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Logo of ATOM Tax Office Manager

ATOM Tax Office Manager

Website

Last updated on

Ratings

G2
4.0/5
(1)

ATOM Tax Office Manager description

ATOM Tax Office Manager is a software designed by tax professionals to help manage tax practices. It aims to boost efficiency and streamline operations for tax offices of all sizes. ATOM offers features like client management, document management, appointment scheduling, workflow customization, and integrations with payment processing, communication tools, and more. It promises to help you go paperless, improve team collaboration, and increase productivity.


Who is ATOM Tax Office Manager best for

ATOM Tax Office Manager is built for tax professionals seeking to manage their practices more efficiently. We find it's particularly useful for offices of all sizes looking to boost efficiency and streamline operations. With features that include client management, document management, and workflow customization, ATOM aims to help you go paperless and improve team collaboration, which should increase overall productivity. Based on the reviews, it seems like a solid option for tax practices.

  • Great for any size tax office looking to streamline their work and collaborate better. It is particularly well-suited for small to medium businesses.

  • Specifically designed for tax professionals, we think ATOM Tax Office Manager is a great fit for the Finance, Banking, Insurance, and Legal industries.


ATOM Tax Office Manager features

Supported

Client portal: Ability for clients to access the platform

Supported

Workflow management: Ability to create and manage workflows to automate recurring tasks.

Supported

Progress Monitoring: Offers tools to monitor progress towards goals and KPIs, such as dashboards and reports.


ATOM Tax Office Manager pricing

See the ATOM Tax Office Manager pricing page.

Annual Plan
$1999 per office/year

Includes unlimited users, clients, projects, and document storage. It also includes online hosting, 10-day backup, free training videos, and software upgrades.


ATOM Tax Office Manager alternatives

  • Logo of Karbon
    Karbon
    Accounting firm workflow, communication, and client management streamlined.
    Read more
  • Logo of Financial Cents
    Financial Cents
    Accounting practice management: Streamlined workflows, automated tasks, scaled growth.
    Read more
  • Logo of TaxDome
    TaxDome
    Simplifies tax practice management: clients, workflow, billing unified.
    Read more
  • Logo of Canopy
    Canopy
    Streamlines accounting busywork, boosting efficiency and client joy.
    Read more
  • Logo of UltraTax CS
    UltraTax CS
    Professional tax prep software streamlining firm workflows.
    Read more
  • Logo of SurePrep
    SurePrep
    Automated tax prep and delivery for modern accounting firms.
    Read more

ATOM Tax Office Manager FAQ

  • What is ATOM Tax Office Manager and what does ATOM Tax Office Manager do?

    ATOM Tax Office Manager helps tax professionals manage their practice. It offers client and document management, appointment scheduling, workflow customization, and integrations with various tools. We find it helps streamline operations and boost efficiency for tax offices.

  • How does ATOM Tax Office Manager integrate with other tools?

    ATOM Tax Office Manager integrates with various tools, including payment processors, communication platforms (like email, text, and VoIP), and document recovery services. This allows for streamlined workflows and enhanced communication within the tax practice.

  • What the main competitors of ATOM Tax Office Manager?

    We find ATOM Tax Office Manager competes with similar tax practice management solutions like Karbon, Financial Cents, TaxDome, Canopy, UltraTax CS, and SurePrep. These alternatives offer various features for client management, workflow automation, and tax preparation.

  • Is ATOM Tax Office Manager legit?

    ATOM Tax Office Manager is a legitimate software designed for tax professionals. It's well-regarded with a 4/5 rating on G2 and offers various features to streamline tax practice management. We find it's suitable for tax offices of all sizes.

  • How much does ATOM Tax Office Manager cost?

    ATOM Tax Office Manager costs $1999 per office/year. This includes unlimited users, clients, and projects. Add-ons like faxing and email are available for additional fees.

  • Is ATOM Tax Office Manager customer service good?

    There are currently no customer service reviews available for ATOM Tax Office Manager. Therefore, we cannot comment on the quality of their customer service.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.