacation, save money and my employees love ATOM!
ATOM Software has been a huge help to our business. Everything has worked smoothly, from document management to e-signatures and payments. It has made our day to day work much easier, and I can’t imagine running our business without it.
Skylar D.
Fair Tax has been using ATOM for about 10 years.
Without exception every one of our staff loves the latest version of ATOM.
Jeff A.
ATOM Software is my Best Employee! It handles my workflow, employees and customers and costs way less than an office manager.
Michael M.
Best Software hands down compared to anything out there on the marketplace.
Harrison U.
After spending sufficient time navigating the new atom setup, it’s a home run! Well done!!!
Mark M.
Wish I would have known sooner! This program should be promoted by Drake! 10 stars!!
Esmeralda R.
ATOM Software has been a huge help to our business. Everything has worked smoothly, from document management to e-signatures and payments. It has made our day to day work much easier, and I can’t imagine running our business without it.
Skylar D.
Fair Tax has been using ATOM for about 10 years.
Without exception every one of our staff loves the latest version of ATOM.
Jeff A.
ATOM Software is my Best Employee! It handles my workflow, employees and customers and costs way less than an office manager.
Michael M.
Best Software hands down compared to anything out there on the marketplace.
Harrison U.
After spending sufficient time navigating the new atom setup, it’s a home run! Well done!!!
Mark M.
Wish I would have known sooner! This program should be promoted by Drake! 10 stars!!
Esmeralda R.
Find out why we are…
The #1 Practice Management Solution designed with your Office in mind!
Your Secure Customer Client Portal
An exceptional Client Portal that goes beyond document exchange to workflow automation and schedulers that streamline your processes. Experience all the green benefits with seamless collaboration, enhanced data security and compliance, and powerful reporting and analytics.
Stay Connected
Anytime, anywhere! 24X7 Communication made easy using your branded client portal. Share files, request files, accept payments, request appointments, and more. All from your phone.
Enhance Client Satisfaction
Real-time communications. Where’s My Refund? What’s the status of my tax preparation? Appointment reminders. And more.
The # 1 Practice Management Solution designed with your Office in mind
Your gateway to office productivity excellence.