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General Setup

Adding Users to ATOM
Inviting a New Employee to Your ATOM Account

Client Management

Adding a New Client to Your Database

Workflows & Tasks

Creating and Assigning Tasks to Team Members

Getting Started

Uploading Your Client List

Billing & Payments

Setting Up Billing & Payments in ATOM

E-Signature & Forms

Uploading and Sharing Documents with Clients

Admin

ADMIN – Account Types
ADMIN – Account Categories
Admin – Rollover Accounts
Admin – Client Batch Update
ADMIN – Clean Uploaded Documents
Admin – Payment Settings
Admin – E-Document Types
Admin – Sites
Admin – Business Types

Client File

Protected: Tasks/ Notes
Retention
Prospect Messages
Portal Message Log
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Permanent Documents
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Transaction Information (Balance)
EF Data
E-mail Log
Client File Dashboard
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New Releases

ATOM Software – Winter 2025 Release
2025-2026 ATOM Software Updates

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General Setup

Adding Users to ATOM
Inviting a New Employee to Your ATOM Account

Automated Tax Office Manager (ATOM) is the # 1 Practice Management Solution designed with your Office in mind

Call or Text: 517.940.8745

Email: ATOM_Software@parse.atomanager.com

Fax: 517.858.2418

4600 W. Saginaw Hwy Lansing, MI 48917

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