ATOM Software User Manual
Introduction
© 2015 Automated Tax Office Manager, LLC. All rights reserved
4
Referral Tracking:
Immediately identify your best referral sources and determine your ROI (Return on Investment). ATOM
includes an automated Refer-A-Friend Program that tracks referral sources and generates referral letters
and mailing labels.
Cash Receipts and Billing:
ATOM generates a concise breakdown of revenue by processing invoices, recording payments and
payment methods, and automatically tracking contact balances.
Punch Clock:
ATOM's automated time clock allows centralized up-to-the minute tracking of employee attendance
available at multiple offices and includes functionality to document and track Billable Client hours.
Payroll:
Prepare your office payroll in minutes. ATOM's all-inclusive features mean that you no longer need to
transfer employee hours into a separate payroll program. Payroll reports are quick and easy to produce;
and your employees have ready access to their wage detail.
Scheduling:
Improve staff utilization by matching return complexity with staff competency. Reduce payroll costs by
using historical data to plan for future staffing demands. Online scheduling allows your staff to easily ac-
cess their work and availability schedules.
Office Events Tracking / Workflow Management:
ATOM’s workflow technology eliminates manually moving files throughout the office. Returns and
tasks are moved effortlessly with a click of a mouse. The Office Events feature helps tax offices increase
productivity and efficiency in processing tax returns and providing exceptional customer service. The
increase in productivity enables offices to assume a greater workload, ultimately resulting in increased
profitability.
Reports:
ATOM’s all-inclusive software application allows you to produce a vast array of management reports
which enable you to monitor and improve all aspects of your tax office. Some examples are the
Labor/Revenue report, ROI, Referral Types, and Cash Receipts.
Business Types:
Organize all your contacts and businesses within one central database. Set up individual workflows to
help streamline your office and transition you towards a paperless office.
ATOM Software User Manual
Introduction
© 2015 Automated Tax Office Manager, LLC. All rights reserved
5
Support
ATOM Support Team Hours:
January 1 - April 15
Monday - Friday, 9 A.M. to 9 P.M. EST
Saturday, 10 A.M. to 5 P.M. EST
April 16 - December 31
Monday - Friday, 9 A.M. to 5 P.M. EST
Telephone
877-323-4850
E-mail
sales@atomanager.com
Fax
(517) 323-4840
ATOM Client Portal
Send us a Portal Message through your account
ATOM Software Admin Manual
Getting Started
© 2015 Automated Tax Office Manager, LLC. All rights reserved
6
Getting Started
System Requirements
Internet Explorer 8.0 or higher and Internet access (Will work with Internet Explorer 6.0, but the print-
ing capability and the spell checker in the Message Center will be affected).
RAM of 960 MB or higher for Optimum Performance.
Disable the pop-up blockers.
Login
1.
Enter your Username
2.
Select your Site from the drop-down menu
3.
Enter your Password
4.
Click on the Login button
OTE:
The Login is case sensitive. The Password must be a minimum of 8 characters, a mix of upper
and lower case letters, and at least one number or special character. The Administrator needs to as-
sign your Username and Password before you can initially login. Once logged in, you can change both
your Username and Password.
* Users will be locked out of ATOM for 15 minutes after 5 failed login attempts for security purposes. If
you forget your password or username and select the “Forgot Password” link a system-generated
password will be sent to the email address recorded on your User page along with your username.
The User Portal gives users limited access to view certain things such as assigned tasks, messages, ap-
pointments, work schedule, punch clock, and reports. An error message will display if they try to access
a restricted area.
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