ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
21
Cell Phone Providers
Enable use of cellular provider’s “email to text” feature for client communication by linking your cli-
ent’s cell phone number and carrier. Standard text messaging rates will apply so it is best to receive a
client’s permission to send text messages.
Column Descriptions for Cell Phone Provider Screen
Provider
Cellular Providers can be added or edited as needed. The options listed will ap-
pear in your client’s Contact Information section in a selectable drop down menu
Email Domain
A quick internet search can produce most carrier “email to text” domain addresses
so that you can add those commonly used in your area.
ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
22
Client Portal Links
Use the Client Portal Link to customize the links that the contact will see when they access their Client
Portal.
Column Descriptions for Client Portal Link Screen
System Name
The system will automatically generate these names during you ATOM set
up.
Custom Name
Customized Names entered here will appear in the client portal rather than
the System Name.
Ordinal
The order in which the system or custom name appears in the client portal.
Inactive
Remove a system/customized option from view by selecting the Inactive
feature.
Years to Display
You may limit the amount of accessibility to account year data.
Hide in Mobile Site
Selecting will remove this viewing option from the Client Portal when the
client is viewing from a mobile device.
See: Client Portal Training Video for more detailed information
ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
23
Client Portal Link Descriptions/Instructions
Client Portal Main Menu
The Main Menu link returns the client to the menu links
Check the Status of My
Tax Return
Federal and State refund links can be accessed for status checks
Get a Copy of My
Tax Return Documents
Documents that you have given your client “Access” to will appear here
Get a Copy of My Invoice
and Receipt
Invoice and statements can be viewed and printed by the client
Upload Documents
Clients can upload documents for your view
Send Questions/Notes/
Attachments to my File
Client correspondence and replies can be viewed and archived
Client Feedback
Your client can send service reviews here that you can add to your own
media profiles
Office Events Tracking
Your client’s current Event Status will be viewable with this option. All
Office Event notes will also display here if you have enabled this function.
Notes can be “turned on” in the Company section of the Admin page.
ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
24
Schedule My Appointment You can allow your clients to schedule their own appointment in real time.
Set and verify your work schedule for employees you wish to allow Client Portal Scheduling for and enable the
“Display on Client Portal Schedule Appt. Page” on the Admin>User page for those with verified work schedules
whom you wish to allow Client Portal Scheduling
ote:
Users with whom “Disregard Work Schedule” have been selected will show as available at the “Start of time
scale:__:__” till the “End of time scale: __:__”
N
ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
25
Request an Appointment
You can allow your client to Request an appointment that you can
then schedule and verify
Client Referrals
Clients can track their RAF (Refer a Friend) history
Update My Address/Email
/Phone/Password
Clients can modify their own personal Contact Information for
their Client File
Logout
Secure Log Out
Company
Use the Company screen to add, edit, and delete Company Information, Security Information, Federal
Unemployment Information, and State Unemployment Information
To access the Company Screen:
Go to Admin > Company
Field Descriptions for Company Information
Company Name
Your Company Name you would like displayed on your Invoices and Payroll
reports.
Address
Your Company’s address that you would like displayed on your Invoices and
Payroll reports.
City, State, Zip Code
Your Company’s City, State, and Zip Code that you would like displayed on
your Invoices and Payroll reports.
Phone#
Your Company’s phone number that you would like displayed on your
Invoices and Payroll reports.
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