We offer an advanced storage package that provides Unlimited,
continual document backup with A3 Versioning.

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

Yes, VoIP is available as a Value-Added Service.

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

Yes, fax is available as a Value-Added Service. Send/Receive/Store client faxes within their file – AUTOMATICALLY! Never wait at a fax machine again

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

Yes, ATOM offers a PIN based signature solution at no cost.

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

Process payments inside client files or allow clients to process their own payments from their Client Portal using ATOM Pay.

Payment options include online virtual payment, send a payment link, or use a credit card terminal.

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

You can discontinue your ATOM Software at any time by contacting ATOM Support. We will send you a cancellation letter which you can sign and set the effective cancellation date. Prior to that date, you can run a series of reports to export your client/office data, and individually move any stored document in your ATOM Site. If you wish to purchase a one-time site document backup, we can initiate your request prior to leaving us. After the agreed-upon cancellation date, all of your site data and documents are permanently deleted from our servers ensuring you and your client’s online safety.

ATOM’s Value-Added Services Suite, email, text, VoIP, and fax significantly help solidify your software’s ability to be an all-in-one application and enhance your communication abilities. While they are not required, they do provide incredible benefits. Many of our users believe them to be near-essential.

Any scanner will work with ATOM, but we recommend a quality, high-speed, duplex scanner such as the Ricol (formerly Fujitsu) ScanSnap.

ATOM’s Employee Punch-Clock feature can easily track employee time for billable and payroll purposes. For offices that wish to set safety parameters to prevent employees from accessing ATOM outside office hours or designated workstations, ATOM can easily customize your individual employees’ access permissions by work schedule or IP Address.

The simple beauty of ATOM’s cloud-based application is that users can log in from anywhere in the world. You are no longer chained to one desk with a static software package that is only installed on specific machines. You no longer have to worry about being in two places at once as you can work from anywhere and still see everything happening at any of your locations. Offices with more than one location can access all workflows, calendars, reports, and client information in one convenient ATOM website.

Once we receive your contract, we will process your payment and create your custom software URL. This process usually takes 1-3 business days. Once it is finished, we will email you information on how you can access your new ATOM site. We will also schedule your first ATOM Training session with you to go over the basics and discuss your future training needs and plans. Most offices begin their ATOM training with sessions designed to help customize their main Workflow and Document Storage / Client Portal needs.

ATOM works seamlessly alongside every tax preparation software, and we have clients across the entire North and South American continents.

We strive to provide the best customer support in the industry! All our clients have access to unlimited training and support. We do not charge for any of your support needs and are available all year by phone, text, email, fax, or portal message. We encourage you to utilize both our online support and our phone support as much as needed. Our goal is to ensure you fully utilize ATOM to its potential and have the support to do so.  ATOM Support and unlimited training is FREE!

Yes, ATOM can work on any Web browser. Offices with a Firewall will need to request their provider to “Whitelist” their ATOM site to ensure all its features can function as designed. As long as your remote server allows you to download the internet browser of your choice, your access to ATOM will operate as needed. In rare cases, you may also need to contact your server provider to adjust your browser permissions to allow full ATOM access.

We recommend limiting individual file sizes to 1GB. Files greater than 1GB may require programmer site permissions or extension approval if your file is an uncommon file type. We work with individual offices to adjust as needed.

Your ATOM software includes unlimited storage with no additional fees. All sites have a 14-day site and document restoration timeline. We do offer unlimited Document Restoration for an additional annual fee. Contact ATOM Support at 517-940-8745 for pricing.

To ensure the highest level of confidentiality and security, it is our goal to clarify our policy on the collection and use of customer client data. We define customer client data as your company’s personal information and your client’s personal information. We will not give, sell or use your customer client data to any outside company for its use in marketing or solicitation. In addition, ATOM will not market or solicit your company’s clients. When you provide your customer client data to ATOM (such as name, company name, address, phone number, email, client Social Security Numbers, client Employer Identification Numbers, and electronic filing data), we will maintain its confidentiality and it will be used only to support your customer relationship with ATOM.

Our employees are trained and required to safeguard your information. Using physical, electronic and procedural safeguards, we restrict access to personal information to those employees for business purposes only.

