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877.323.4850 Facebook Google RSS Linked In Youtube Facebook Google RSS Linked In Youtube Home About Us Testimonials Pricing FAQ Features Events Contact Select Page The Ultimate Tax Office Solution ATOM is the best thing to happen to the tax office since the calculator! - Larisa Humphrey Abundant Returns Tax Service Find Out Why The Ultimate Tax Office Solution ATOM is the best thing to happen to the tax office since the calculator! – Larisa Humphrey Abundant Returns Tax Service  Efficiency for Employees Lost client files are a thing of the past. No longer spend hours hunting down misfiled file folders. All client information is centrally stored to optimize your employee’s time and ultimately improving your company’s bottom line.  Workflow Management Customize work-flows to fit your different types of business, such as tax preparation, bookkeeping, IRS resolution, financial planning, etc.  Document Management Reduce paper and toner costs by storing, tracking and accessing client files electronically. Documents can be quickly accessed by staff or clients with just a few clicks. THE ATOM ALL-IN-ONE OFFICE SOLUTION! Process more tax returns in less time, with fewer hassles! See Our Demo View Pricing GO GREEN, BE A PAPERLESS TAX OFFICE! THE FASTER, SAFER WAY TO COMMUNICATE WITH YOUR CLIENTS AND EMPLOYEES Client Portal This isn’t your typical Client Portal. We didn’t stop at just sending and receiving tax documents. With ATOM the client can send messages, schedule appointments, make payments, check tax return status, and much, much more. And did we mention they can do this all on their phone. Workflow Automation and Schedulers Automate and customize your workflow to easily track client status from start to finish using embedded checklists to ensure work is completed timely and accurately along the way. ATOM’s unique appointment scheduler will optimize your employee’s time and abilities. Document Storage and Data Management Securely store documents and digitized notes online for quick access anywhere. SEE MORE Provide convenience for your customers with ATOM Software Decrease your customer’s lobby wait time and give them immediate answers since data is quickly retrievable and their records are stored in a secure portal versus a misplaced file. See for yourself and watch our recorded demo. VIEW DEMO CONTACT ATOM TO START SAVING NOW CONTACT US ATOM Menu ATOM Login Events Privacy Policy Contact ATOM Order Form Document Downloads Getting Started Guide About ATOM Developed in 2003, ATOM is a practice management software solution designed specifically for tax and accounting offices to help assist with the day to day hassles that management and staff must face. Testimonials Videos of our favoriter testimonials. Find out why we are... "The best thing to happen to the Tax Office..." Contact Info PHONE: 877.323.4850 FAX: 517.323.4840 4600 W Saginaw Hwy Lansing, MI 48917 Facebook Google RSS Linked In Youtube Small Business Pro Websites | Created By: SiteDart Studio | Copyright @2017 - Automated Tax Office Manager (ATOM) × × Click a link below to download the desired document INDIVIDUAL CONTACT TEMPLATE DOWNLOAD BUSINESS CONTACT TEMPLATE DOWNLOAD × The Automated Tax Office Manager 2016/2017 License Agreement The Automated Tax Office Manager, to be referenced as ATOM, is owned and created by AUTOMATED TAX OFFICE MANAGER, LLC. AUTOMATED TAX OFFICE MANAGER, LLC to be referenced as AUTOMATED TAX OFFICE MANAGER. THE SOFTWARE PROVIDED BY AUTOMATED TAX OFFICE MANAGER IS PROVIDED WITHOUT WARRANTIES, EITHER EXPRESSED OR IMPLIED, OF MERCHANT ABILITY AND FITNESS FOR A PARTICULAR PURPOSE. IN NO EVENT SHALL AUTOMATED TAX OFFICE MANAGER OR ITS SUPPLIERS BE LIABLE FOR ANY DAMAGES WHATSOEVER INCLUDING DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, LOSS OF BUSINESS PROFITS OR SPECIAL DAMAGES, EVEN IF AUTOMATED TAX OFFICE MANAGER OR ITS SUPPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES SO THE FOREGOING LIMITATION MAY NOT APPLY. LICENSOR: AUTOMATED TAX OFFICE MANAGER, LLC 4600 West Saginaw Hwy, Lansing, MI 48917 (517) 323-4838 Notice to User: This is a legal document between you (the “user”) and AUTOMATED TAX OFFICE MANAGER. It is important that you read this document before using the ATOM provided software (the “Software”) and any accompanying documentation (“Documentation”). By using the Software and taking such other action as may be referenced in this License Agreement as Constituting acceptance, you agree to be bound by the terms of this Agreement. If you do not agree, you are not licensed to use the Software. This Software is distributed by AUTOMATED TAX OFFICE MANAGER for use in connection with various AUTOMATED TAX OFFICE MANAGER products and services (“AUTOMATED TAX OFFICE MANAGER Services’) and to allow you to access compatible data and is protected by copyright. You acknowledge and understand that these AUTOMATED TAX OFFICE MANAGER Services by means of the Software, including any charges for such access and use, will be governed by the terms of the applicable AUTOMATED TAX OFFICE MANAGER user agreement (“AUTOMATED TAX OFFICE MANAGER User Agreement”). Software License License Grant. Automated Tax Office Manager grants User a non-exclusive, non-transferable, limited license to use the Software for the specified time. Copying. The software is sold on a per User office location. As to any software a “User” means all Software and compatible equipment having the same operating system at a single Office location. In addition, Office personnel who work at or are assigned to the licensed User office may use the Software on personal computers located off site. Other Restrictions. User may not loan, lease, distribute, transfer or allow access to the Software or copies to third parties, nor reverse engineer or otherwise attempt to discern the source code of the Software. Further. User may not reproduce all or any Portion of the Software (except as expressly permitted in this Agreement) or the Documentation. User agrees to notify its employees and agents who may have access to the Software of the restrictions contained in this Agreement and to ensure their compliance with these restrictions. User will be limited to usage by office site. Title. Title to the software is not transferred to User. Ownership of the Software is vested in Automated Tax Office Manager, subject to the rights of use granted to User in this Agreement. All data stored in the software is owned by the User Refund Policy . We will refund 100% of the software’s purchase price, excluding the $300 set-up fee , if you are not completely satisfied within the first 60 DAYs of purchase. This refund policy is good for the first licensed year only. Client Data Back-up Automated Tax Office Manager will back-up all client data stored in the software such as: contact information, transaction information, notes, and uploaded documents, at no additional fee. NOTE: The client back-up will be saved for only two weeks and at that time it will be overridden with the latest client back-up. Any additional back-ups will be at the cost of the User. In the event the User cancels their license agreement, Automated Tax Office Manager can export the User’s client data into one of the following mediums for a fee: MS SQL, MS Access, FTP, MS Excel, and .CSV file format. Limited Warranty The performance of the Software varies with various manufacturers’ equipment with which it is used. Automated Tax Office Manager does not warrant the level of performance of the Software or that earlier versions superseded by new versions will continue to perform at the same level with the User’s equipment. Automated Tax Office Manager does not warrant that the Software or the functions contained in the Software will meet User’s requirements, operate without interruption or be error free. Limitation of liability. In no event will Automated Tax Off...

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