1. General - ATOM Software - Page 3

Can I text customers using ATOM?

Yes, two-way texting is available as a Value-Added Service. Incoming text and outgoing text are stored in the client files.

Contact ATOM Support at 517-940-8745 for more information. Separate pricing applicable

https://atomanager.com/wp-content/uploads/2023/10/TwilioVOIPSetup.pdf
https://atomanager.com/wp-content/uploads/2023/10/TwilioVOIPSetup.pdf

Do I have to add any additional software to my Server?

No additional software is needed. Because ATOM is a secure web-based application, you are not required to download or install another application to your own server or office hardware. Your office will receive a customized suite of sites that can be accessed from any internet browser within seconds. Your site’s data is individually housed at a secure data center and backed up continuously.

What does full integration with my tax software mean?

We have 100s of users across all platforms as ATOM is compatible with any software. Our centralized cloud database, CRM features, secure Client Portal, and countless customizations are not dependent on specific tax software usage.

Drake, Crosslink, and TaxWise users enjoy the added benefit of importing their EF Data and client demographic information directly into your ATOM Site. You will find that efficiently managing bank products and your Acknowledgment workflow has never been easier. This also empowers your team and clients to check their Return Status quickly.

Can I import my existing records into ATOM?

Yes, this is a simple process. We can import your client data from any tax software, QuickBooks, or database with our Excel templates. The ATOM support team will assist you with this process to ensure all your clients are migrated accurately and successfully.

The Automated Tax Office Manager 2023-2024 License Agreement

The Automated Tax Office Manager, to be referenced as ATOM, is owned and created by AUTOMATED TAX OFFICE MANAGER, LLC. AUTOMATED TAX OFFICE MANAGER, LLC to be referenced as AUTOMATED TAX OFFICE MANAGER. THE SOFTWARE PROVIDED BY AUTOMATED TAX OFFICE MANAGER IS PROVIDED WITHOUT WARRANTIES, EITHER EXPRESSED OR IMPLIED, OF MERCHANT ABILITY AND FITNESS FOR A PARTICULAR PURPOSE. IN NO EVENT SHALL AUTOMATED TAX OFFICE MANAGER OR ITS SUPPLIERS BE LIABLE FOR ANY DAMAGES WHATSOEVER INCLUDING DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, LOSS OF BUSINESS PROFITS OR SPECIAL DAMAGES, EVEN IF AUTOMATED TAX OFFICE MANAGER OR ITS SUPPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES SO THE FOREGOING LIMITATION MAY NOT APPLY.

LICENSOR: AUTOMATED TAX OFFICE MANAGER, LLC 4600 West Saginaw Hwy, Lansing, MI 48917 (517) 940-8745 Notice to User:

This is a legal document between you (the "user") and AUTOMATED TAX OFFICE MANAGER. It is important that you read this document before using the ATOM provided software (the "Software") and any accompanying documentation ("Documentation"). By using the Software and taking such other action as may be referenced in this License Agreement as Constituting acceptance, you agree to be bound by the terms of this Agreement. If you do not agree, YOU are not licensed to use the Software. This Software is distributed by AUTOMATED TAX OFFICE MANAGER for use in connection with various AUTOMATED TAX OFFICE MANAGER products and services ("AUTOMATED TAX OFFICE MANAGER Services') and to allow you to access compatible data and is protected by copyright. You acknowledge and understand that these AUTOMATED TAX OFFICE MANAGER Services by means of the Software, including any charges for such access and use, will be governed by the terms of the applicable AUTOMATED TAX OFFICE MANAGER user agreement ("AUTOMATED TAX OFFICE MANAGER User Agreement").

Software License

License Grant. Automated Tax Office Manager grants User a non-exclusive, non-transferable, limited license to use the Software for the specified time.

Copying. The Software is sold on a per User office location. As to any software a "User" means all Software and compatible equipment having the same operating system at a single Office location. In addition, Office personnel who work at or are assigned to the licensed User office may use the Software on personal computers located off site.

