THE ALL-IN-ONE TAX OFFICE SOLUTION

Fast and friendly service at an affordable price, has never been so simple.

ATOM was developed by Mark Pricco, President of X-Tax, a tax preparation office in Lansing, Michigan. The business started with just one employee and rapidly expanded during the first several years. Despite the growing success, Mark was being overwhelmed by the increasing number of management related tasks that were consuming his time. Everyday activities such as payroll, scheduling, and referral tracking were taking away from his overall productivity. Mark realized he needed to do something to help manage his office. When he asked other tax office business owners about their struggles, he repeatedly heard that they were experiencing the same problems. After an exhaustive search for a comprehensive solution, it became obvious that existing products would not meet his needs.

With this goal in mind, ATOM was developed in 2003. ATOM is a tax office software program designed specifically for tax offices that assists with the day to day hassles that management must face. The final product was shaped in collaboration with professional software engineers and yielded one of the most innovative programs to hit the tax industry in years.

If you’d like more information on the history of ATOM software, and its founder Mark Pricco, please read this Capital Gain article titled “Life and Taxes” – http://www.capitalgainsmedia.com/features/xtax0337.aspx

SOME ATOM FACTS

Year Developed

Number of ATOM Users

Cost for One Office per Month

Average Annual Savings (500 returns)

Event Shows Scheduled for 2019

What can ATOM Software do for you?

“Refunds Now Tax Service was using multiple software programs for our 10 offices. Converting to ATOM allowed us to streamline our office management systems to just one software application, and as a result we saw enhanced communication and productivity across all of our offices.”

– Jeffrey Sroufe, Office Manager, Refunds Now Tax Service

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About ATOM

Developed in 2003, ATOM is a practice management software solution designed specifically for tax and accounting offices to help assist with the day to day hassles that management and staff must face.

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Contact Info

Call or Text Us: 517.940.8745

FAX: 517.858.2418

4600 W Saginaw Hwy

Lansing, MI 48917

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The Automated Tax Office Manager 2016/2017 License Agreement

The Automated Tax Office Manager, to be referenced as ATOM, is owned and created by AUTOMATED TAX OFFICE MANAGER, LLC. AUTOMATED TAX OFFICE MANAGER, LLC to be referenced as AUTOMATED TAX OFFICE MANAGER.

THE SOFTWARE PROVIDED BY AUTOMATED TAX OFFICE MANAGER IS PROVIDED WITHOUT WARRANTIES, EITHER EXPRESSED OR IMPLIED, OF MERCHANT ABILITY AND FITNESS FOR A PARTICULAR PURPOSE. IN NO EVENT SHALL AUTOMATED TAX OFFICE MANAGER OR ITS SUPPLIERS BE LIABLE FOR ANY DAMAGES WHATSOEVER INCLUDING DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, LOSS OF BUSINESS PROFITS OR SPECIAL DAMAGES, EVEN IF AUTOMATED TAX OFFICE MANAGER OR ITS SUPPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES SO THE FOREGOING LIMITATION MAY NOT APPLY.

LICENSOR: AUTOMATED TAX OFFICE MANAGER, LLC 4600 West Saginaw Hwy, Lansing, MI 48917 (517) 323-4838

Notice to User:

This is a legal document between you (the “user”) and AUTOMATED TAX OFFICE MANAGER. It is important that you read this document before using the ATOM provided software (the “Software”) and any accompanying documentation (“Documentation”). By using the Software and taking such other action as may be referenced in this License Agreement as Constituting acceptance, you agree to be bound by the terms of this Agreement. If you do not agree, you are not licensed to use the Software. This Software is distributed by AUTOMATED TAX OFFICE MANAGER for use in connection with various AUTOMATED TAX OFFICE MANAGER products and services (“AUTOMATED TAX OFFICE MANAGER Services’) and to allow you to access compatible data and is protected by copyright. You acknowledge and understand that these AUTOMATED TAX OFFICE MANAGER Services by means of the Software, including any charges for such access and use, will be governed by the terms of the applicable AUTOMATED TAX OFFICE MANAGER user agreement (“AUTOMATED TAX OFFICE MANAGER User Agreement”).

Software License

License Grant. Automated Tax Office Manager grants User a non-exclusive, non-transferable, limited license to use the Software for the specified time.

Copying. The software is sold on a per User office location. As to any software a “User” means all Software and compatible equipment having the same operating system at a single Office location. In addition, Office personnel who work at or are assigned to the licensed User office may use the Software on personal computers located off site.

Other Restrictions. User may not loan, lease, distribute, transfer or allow access to the Software or copies to third parties, nor reverse engineer or otherwise attempt to discern the source code of the Software. Further. User may not reproduce all or any Portion of the Software (except as expressly permitted in this Agreement) or the Documentation. User agrees to notify its employees and agents who may have access to the Software of the restrictions contained in this Agreement and to ensure their compliance with these restrictions. User will be limited to usage by office site.

Title. Title to the software is not transferred to User. Ownership of the Software is vested in Automated Tax Office Manager, subject to the rights of use granted to User in this Agreement. All data stored in the software is owned by the User

Refund Policy. We will refund 100% of the software’s purchase price, excluding the $300 set-up fee, if you are not completely satisfied within the first 60 DAYs of purchase. This refund policy is good for the first licensed year only.

