ATOM Software
ATOM Software is a robust practice management solution designed for tax offices, enhancing productivity and streamlining operations.
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Description
ATOM Software is a comprehensive practice management solution tailored for tax offices and similar businesses. The software is designed to streamline operations and enhance team collaboration through a range of functionalities. Key features of ATOM include:
- Centralized Client Information: Store and manage client data seamlessly, allowing for quick access and better service.
- Paperless Document Management: Reduce physical paperwork with digital document management, facilitating easier storage and retrieval.
- Automated Workflows: Tailor workflows to fit specific office needs, improving efficiency and reducing manual tasks.
- Single Calendar Scheduling: Manage appointments and deadlines through a centralized calendar, allowing for better time management.
- Secure Client Portal: Offer clients a secure way to communicate and manage files, enhancing client interactions.
- Communication Tools: Utilize integrated tools including text messaging and email management, as well as VoIP services for effective communication.
In addition to these features, ATOM Software supports online payment processing and various value-added services such as faxing and document storage. With a focus on user satisfaction, ATOM offers customization options to meet specific needs of tax offices. The software also includes a 60-day money-back guarantee, ensuring that users can explore its capabilities risk-free. This solution aims to not only improve customer service but also reduce operational costs and increase overall productivity during busy tax seasons.
Features
Centralized Client Information
Manage all client data in one place for improved access and service.
Paperless Document Management
Eliminate physical paperwork with a secure digital platform for document storage.
Automated Workflows
Customize workflows to automate routine tasks and enhance productivity.
Single Calendar Scheduling
Utilize a unified calendar for all appointments and deadlines.
Secure Client Portal
Enhance client communication through a secure portal for file sharing and messaging.
Integrated Communication Tools
Use built-in tools for text messaging, emailing, and VoIP services.
Value-Added Services
Take advantage of services like credit card processing, faxing, and online payment solutions.
Tags
Documentation & Support
- Installation
- Documentation
- Support
- Online Support
- Customizable