Take Your Office to the Next Level with
All-in-One Software Capabilities
Experience our comprehensive suite of features tailored for tax and accounting professionals, including integrated client management, automated workflow, and secure data storage, empowering you to elevate your practice and deliver unparalleled results. Improve customer service and reduce expenses.
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.
Access Control & Permissions
Set custom access levels and permissions to ensure that only authorized personnel can access specific data and functionalities.
All-Inclusive
Simplify learning and reduce costs with one comprehensive software application.
Appointment Scheduler
Allow customers to request or schedule appointments. A single calendar for all your services.
Automated Refer-a-Friend
Simplify referral tracking and generate referral letters automatically.
Automatic Notifications
Stay on top of deadlines, appointments, and important events,
and keep your clients informed every step of the way.
Batch Messaging / Birthday Greetings
Bulk emails, texts and client portal updates. Great for client newsletters and holiday greetings.
Billing & Invoicing
Streamline revenue tracking, payment processing, and client balances effortlessly.
Checklists
Automate task tracking and integrate it seamlessly into yourworkflow.
Client Portal
Empower your clients with a dedicated portal where they can access important information, updates, and project details in real-time.
Client Profile Management
From contact details to preferences and past interactions, this feature ensures you have the information you need.
CRM
Automate routine tasks, manage leads, and nurture client relationships, all within a user-friendly interface to optimize efficiency.
Customizable Templates
Tailor emails, documents, and messages to match your brand identity effortlessly, while delivering a professional and
cohesive image to clients.
Document management
Easily track and access client files electronically. Be a paperless office.
Electronic signatures
This functionality allows you to securely obtain PIN-based signatures from
clients, reducing administrative hassles.
Email, text and faxing
Send professional emails, SMS updates, and even faxes effortlessly, all from a centralized platform. (See Sign-up form for pricing)
Employee portal
Access work schedules, appointments, tasks, messages, and time
clock from anywhere.
Employee work scheduler
Plan staffing needs based on historical data and enable online
scheduling.
Free training
Learning one all-inclusive software application rather than multiple programs significantly reduce your learning curve and training costs.
Intelligent data analysis
Discover patterns, trends, and valuable insights to make
informed decisions and drive your business forward.
Lobby management
Welcome clients and visitors with ease, manage appointments, and
ensure a smooth check-in process.
Multiple office integration
Access real-time data for all offices from one central source.
Online review
Encourage customer feedback and manage online reviews effortlessly.
Paper savings
Transition to a paperless office and reduce paper and storage costs.
Productivity and project tracking
Monitor progress, set milestones, and collaborate seamlessly, ensuring projects are completed on time.
Prospect portal
Capture and convert leads efficiently with advanced tools. Turn your website into a ‘sales funnel’.
Punch Clock
Record employee and client billable hours
Referral tracker
Identify top referral sources and measure ROI with ease.
Secure file sharing
Share documents and files with confidence using our secure file
sharing feature.
Self-service check-in
Boost customer satisfaction with quick and easy self-service
check in, from the lobby or from the parking lot.
Software compatibility
Eliminate redundant data entry with automated client data
updates.
Task assignments
Centralize and manage all your tasks for improved productivity.
User role management
Assign roles and responsibilities to team members, ensuring everyone has the appropriate access and permissions,
VoIP Phone
Centralize office phone with ATOM for VoIP benefits. Track calls, remote access, intercom & more. (See Sign-up form for pricing)
Web-based software
Hassle-free hosting and upgrades on dedicated secure servers.
Workflow templates
Automate routine tasks, manage leads, and nurture client relationships, all within a user-friendly interface to optimize
efficiency.
The # 1 Practice Management Solution designed with your Office in mind
Your gateway to office productivity excellence.