Task Assignments

Keep Every Task Moving Forward

Create tasks, set priorities and due dates, assign responsibilities, and keep your team organized from one central place inside ATOM.

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Tasks Organized in ATOM
Assignee Clear ownership
Due Date Keep work visible
Priority Focus attention
Client Work Keep context connected
With Task Assignments

Give Everyone a Clearer View of the Work Ahead

Organize responsibilities, important dates, and task details so your team knows what needs attention.

Eliminate Confusion

Clear Task Ownership

Assign work to the right team member so responsibilities are easy to understand and follow.

Stay Organized

Smarter Workflows

Keep task details, client context, priorities, and responsibilities together instead of scattered across separate notes.

Keep Dates Visible

Deadline Confidence

Add due dates and priorities to make upcoming work easier for your office to see and manage.

From To-Do to Done

Turn Tasks Into Action

Give each task the context it needs, assign it to the right people, and follow its progress as work moves through your office.

Due Dates Priorities Client Linking Team Assignments
01
Create the Task Add the work your office needs to complete.
02
Add the Details Include a due date, priority, description, or client when needed.
03
Assign Your Team Give responsibility to the team member or members handling the work.
04
Track Progress Keep task status visible as work moves toward completion.
Built for Busy Tax Offices

Make Day-to-Day Work Easier to Manage

A clearer task process helps your office stay organized when client work and deadlines begin to stack up.

Better Accountability

Make it easier to see who is responsible for each piece of work.

Easier Prioritization

Use priorities and due dates to help your team focus on the work that needs attention first.

Client-Linked Work

Connect tasks to client work when appropriate so important context stays easier to find.

Team Visibility

Give your office a clearer picture of active work and what still needs to be completed.