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ATOM Logo

Tax practice and office management solution

ATOM - 2025 Pricing, Features, Reviews & Alternatives

Table of Contents

What is ATOM?

ATOM is a practice and office management solution designed for tax practitioners, advocates, and cost accountants. It offers a range of features and modules to streamline and automate various tasks and processes within organizations. ATOM includes a task dashboard for task management, recurring task automation, and approvals for task workflows. It also provides form solutions, digital signature tracking through a DSC register, and client portal access for communication.

The software offers role-based permissions, management tools, and a knowledge portal for accessing resources. ATOM aims to enhance productivity, improve client retention, automate tasks, control revenue leakage, increase profitability, and provide plugins to streamline work processes. The software also includes features such as a dashboard, task management, client management, reports, storage management, invoicing, calendars, and services. Additionally, ATOM offers integrations and customizable reports, making it adaptable for CA CS tax practitioners, advocates, and cost accountants.

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ATOM's features

@mentions
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Approval Process Control
Assignment Management
Billing & Invoicing
Business Process Automation
Calendar Management
Chat/Messaging
Client Management
Collaboration Tools
Commenting/Notes
Communication Management
Contact Database
Customizable Fields
Customizable Invoices
Customizable Reports
Data Import/Export
Deadline Management
Document Management
Document Storage
Drag & Drop
Due Date Tracking
Email Management
Email Reminders
Employee Management
File Management
File Transfer
Forms Management
Hourly Billing
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Messaging
Online Invoicing
Prioritization
Productivity Analysis
Progress Tracking
Project Management
Project Planning/Scheduling
Project Time Tracking
Project Tracking
Project Workflow
Real-Time Analytics
Real-Time Data
Real-Time Monitoring
Real-Time Notifications
Real-Time Reporting
Real-Time Updates
Recurring Tasks
Reminders
Reporting & Statistics
Reporting/Analytics
Resource Management
Role-Based Permissions
Search/Filter
Status Tracking
Sub-Task Management
Task Board View
Task Editing
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Task Tagging
Third-Party Integrations
Time & Expense Tracking
Time Tracking
Timesheet Management
To-Do List
Transaction History
User Management
Workflow Configuration
Workflow Management

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ATOM support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live rep)
Chat

Training options

In Person
Live Online
Documentation
Videos

ATOM FAQs

Q. Who are the typical users of ATOM?

ATOM has the following typical customers:
Large Enterprises, Mid Size Business, Small Business

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Q. What languages does ATOM support?

ATOM supports the following languages:
English


Q. Does ATOM offer an API?

No, ATOM does not have an API available.


Q. What level of support does ATOM offer?

ATOM offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

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