Take Your Office to the Next Level with
All-in-One Software Capabilities
Experience our comprehensive suite of features tailored for tax and accounting professionals, including integrated client management, automated workflow, and secure data storage, empowering you to elevate your practice and deliver unparalleled results. Improve customer service and reduce expenses.
60-Day Money Back Guarantee
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.
Access Control and Permissions
Set custom access levels and permissions to ensure that only
authorized personnel can access specific data and
functionalities.
All-Inclusive
Simplify learning and reduce costs with one comprehensive software application.
Appointment Scheduler
Automated Refer-a-Friend
Simplify referral tracking and generate referral letters automatically.
Automatic Notifications
Stay on top of deadlines, appointments, and important events,
and keep your clients informed every step of the way.
Batch Messaging / Birthday Greetings
Bulk emails, texts and client portal updates.
Great for client newsletters and holiday greetings.
Billing & Invoicing
Streamline revenue tracking, payment processing, and client
balances effortlessly.
Checklists
Automate task tracking and integrate it seamlessly into your
workflow.
Client Portal
Empower your clients with a dedicated portal where they can
access important information, updates, and project details in
real-time.
Client Profile Management
From contact details to preferences and past interactions, this
feature ensures you have the information you need.
CRM
Automate routine tasks, manage leads, and nurture client
relationships, all within a user-friendly interface to optimize
efficiency.
Customizable Templates
Tailor emails, documents, and messages to match your brand
identity effortlessly, while delivering a professional and
cohesive image to clients.
Document management
Easily track and access client files electronically. Be a paperless office.
Electronic signatures
This functionality allows you to securely obtain PIN-based signatures from
clients, reducing administrative hassles.
Email, text and faxing
Send professional emails, SMS updates, and even faxes
effortlessly, all from a centralized platform. (See Sign-up form for pricing)
Employee portal
Access work schedules, appointments, tasks, messages, and time
clock from anywhere.
Employee work scheduler
Plan staffing needs based on historical data and enable online
scheduling.
Free training
Learning one all-inclusive software application rather than
multiple programs significantly reduce your learning curve and
training costs.
Intelligent data analysis
Discover patterns, trends, and valuable insights to make
informed decisions and drive your business forward.
Lobby management
Welcome clients and visitors with ease, manage appointments, and
ensure a smooth check-in process.
Multiple office integration
Access real-time data for all offices from one central source.
Online review
Encourage customer feedback and manage online reviews
effortlessly.
Paper savings
Transition to a paperless office and reduce paper and storage
costs.
Productivity and project tracking
Monitor progress, set milestones, and collaborate seamlessly,
ensuring projects are completed on time.
Prospect portal
Capture and convert leads efficiently with advanced tools. Turn your website into a ‘sales funnel’.
Punch Clock
Record employee and client billable hours
Referral tracker
Identify top referral sources and measure ROI with ease.
Secure file sharing
Share documents and files with confidence using our secure file
sharing feature.
Self-service check-in
Boost customer satisfaction with quick and easy self-service
check in, from the lobby or from the parking lot.
Software compatibility
Eliminate redundant data entry with automated client data
updates.
Task assignments
Centralize and manage all your tasks for improved productivity.
User role management
Assign roles and responsibilities to team members, ensuring
everyone has the appropriate access and permissions,
VoIP Phone
Centralize office phone with ATOM for VoIP benefits. Track
calls, remote access, intercom & more. (See Sign-up form for pricing)
Web-based software
Hassle-free hosting and upgrades on dedicated secure servers.
Workflow templates
Automate routine tasks, manage leads, and nurture client
relationships, all within a user-friendly interface to optimize
efficiency.
The # 1 Practice Management Solution designed with your Office in mind
Your gateway to office productivity excellence.
Sign Up NowTerms and Conditions 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 LicenseLicense 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.
Privacy Policy
At ATOM Software, we value your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, and safeguard the information you provide to us through our website.
Information Collection
We collect various types of information when you interact with our website, including:
- Personal Information: This includes your name, email address, contact details, and any other information you voluntarily provide.
- Usage Data: We may collect data about how you navigate and interact with our website, such as your IP address, browser type, pages visited, and time spent on each page.
Use of Information
We use the information we collect for the following purposes: - To Provide Services: We may use your information to deliver the services you request from us.
- Communication: We may contact you with relevant information, updates, or promotional materials related to our services.
- Analytics: We analyze user behavior to improve our website’s functionality and user experience.
Information Sharing
We do not sell, trade, or otherwise transfer your personal information to third parties without your consent. However, we may share information with trusted service providers who assist us in operating our website and conducting our business.
Cookies and Tracking Technologies
We use cookies and similar tracking technologies to enhance your experience on our website and gather information about your preferences. You can adjust your browser settings to control the use of cookies.
Data Security
We implement security measures to protect your information from unauthorized access, disclosure, alteration, or destruction.
Your Choices
You have the right to access, modify, or delete your personal information. You can also unsubscribe from our communications at any time.
Updates to this Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices. We encourage you to review this policy whenever you use our services to stay informed about how we protect your information.
By using our website, you consent to the terms outlined in this Privacy Policy.
If you have any questions or concerns about our privacy practices, please contact us at [contact email].
Last updated: 11/19/2023
Terms & Conditions
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 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.
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.
2023-2024 Automated Tax Office Manager, LLC. All rights reserved.
Cookie Policy
At ATOM Software, we use cookies and similar tracking technologies to
enhance your browsing experience and provide you with personalized
content. This Cookies Policy explains how we use cookies and your
choices regarding their use.
What are Cookies
Cookies are small text files that are stored on your device (computer,
smartphone, tablet) when you visit a website. They allow the website
to remember your actions and preferences over time.
How We Use Cookies
We use cookies for various purposes, including:
- Essential Cookies: These cookies are necessary for the proper functioning of the website. They enable basic functions like page navigation and access to secure areas of the site.
- Analytics Cookies: We use these cookies to gather information about how visitors use our website. This helps us analyze data to improve the site’s performance and user experience.
- Functionality Cookies: These cookies remember your preferences and choices to provide a more personalized experience.
- Advertising Cookies: We or our third-party partners may use these cookies to deliver relevant advertisements to you based on your browsing behavior and interests.
Your Choices
You can control and manage cookies through your browser settings. You have the option to block or delete cookies, and you can also set your browser to notify you when a cookie is being placed on your device.
Please note that blocking or deleting cookies may impact certain features and functionality of our website.
Third-Party Cookies
Some of the cookies on our site may be placed by third-party services. We do not control these cookies, and their use is subject to the privacy policies of the respective third parties.
Updates to this Cookies Policy
We may update this Cookies Policy periodically to reflect changes in our use of cookies. We encourage you to review this policy whenever you visit our website to stay informed about how we use cookies.
By continuing to use our website, you consent to the use of cookies as described in this policy.
If you have any questions or concerns about our cookies practices, please contact us at [contact email].
Last updated: 11/19/2023
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