Checklists
Standardize your processes and workflows
Create step-by-step checklists to keep your team consistent and organized. ATOM helps you standardize every process so nothing gets missed and tasks are completed the right way every time.
With Checklists, you can:
Create Repeatable Workflows
Consistency across every process
Build detailed checklists for every process — from onboarding to tax prep — and ensure your team follows the same steps every time. ATOM keeps your workflows standardized, efficient, and error-free.
Assign and Track Progress
Keep everyone accountable
Assign checklist items to team members and monitor completion in real time. You’ll always know who’s working on what and where each job stands.
Automate Task Creation
Turn checklists into action
When a checklist is started, ATOM automatically generates tasks and deadlines for each item — saving time and ensuring nothing falls through the cracks.
Structure Meets Simplicity
Bring Order to Every Workflow
Checklists eliminate confusion and bring structure to complex processes. Instead of starting from scratch, your team uses predefined steps that keep projects organized and clients happy. With clear visibility and automated tracking, your office runs smoother than ever.
Built Once, Used Forever
Templates for Every Service
Save your checklists as reusable templates. Whether it’s new client onboarding, quarterly reviews, or annual filings, you can instantly apply the right checklist to any client or engagement — no duplication required.
How ATOM Checklists Make Your Work Easier
Standardized Processes
Ensure consistency across your entire firm — every task follows the same steps, every time.
Improved Accountability
Assign ownership for each checklist item and track progress at a glance.
Reduced Errors
Never miss a step — ATOM highlights incomplete or overdue checklist items before they cause issues.
Reusable Templates
Save and reuse checklist templates for recurring work to save hours of setup time.
Automated Task Integration
Generate tasks directly from checklists to keep your team’s workload organized and visible.
Real-Time Visibility
Track progress across teams and clients in one view — so you always know what’s done and what’s pending.
The # 1 Practice Management Solution designed with your Office in mind
Your gateway to office productivity excellence.