One Flat Monthly Price. Unlimited Users Included.
ATOM’s software subscription is priced per office, not per user. Add your entire office without paying more for every employee.
Most Practice Management Software
ATOM Software
Starter
Perfect for managing your tasks, clients, and employees.
What’s included:
Pro
Ideal for firms that prioritize client and team communication.
What’s included:
Whether you are a CPA, an Enrolled Agent, a retail office, or a virtual office, ATOM gives your whole team access with one simple flat software subscription.
Schedule A DemoAdd the Tools Your Office Needs
Extend ATOM with communication, document, payment, recovery, and implementation services that fit the way your office works.
Document Recovery
Keep backup and recovery tools close to the documents your office already manages.
Keep client communication organized in a shared office inbox and connected to your ATOM workflow.
Faxing
Bring incoming and outgoing fax documents into the same system your office uses every day.
Text / SMS
Send reminders, updates, confirmations, and other client messages directly through ATOM.
VoIP Phone
Bring client calls and office phone activity closer to the records your team already manages.
Premium Onboarding
Get hands-on help configuring ATOM so your office is ready to transition and get started.
E-Documents & E-Sign
Send, complete, sign, and manage electronic documents directly through ATOM with E-Sign powered by DocuSeal.
KBA is only charged when used and is billed per signer, per attempt.One envelope may include multiple documents and multiple signatures. KBA and envelope overages are billed based on actual usage.
Integrated Payment Processing
Accept payments, send payment links, and keep payment activity connected directly to your ATOM workflow.
Accept Payments Without Leaving ATOM
Accept payments in person, online, or through the Client Portal while keeping payment activity connected directly to your ATOM workflow.
Take credit cards, ACH/eChecks, Apple Pay and Google Pay, send payment links, and set up recurring payments without moving between disconnected systems.
Payment activity posts directly inside ATOM, helping your team reduce duplicate entry and keep billing and payments easier to manage.
Frequently Asked Questions
How do I pay for the software?
ATOM contracts are billed monthly or annually. Your success is our goal, we appreciate the opportunity to earn your business!
What is a user?
A user is any person who uses the software. Anyone that works in your office should be setup as an ATOM user. Other companies will charge you for the number of users you will need. ATOM offers UNLIMITED users at no extra charge!
What about a custom quote?
Our experts will work with you to understand the specific needs and requirements of your tax or bookkeeping office. They will then develop a custom quote, based on our tax office software pricing.
What if I am not satisfied with the software?
ATOM is an all-in-one tax office solution that works great for bookkeeping businesses as well. We have spent years in these industries and have developed a program that will make your business run more efficiently. We guarantee it! If you’re not satisfied with ATOM within 60 days of purchase, we will refund the purchase price, no questions asked.
How much storage am I allocated?
You receive unlimited data storage.
Process payments inside client files or allow clients to process their own payments from the Client Portal.
Send, receive & store client faxes within their file - automatically. Never wait at a fax machine again.
Send, receive, assign, and store client emails - automatically. Never hunt through a cluttered email inbox again.
Send, receive, assign, and store client texts within their file - automatically. Never use your personal cell phone again.
Centralize office phone with ATOM for VoIP benefits. Track calls, remote access, intercom & more.
Send, Receive, and Store electronic documents (Form 8879) automatically in the client file/portal.
Sleep at night knowing you will never lose a document again, even when you accidently delete it.
Provides personalized setup and implementation support to help your office get ATOM configured and ready for your team. It helps make the transition smoother so you can start using the system with confidence.
Access Control & Permissions
All-Inclusive
Appointment Scheduler
Automated Refer-a-Friend
Automatic Notifications
Batch Messaging
Billable Punch Clock
Billing & Invoicing
Birthday Greetings
Checklists
Client Portal
Client Profile Management
CRM
Customizable Templates
Document Management
Employee Portal
Employee Punch Clock
Employee Work Scheduler
Free Training
Intelligent Data Analysis
Lobby Management
Multiple Office Integration
Online Review
Paper Savings
Project Tracking
Prospect Portal
Punch Clock
Referral Tracker
Secure File Sharing
Self-Service Check-In
Software Compatibility
Task Assignments
Unlimited Users
User Role Management
Web-Based Software
Workflow Templates