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.

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