Data sharing. To prevent data duplication, ATOM shares the client data that you have already entered into your tax preparation software. ATOM imports data such as client name, mailing address, phone numbers, and e-file information directly from your tax software. By integrating ATOM with your tax software program, all your client data will be centralized, rather than spread across multiple software applications.
The tax software that is currently fully integrated with ATOM is: Drake Software, Crosslink and Tax Wise. This doesn’t mean offices that use other tax software cannot use ATOM. We can still import all your client data we just will not be able to continually update “real time” with your tax software. However, we have hundreds of offices using ATOM that are not fully integrated and still benefit from all the amazing ATOM features.