Refer a friend to ATOM and earn $1000 Learn More

Call/Text: 517.940.8745

Home
About us
Features
Pricing
Resources
Contact

Schedule A Demo

Home
About us
Features
Pricing
Resources
Contact

General Setup

1

Inviting a New Employee to Your ATOM Account

Client Management

1

Adding a New Client to Your Database

Workflows & Tasks

1

Creating and Assigning Tasks to Team Members

Getting Started

1

Uploading Your Client List

Billing & Payments

1

Setting Up Billing & Payments in ATOM

E-Signature & Forms

1

Uploading and Sharing Documents with Clients

Admin

2

ADMIN – Sites
Business Types

Client File

18

Protected: Tasks/ Notes
Retention
Prospect Messages
Portal Message Log
Permanent Note
Permanent Documents
Favorite Links
Events
EF Data
E-mail Log
Client File Dashboard
Contact Information
Communication Summary
Client Call Log
Transaction Information (Balance)
Appointments
Account Docs
Account Information

View Categories

Home
Docs
Client Management
Client File
Protected: Tasks/ Notes

Protected: Tasks/ Notes

< 1 min read

Password Protected #

To view this protected post, enter the password below:

Password:

What are your Feelings

Table of Contents is available after entering the correct password.

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

Learn

Features

Pricing

Testimonials

Company

About Us

Contact

Resources

Documents

Events

Sign Up

Follow Us

Facebook

Youtube

LinkedIn

Leave A Review

Privacy Policy

Cookie Policy

© ATOM Software 2025