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, each separated by miles across an AWS region.

ATOM does not have a downloadable application as our site has dynamic programming that adjusts to your mobile screen and can be accessed on your phone or tablet’s web browser. Neither you nor your clients are required to download an outside application to instantly access your database or portal. Your sites are always available no matter what device you might be using.

All you need is Internet access. ATOM will operate on any web browser. We recommend Edge, Chrome, or Firefox. *Safari has no known issues at this time, but Apple programming may sometimes interpret some ATOM functions differently (icons or permissions).

We recommend sufficient high-speed internet packages for your commercial or home offices to ensure your ATOM pages and extra functions can operate quickly and efficiently.

Yes, email is available as a Value-Added Service. Send, Receive, Assign, Store client emails – AUTOMATICALLY! Never hunt through a cluttered email inbox again.

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

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

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.

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.

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.

There are no ATOM Software fees for training.  Training is FREE and unlimited.

Should you need customized training contact ATOM Support at 517-940-8745 for pricing.

There are no ATOM Software fees for document storage. Document storage is unlimited.

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

Contracts are prorated at purchase and expire at the end of December.

The software fee for a single office is $1,999.  Additional offices may be added.

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

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.

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

With ATOM, you can have as many Users as needed. ATOM does not charge per User.

Sleep at night knowing you will NEVER lose a document again, even when you accidentally delete it.
If you’re looking for Peace of Mind, what can you do?

Add ATOM’s Peace of Mind Document Storage. All uploaded documents are encrypted and stored with Amazon S3 Versioning continual storage.

ATOM software fees for this application are $100 yearly.  Fees are prorated at purchase.

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

Centralize your office phone with ATOM’s VoIP benefits. Track calls, remote access, intercom and more.  Most importantly, your employees can provide customer support from anywhere they have an internet connection.

Can you Keep Your Current Number?
Yes, you can Port your current number to Twilio for your phone line.

What Kind of Equipment Will You Need?
The ATOM VoIP system is built to be used directly in your current site. Any “speaker/microphone” combination that can be accessed in the device you use to open your ATOM Software will work.

How Much Does Twilio VoIP Cost?

ATOM Software fees for the application integration with our third-party vendor (Twilio) is $300 yearly. Fees are prorated at purchase.

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

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Twilio charges calls by the minute. The charges vary based on your internal Twilio setup, call volume, calls in, calls out, and conference calls. The per minute charges are accrued and billed to your credit account stored with Twilio.

See Twilio.com for more information.

Send/Receive/Assign/Store client texts within their file AUTOMATICALLY! Never use your personal cell phone again.

Can you Keep Your Current Number?
Yes, you can Port your current number to Twilio for your phone line.

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ATOM software fees for the application integration with our third-party vendor (Twilio) is $150 yearly.  Fees are prorated at purchase.

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

Twilio usage fees include a $1 a month charge to reserve your text number, then per text charges are accrued and billed to your credit account stored with Twilio.

See Twilio.com for more information.

2-way Email via Twilio’s SendGrid

Send, Receive, Assign, Store client emails – AUTOMATICALLY!

Never hunt through a cluttered email inbox again.

See Twilio.com for more information.

ATOM software fees for the application integration with our third-party vendor (Twilio / SendGrid) is $100 yearly. Fees are prorated at purchase.

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

Send/Receive/Store client faxes within their file AUTOMATICALLY!

Never wait at a fax machine again.

ATOM software fees for the application integration with our third-party vendor, InterFAX with Upland, is $50 yearly.  Fees are prorated at purchase.

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

InterFAX offers customized pricing packages to fit your office needs or seasonally adjusts your account to allow for a busy tax season. Package prices are set in increments of 100 pages (minimum per month). A one-time setup fee is billable on your first month’s invoice, billed separately by InterFAX.

Base monthly charges are set to a 100-page minimum and would be $14.00 / month even if you don’t use your 100-page minimum.

Process payments inside client files or allow clients to process their own payments from their Client Portal using ATOM Pay.

Payment options include online virtual payment, send a payment link, or use a credit card terminal.

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