Access Control & Permissions

Give the Right People the Right Access

Manage employee access across your office so team members can reach the tools and information they need while keeping sensitive areas limited to the right users.

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Access Managed in ATOM
Administrators Broader access
Staff Access Role appropriate
Client Records Controlled visibility
Office Tools Access by need
With Access Controls

Keep Access Organized Across Your Team

Create a clearer structure around who can access different areas of ATOM as responsibilities vary across your office.

Organize by Responsibility

Role-Based Access

Set up access around the responsibilities of your administrators, managers, preparers, and other staff.

Control Visibility

Access by Area

Help keep employees focused on the parts of ATOM that are relevant to their role and daily responsibilities.

Adapt as Needed

Flexible Permissions

Adjust access as employee responsibilities change without creating unnecessary complexity for your office.

Access Made Simple

Give Each Employee the Access They Need

Build access around the way your office actually works, helping employees reach what they need while keeping unrelated areas more controlled.

Roles Permissions Employee Access Office Control
01
Identify the Role Start with the employee's responsibilities inside your office.
02
Set Appropriate Access Choose which areas of ATOM are relevant to that role.
03
Add Your Employee Give team members the access needed for their day-to-day work.
04
Adjust When Needed Update permissions as responsibilities or staffing needs change.
Built for Growing Tax Offices

Keep Your Team Productive Without Giving Everyone Everything

Clearer permissions can help your office stay organized as more employees, responsibilities, and client information move through ATOM.

Protect Sensitive Information

Limit access to areas that may contain information certain employees do not need for their role.

Simplify Employee Access

Give staff a cleaner experience by focusing access around the tools they regularly use.

Support Office Growth

Create a more manageable access structure as your team adds new employees and responsibilities.

Reduce Unnecessary Access

Keep employees focused on the areas connected to their responsibilities instead of the entire system.