Join Us for the 2025 ATOM User Meeting
We’re hosting our annual ATOM User Meeting and we’d love for you to join us.
September 8th, 2025 (8:30am – 5:00pm)
September 9th, 2025 (9:00am – 3:30pm)
Location: 4600 W. Saginaw Hwy Lansing, MI 48917
Registration:
- Early Bird (Until August 31): $299 (1st attendee)
- General: $325 (1st attendee)
- Additional from same office: $200 each
Space is limited, so we recommend registering early to secure your spot.
What’s in it for you?
We’re excited to invite you to the 2025 Fall ATOM User Meeting, happening this September at our office in Lansing, Michigan.
Connect with fellow ATOM users and tax professionals
Share best practices and insider tips
Get a sneak peek at our newest update (big things coming)
Learn directly from the ATOM team, including our CEO, Mark Pricco
Support staff will be available on-site for personal assistance
ATOM’s on-site programmer will be available to answer your technical questions.
A sneak peek of future features in ATOM
DocuSeal Integration
A new way to collect signatures, including wet signatures, faster than ever.
QR Code Check-In
Clients can now check in on arrival with a simple
scan.
ATOM Pay Portal
Accept payments and process credit cards directly through a new built-in portal.
And More!
More exciting features coming that we’ll unveil during the meeting.
Agenda:
Day 1
8:30 AM – 9:00 AM
Registration / Check-In
9:00 AM – 9:30 AM
Introduction Staff and Sponsors (ATOMPay / Echelon)
9:30 AM – 11:00 AM
NEW ATOM Updates – Fall/Winter Enhancements
11:00 AM – 11:15 AM
Break
11:15 AM – Noon
Tips For Note Taking (Predefined/Due Dates/Assignments/Placement)
Noon – 12:30PM
Tips to improving inside the client file ( Defaulting/Requested
preparer/referral)
12:30 PM – 2:00 PM
Lunch – ATOM Pay sponsored demonstration including
IPOS/Paya/Echelon portals
2:00 PM – 3:00 PM
Use of Client Communications in ATOM
3:00 PM – 3:45 PM
DocuSeal integration
3:45 PM – 4:00 PM
Break
4:00 PM – 5:00 PM
Questions/Discussion about future updates (Gonzalo Virtual)
5:00 PM – 6:30 PM
Happy Hour in house- Sponsored by Echelon
– Tour of the X-TAX office
– Network with other ATOM Users
Day 2
9:00 AM – 9:30 AM
Questions on Day 1 Topics (Recap if we missed anything)
9:30 AM – 11:00 AM
Setting up Bookkeeping/Payroll/Misc (Workflow/How its Used/Business
Types)
11:00 AM – 11:15 AM
Break
11:15 AM – 12:00 PM
Reports to use in your office
12:00 PM – 1:00 PM
Lunch
1:00 PM – 2:00 PM Tips to correct problems in your Tax office / Submitted Questions
02:00 PM – 2:15 PM
Break
02:15 PM – 2:45 PM
Improving the Client file 2.0
02:45 PM – 3:30 PM
Wrap Up/Closing Remarks
Reserve Your Seat Today
Spots are limited and filling fast. Don’t miss this opportunity to sharpen your skills, network, and get the most out of ATOM Software.