Automated Tax Office Manager

ATOM


5 / 5
1 review


Average Ratings

1 Review

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $79.00/month
  • Deployment
    Cloud, SaaS, Web

Vendor Details

  • Automated Tax Office Manager
  • www.atomanager.com
  • United States

About ATOM

All-in-one tax practice solution that enables tax and bookkeeping offices to speed up the processing of tax returns, manage their everyday activities, and easily communicate with clients.


ATOM Features

  • Approval Process Control
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • Scenario Planning
  • Tax Filing
  • Tax Forms
  • Workflow Management

ATOM Reviews Recently Reviewed!


Capterra loader

AMAZING!!!

Feb 14, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The office management software is everything you need to track clients. Everyone in the office can quickly see the status and note a phone call, message other office staff, or add needed documents without having to interupt the staff member working on the client file or go locate the actual paper file. IT WORKS!

The client portal for secure communication with clients is just icing on the cake.

Cons: Wish we would have known about it sooner. We do wish there was an option to pay in full and not require monthly fees. Maybe a limited service to retain client data in same formats even if you could not make changes in the event a business wanted to downsize or close. We have no intentions of closing but was a concern if we no longer wanted a monthly expense.

I do wish there was a one button option for moving someone from the lobby to tax prep. Something like the check-in option that front desk staff could click to move clients to each preparers office without accessing the office event screen but this is such a minor thing.

Overall: The benefits include quicker and more accurate communications/feedback with clients. We have been using ATOM for less than 30 days so we are just beginning to see some of the benefits.

Being able to take a phone message and note the file saves so much time and allows for better follow-up and follow-through. We no longer have to write a phone message and then locate the paper file to make notes. Much more efficient.