Client Data Back-up

Automated Tax Office Manager will back-up all client data stored in the software such as: contact information, transaction information, notes, and uploaded documents, at no additional fee. NOTE: The client back-up will be saved for only two weeks and at that time it will be overridden with the latest client back-up. Any additional back-ups will be at the cost of the User. In the event the User cancels their license agreement, Automated Tax Office Manager can export the User’s client data into one of the following mediums for a fee: MS SQL, MS Access, FTP, MS Excel, and .CSV file format.

Limited Warranty

The performance of the Software varies with various manufacturers’ equipment with which it is used. Automated Tax Office Manager does not warrant the level of performance of the Software or that earlier versions superseded by new versions will continue to perform at the same level with the User’s equipment. Automated Tax Office Manager does not warrant that the Software or the functions contained in the Software will meet User’s requirements, operate without interruption or be error free.

Limitation of liability. In no event will Automated Tax Office Manager be liable for any lost profits or other damages, including direct, indirect, incidental, special, consequential or any other type of damages, arising out of this Agreement or the use of the Software licensed hereunder, even if Automated Tax Office Manager has been advised of the possibility of such damages. With the sole exception of such damages equal to the software fee received from the User.

General Provisions

Term and Termination. This Agreement and User’s subscription to the Software may be terminated (i) by User by giving Automated Tax Office Manager written notice of termination, (ii) by Automated Tax Office Manager, at its option, if User commits a material breach of the agreement, or (iii) upon termination of the Automated Tax Office Manager User Agreement, if any. Upon any termination of this Agreement, (i) User must cease all use of the Software, (ii) User must take such other actions as Automated Tax Office Manager may reasonably request to ensure that the User has stopped using the software and (iii) User will receive their data stored in the software for a minimal fee. This Agreement together with any applicable Automated Tax Office Manager user Agreement embodies the entire understanding between the parties with respect to, and supersedes any prior understanding or agreement, oral or written, relating to the Software.

Governing law. This Agreement will be governed by and construed under the laws of the state of Michigan, U.S.A.

General Provisions. Neither this agreement nor any part or portion hereof may be assigned, sublicensed or otherwise Transferred by user. Should any provision of this Agreement be held to be void, invalid, unenforceable or illegal by a court, the validity and enforceability of the other provisions will not be affected thereby. Failure of a party to enforce any provision of the Agreement does not constitute and should not be construed as a waiver of such provision or of the right to enforce such provision. Export Laws. The Software, the Software technology and its related documentation may not be exported or re-exported in violation of the U.S. Export Administration Act and its implementing regulations._____

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Automated Tax Office Manager (ATOM) Privacy Policy

At Automated Tax Office Manager, LLC, to be referred as ATOM, we are committed to protecting your privacy and ensuring the security of the information you submit to us. We want your use of the ATOM web site, and the services we offer, to be productive and safe. Our Privacy Policy illustrates our commitment to your privacy and security.

Information We Collect

When you register at ATOM, we request personally identifiable information such as name, email address, phone number, and postal address. We use this data to manage registrations.

From time to time we post testimonials on our Web site. Prior to posting the testimonials and personally identifiable information we receive permission.

If you purchase our service, we request certain personally identifiable information from you on our order from. You must provide contact information (such as name, email and shipping address) and financial information (such as credit card number, expiration date).

We use this information for billing purposes and to fill your orders. If we have trouble processing an order we will use this information to contact you.

We also use this information to notify you of annual renewals, software updates and other aspects of your use of ATOM. If, however, you do not wish to receive such communications, you have the ability to “opt-out” at any time.

From time to time, we may ask you to answer surveys regarding current or future ATOM products. Participation in these surveys is always optional. Survey responses are only used in the aggregate, and are never linked to an individual. While our survey data is primarily for use within ATOM only, we may occasionally share the aggregate survey data with our development partners (e.g. web design, advertising and marketing agencies) in order to facilitate new product development.

We Protect Your Information

ATOM has created this privacy policy to demonstrate our firm commitment to privacy. To ensure the highest level of confidentiality and security, it is our goal to clarify our policy on the collection and use of customer client data. We define customer client data as your company’s personal information and your client’s personal information. We will not give, sell or use your customer client data to any outside company for its use in marketing or solicitation. In addition, ATOM will not market or solicit your company’s clients. When you provide your customer client data to ATOM (such as name, company name, address, phone number, email, client Social Security Numbers, client Employer Identification Numbers, and electronic filing data), we will maintain its confidentiality and it will be used only to support your customer relationship with ATOM.

Our employees are trained and required to safeguard your information. Using physical, electronic and procedural safeguards, we restrict access to personal information to those employees for business purposes only.

All communications between your computers and our servers are secured with 256-bit Secure Sockets Layer (SSL) encryption. We use GlobalSign SSL Certificate for the most secure option for SSL with the highest authentication and the strongest encryption.

We host our servers on a Private Cloud network at Liquid Web, a SSAE-16 Type audited secure data center located in Lansing, MI. All uploaded documents are stored redundantly with Amazon S3 across three availability zones, each separated by miles across an AWS region.

We do not sell or rent your personal information to anyone except as described in this privacy policy. We do not share your personal information with anyone outside of ATOM Software for their marketing or promotional use except as described in this privacy policy.

Changes to Policy

If there is a change in our policy, we will post it immediately at atomanager.com.