Project Tracking

Keep every engagement, task, and deadline organized from start to finish

ATOM’s Project Tracking feature gives your firm full visibility into every ongoing project. See who’s responsible, what’s been completed, and what’s next — all in one central dashboard that keeps your team aligned and accountable.

With Project Tracking, you can:

Full Project Visibility

See progress at a glance

Monitor every stage of your projects with a real-time view of tasks, owners, and due dates. ATOM helps you catch bottlenecks early and keep every engagement on schedule.

Assign and Organize Work

Clear accountability for every step

Break down complex projects into manageable tasks and assign them to the right team members. Each project stays structured, organized, and easy to track from start to completion.

Automatic Progress Updates

Stay informed without asking

ATOM updates project statuses automatically as tasks are completed. Your team and managers always know what’s in progress and what’s ready for review — without sending a single email.

Built for Organized Teams

Streamline Every Engagement

From new client onboarding to complex tax projects, ATOM keeps every moving part organized in one platform. You’ll know exactly what’s been done, what’s coming next, and who’s responsible for it — helping your team stay productive and on track.

Seamless Coordination

Connected Across Your Workflow

Project Tracking integrates with ATOM Tasks, Documents, and Client Records. Every update, file, and note is linked to the right project automatically, so nothing gets missed or duplicated across systems.

How Project Tracking Makes Your Work Easier

Complete Oversight

View all your firm’s projects in one central dashboard for better management and planning.

Improved Collaboration

Keep your team aligned with shared visibility into goals, progress, and upcoming deadlines.

Reduced Bottlenecks

Identify delays early and take action before small issues slow down your workflow.

Real-Time Updates

Automatic tracking keeps everyone informed without manual check-ins or reports.

Custom Views and Filters

Sort projects by client, status, or due date to focus on what needs attention first.

Better Client Outcomes

Deliver projects faster, with greater accuracy and consistency, through organized tracking and accountability.

The # 1 Practice Management Solution designed with your Office in mind

Your gateway to office productivity excellence.