The Automated Tax Office Manager 2023-2024 License Agreement

The Automated Tax Office Manager, to be referenced as ATOM, is owned
and created by AUTOMATED TAX OFFICE MANAGER, LLC. AUTOMATED TAX OFFICE
MANAGER, LLC to be referenced as AUTOMATED TAX OFFICE MANAGER. THE
SOFTWARE PROVIDED BY AUTOMATED TAX OFFICE MANAGER IS PROVIDED WITHOUT
WARRANTIES, EITHER EXPRESSED OR IMPLIED, OF MERCHANT ABILITY AND
FITNESS FOR A PARTICULAR PURPOSE. IN NO EVENT SHALL AUTOMATED TAX
OFFICE MANAGER OR ITS SUPPLIERS BE LIABLE FOR ANY DAMAGES WHATSOEVER
INCLUDING DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, LOSS OF
BUSINESS PROFITS OR SPECIAL DAMAGES, EVEN IF AUTOMATED TAX OFFICE
MANAGER OR ITS SUPPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH
DAMAGES. SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF
LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES SO THE FOREGOING
LIMITATION MAY NOT APPLY.

LICENSOR: AUTOMATED TAX OFFICE MANAGER, LLC 4600 West Saginaw Hwy,
Lansing, MI 48917 (517) 940-8745

Notice to User:

This is a legal document between you (the “user”) and AUTOMATED TAX
OFFICE MANAGER. It is important that you read this document before
using the ATOM provided software (the “Software”) and any
accompanying documentation (“Documentation”). By using the Software
and taking such other action as may be referenced in this License
Agreement as Constituting acceptance, you agree to be bound by the
terms of this Agreement. If you do not agree, YOU are not licensed
to use the Software. This Software is distributed by AUTOMATED TAX
OFFICE MANAGER for use in connection with various AUTOMATED TAX
OFFICE MANAGER products and services (“AUTOMATED TAX OFFICE MANAGER
Services’) and to allow you to access compatible data and is
protected by copyright. You acknowledge and understand that these
AUTOMATED TAX OFFICE MANAGER Services by means of the Software,
including any charges for such access and use, will be governed by
the terms of the applicable AUTOMATED TAX OFFICE MANAGER user
agreement (“AUTOMATED TAX OFFICE MANAGER User Agreement”).</em >

Software License

License Grant. Automated Tax Office Manager grants
User a non-exclusive, non-transferable, limited license to use the
Software for the specified time.

Copying. The Software is sold on a per User office
location. As to any software a “User” means all Software and
compatible equipment having the same operating system at a single
Office location. In addition, Office personnel who work at or are
assigned to the licensed User office may use the Software on personal
computers located off site.

The Automated Tax Office Manager 2024-2025 License Agreement

The Automated Tax Office Manager, to be referenced as ATOM, is owned and created by AUTOMATED TAX OFFICE MANAGER, LLC. AUTOMATED TAX OFFICE MANAGER, LLC to be referenced as AUTOMATED TAX OFFICE MANAGER.
THE SOFTWARE PROVIDED BY AUTOMATED TAX OFFICE MANAGER IS PROVIDED WITHOUT WARRANTIES, EITHER EXPRESSED OR IMPLIED, OF MERCHANT ABILITY AND FITNESS FOR A PARTICULAR PURPOSE. IN NO EVENT SHALL AUTOMATED TAX OFFICE MANAGER OR ITS SUPPLIERS BE LIABLE FOR ANY DAMAGES WHATSOEVER INCLUDING DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, LOSS OF BUSINESS PROFITS OR SPECIAL DAMAGES, EVEN IF AUTOMATED TAX OFFICE MANAGER OR ITS SUPPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES SO THE FOREGOING LIMITATION MAY NOT APPLY.

LICENSOR: AUTOMATED TAX OFFICE MANAGER, LLC 4600 West Saginaw Hwy, Lansing, MI 48917 (517) 940-8745

Notice to User:
This is a legal document between you (the “user”) and AUTOMATED TAX OFFICE MANAGER. It is important that you read this document before using the ATOM provided software (the “Software”) and any accompanying documentation (“Documentation”). By using the Software and taking such other action as may be referenced in this License Agreement as Constituting acceptance, you agree to be bound by the terms of this Agreement. If you do not agree, YOU are not licensed to use the Software. This Software is distributed by AUTOMATED TAX OFFICE MANAGER for use in connection with various AUTOMATED TAX OFFICE MANAGER products and services (“AUTOMATED TAX OFFICE MANAGER Services’) and to allow you to access compatible data and is protected by copyright. You acknowledge and understand that these AUTOMATED TAX OFFICE MANAGER Services by means of the Software, including any charges for such access and use, will be governed by the terms of the applicable AUTOMATED TAX OFFICE MANAGER user agreement (“AUTOMATED TAX OFFICE MANAGER User Agreement”).

