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ATOM Software – Winter 2025 Release

2 min read

1. Introduction #

Purpose of the Winter 2025 Release
Focus areas include:

  • Enhanced user interface and usability
  • Increased transparency (visibility icons, login improvements)
  • Streamlined office workflows (check-in processes, calendar flexibility)
  • Upgraded client portal functionality
  • Accounting, reporting, and payment enhancements
  • Expanded administrative control and configuration options

Alignment with ATOM’s mission: Deliver a more intuitive, customizable, and efficient practice-management experience.

2. User Interface & Navigation Enhancements #

2.1 General UI Changes #

  • Improved login experience with password visibility icons
  • Updated table layouts and color schemes
  • Relocated and minimized the AI Support Bot for a cleaner workspace
  • Option to customize the AI Bot for your office and client portal (Value Added Service — setup via ATOM Support)

2.2 Notifications #

  • New date/time override for email and text notifications
  • Path: ADMIN → Core Configuration → Communication Security Properties → Email/TXT/VoIP → Disable All ATOM Email Text Functionality

3. Check-In System Upgrades (checkin2.aspx) #

  • Password/SSN visibility icons added
  • Multiple check-in mode overrides:
    • Barcode Scanner: Checkin2.aspx?Barcode=1
    • Camera Scanner: Checkin2.aspx?Camera=1
    • Manual Check-In: Checkin2.aspx?Manual=1

4. Lobby Tracker / Appointment & Walk-In Experience #

  • Updated tables, columns, and color-coding
  • Cleaner visualization of wait-time and appointment flow
  • Appointment Type color highlights
  • Path: ADMIN → Category Types → Appointment Types → Color Coding

5. Client Portal Enhancements #

  • Login password visibility icon
  • Improved electronic signature workflow (SSN + PIN visibility icons)
  • Simplified file upload workflow (dropdown asking if all files are included)
  • Payment Page: Option to hide invoice/statement links
  • Path: ADMIN → Core Configuration → Company & Tax Info → Disable Client Portal Invoice and Statement Links

6. Home Page: Operational Improvements #

6.1 Data Management #

  • Checklist Type filters
  • The Account User field can now be blank

6.2 Office Events #

  • “E-Sign” column renamed to Acct Docs
  • Past-due items highlighted in pink
  • Improved visibility for acknowledgments (federal, state, city)
  • New form types + pending “P” codes

6.3 User Overview #

  • Displays multiple assigned users for each task
  • Priority override and advanced filtering for improved performance

6.4 Office Inbox #

  • Email: Multiple “To” addresses now appear as CC when using Reply All
  • Fax: Editable note added for clearer documentation

7. Search & Search Results Enhancements #

  • New filters: spouse nickname, email notification override
  • Recent page: Hyperlinks added for Status & Category
  • Favorites page: Category added + new hyperlinks

8. Calendar Improvements #

  • Add/edit appointments directly from the calendar
  • Tagged color labels
  • Custom notifications for appointment confirmations and reminders
  • Path: ADMIN → User Profile → General Settings → Allow Dynamic Appointment Updates

9. Reports & Bookkeeping Updates #

9.1 Updates to Existing Reports #

  • Refer-A-Friend now shows the referee’s name even when the referral name is blank
  • QBO Transaction Exports now include Location, Payment Method, and Account User

9.2 New Report #

  • Bookkeeping – Client Balance Export (.XML)
  • Path: ADMIN → Core Configuration → Report Permissions

10. Administration Enhancements #

  • Hover feature removed from navigation header
  • Improved column ordering for Event Status / Office Events
  • Clearer admin layout for easier setup and training

11. Client File Improvements #

11.1 Interface Adjustments #

  • Expand/collapse and sidebar resizing
  • Automatic highlight for deceased taxpayer/spouse
  • Appointment Type dropdown added
  • Account Categories integrated into the overview
  • Path: ADMIN → Category Types → Account Categories

11.2 Transactions & Payments #

  • Invoice number repositioned for clarity
  • Consolidated invoice option
  • CSV export improvements

ATOM Pay Updates:

  • “ACH” renamed to E-Check
  • “Surcharge” renamed to Convenience Fee
  • Virtual payments are now attributed to the actual user (not Check-In Self)
  • New Virtual Payment Page
  • ACH → Bank terminology updates

P1 Terminal:

  • Default receipt selection now auto-persists
  • Timeout increased 35 sec → 90 sec
  • Set up via Echelon or ATOM Support

11.3 Account Docs #

  • File preview shows file name + Excel tab names
  • PDF merge improvements; E-Signature printer icon moved
  • New green Signed icon for wet signatures
  • Path: ADMIN → Category Types → Upload Types → Display Signed Icon

11.4 E-Docs #

  • Gray shading when E-Docs is inactive
  • Organized by Account Year
  • New capabilities:
    • Custom client documents
    • Second-party signatures
    • KBA validation
    • Move E-Docs between account years (Setup via ATOM Support)

12. Messaging System Enhancements #

12.1 Text Message Log #

  • Fix for attachments when sending to client + spouse
  • Option to copy attachments to Account Docs

12.2 Email Message Log #

  • Fixes for outgoing email issues
  • Table locking added for improved stability

Thank you for your continued support — have a GREAT tax season!

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