Atom software

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.     

---