Software License
License Grant. Automated Tax Office Manager grants User a non-exclusive, non-transferable, limited license to use the Software for the specified time.
Copying. The Software is sold on a per User office location. As to any software a “User” means all Software and compatible equipment having the same operating system at a single Office location. In addition, Office personnel who work at or are assigned to the licensed User office may use the Software on personal computers located off site.
Other Restrictions. User may not loan, lease, distribute, transfer or allow access to the Software or copies to third parties, nor reverse engineer or otherwise attempt to discern the source code of the Software. Further, User may not reproduce all or any portion of the Software (except as expressly permitted in this Agreement) or the Documentation. User agrees to notify its employees and agents who may have access to the Software of the restrictions contained in this Agreement and to ensure their compliance with these restrictions. User will be limited to usage by office site.
Title. Title to the software is not transferred to User. Ownership of the Software is vested in Automated Tax Office Manager, subject to the rights of use granted to User in this Agreement. All data stored in the software is owned by the User. Automated Tax Office Manager shall not disclose data stored in the software to any third party or contact any of the User’s clients.
Refund Policy. We will refund 100% of the software’s purchase price if you are not completely satisfied within the first 60 DAYs of purchase. This refund policy is good for the first licensed year only.
Non-Payment Policy. A $25 late fee will be assessed if your account is over 7 Days past due. After two months of non-payment your software will be suspended and a $50 reconnect fee will be assessed to reinstate your software. If your account is three months past due, your software will be permanently cancelled and all your client data, including back-ups, will be deleted.
Cancellation Policy. In the event the User would like to cancel their license agreement, they must fill out the cancellation form. All clients with Monthly Installation Payment contracts will continue to incur monthly fees and automatic withdrawals until said User notifies us of their intent to cancel by returning the signed cancellation form. If the User wishes, Automated Tax Office Manager can securely export the User’s client data (uploads) for a $100 fee.
Data Import Policy. Upon purchase, Automated Tax Office Manager will import the User’s current year client data into their Software at no additional fee. If the User would like prior year data imported to their Software as well, there is a $50 fee per year.

Client Data Security
All communications between your computers and our servers are secured with 256-bit Secure Sockets Layer (SSL) encryption. We use GlobalSign SSL Certificate for the most secure option for SSL with the highest authentication and the strongest encryption. We host our servers on a Private Cloud network at Liquid Web, a SSAE-16 Type audited secure data center located in Lansing, MI. All uploaded documents are stored redundantly with Amazon S3 across three availability zones. Automated Tax Office Manager will not give, sell or use your customer client data to any outside company for its use in marketing or solicitation. In addition, Automated Tax Office Manager will not market or solicit your company’s clients.

Limited Warranty
The performance of the Software varies with various manufacturers’ equipment with which it is used. Automated Tax Office Manager does not warrant the level of performance of the Software or that earlier versions superseded by new versions will continue to perform at the same level with the User’s equipment. Automated Tax Office Manager does not warrant that the Software or the functions contained in the Software will meet User’s requirements, operate without interruption or be error free.
Limitation of liability. In no event will Automated Tax Office Manager be liable for any lost profits or other damages, including direct, indirect, incidental, special, consequential or any other type of damages, arising out of this Agreement or the use of the Software licensed hereunder, even if Automated Tax Office Manager has been advised of the possibility of such damages. With the sole exception of such damages equal to the software fee received from the User.

General Provisions
Term and Termination. This Agreement and User’s subscription to the Software may be terminated (i) by User by giving Automated Tax Office Manager written notice of termination, (ii) by Automated Tax Office Manager, at its option, if User commits a material breach of the agreement, or (iii) upon termination of the Automated Tax Office Manager User Agreement, if any. Upon any termination of this Agreement, (i) User must cease all use of the Software, (ii) User must take such other actions as Automated Tax Office Manager may reasonably request to ensure that the User has stopped using the software and (iii) This Agreement together with any applicable Automated Tax Office Manager user Agreement embodies the entire understanding between the parties with respect to, and supersedes any prior understanding or agreement, oral or written, relating to the Software.
Governing law. This Agreement will be governed by and construed under the laws of the state of Michigan, U.S.A.
General Provisions. Neither this agreement nor any part or portion hereof may be assigned, sublicensed or otherwise Transferred by user. Should any provision of this Agreement be held to be void, invalid, unenforceable or illegal by a court, the validity and enforceability of the other provisions will not be affected thereby. Failure of a party to enforce any provision of the Agreement does not constitute and should not be construed as a waiver of such provision or of the right to enforce such provision. Export Laws. The Software, the Software technology and its related documentation may not be exported or re-exported in violation of the U.S. Export Administration Act and its implementing regulations.

2024-2025 Automated Tax Office Manager, LLC. All rights reserved.