Client Portal
Upload documents, sign forms, and track progress anytime
Give clients a secure space to upload documents, sign forms, and view progress in real time. The ATOM Client Portal keeps communication simple and everything organized in one convenient place.
With the Client Portal, your clients can:
Secure Document Sharing
Upload, download, and manage files safely
Exchange sensitive tax documents and financial forms without email attachments. The ATOM Client Portal encrypts all uploads and downloads, giving both you and your clients confidence that every file is protected.
Real-Time Status Updates
Keep clients informed automatically
Clients can log in 24/7 to see where their return or engagement stands — no need to call or email your office for updates. ATOM keeps them informed, so your team can focus on the work instead of follow-ups.
Integrated E-Signatures
Get approvals in minutes, not days
Send and receive signed documents directly through the portal. Clients can e-sign from any device, and ATOM automatically stores the signed copies securely in their account.
Everything in One Place
Simplify Communication and Collaboration
No more juggling emails, attachments, or external file links. ATOM’s Client Portal centralizes everything — forms, signatures, and updates — so your team and clients can communicate in one secure environment. Messages and document requests stay organized, traceable, and easy to find.
Bank-Level Encryption
Built for Security and Ease
ATOM uses industry-leading encryption standards and secure access controls to protect client information. Combined with user-friendly design, your clients get peace of mind — and your firm gets compliance and convenience in one package.
How ATOM’s Client Portal Makes Your Work Easier
Client Convenience
Let clients handle uploads, signatures, and updates anytime — no waiting for office hours.
Reduced Phone Calls & Emails
Keep your inbox clear. Clients can find answers, upload forms, and check progress without contacting staff.
Secure Communication
All files, notes, and messages are encrypted and stored within the ATOM system — ensuring compliance and privacy.
Automated Updates
Clients receive instant notifications for document requests, task completions, and status changes.
Audit-Ready Documentation
Every interaction — uploads, downloads, and signatures — is time-stamped and stored for full transparency.
Integrated Experience
The Client Portal connects seamlessly with ATOM’s task, document, and billing modules — creating one unified workflow.
The # 1 Practice Management Solution designed with your Office in mind
Your gateway to office productivity excellence.