Atom software

ATOM Software Admin Manual 

 

Admin Set-Up 

© 2015 Automated Tax Office Manager, LLC.  All rights reserved 

 

48 

   

 

Hide Office Events Contact Balance Summary Total 

 

A quick accounting overview of your office and daily totals is available in 

Balance Summary Total of each Office Even listed on your home page.  

This balance will only be available to those whom you have given access 

and typically utilized by administrators only.   

 

 

 

 

 

 

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ATOM Software Admin Manual 

 

Admin Set-Up 

© 2015 Automated Tax Office Manager, LLC.  All rights reserved 

 

49 

Sites 

Use the Site screen to edit an existing office Site.  The sites appear in the Sites drop-down menu on the 

Login Page, in the Contact’s Account Information section, on the schedules, and on the Office Event 

screens. 

To access the Sites Screen:   

Go to Admin > Sites 

 

 

OTE: If you close an office site and would like to remove it, contact the ATOM support team for assistance.  

If you need to add any additional sites after your initial purchase, please contact the ATOM support team 

for pricing. 

Column Descriptions for Sites 

Site Name 

Customize the site name.  Typically a site name is based on the office location (i.e. 

city name, street name, etc.).      

Abbreviation 

Enter a two-character abbreviation of the Site Name.  The two-letter abbreviation is 

displayed on the Employee Availability Schedule and various Scheduler reports.   

EFIN # 

Drake and Crosslink clients should enter your tax office’s EFIN # associated with the 

designated site.   

 

EFIN Password 

Enter your EFIN password assigned to you by Drake Software.  The password can be 

found on your shipping label and is the password you use to log into 

https://support.drakesoftware.com/site/Login.aspx  For Crosslink users enter your 

Transmitter password.  Contact Crosslink support for assistance. 

Hour Difference from Eastern Standard Time (EST) 

 

Enter the Hour Difference From Eastern Standard Time (EST).  For example, if your 

office were located in California you would enter -3 because California is on Pacific 

Standard Time which is three hours behind the east coast.  If your office is located in 

the EST zone then leave the field blank and it will default to zero. 

State Refund Link  Enter the State Refund Link for the designated site.  The State Refund Link is dis-

played in the Contact’s EF Database section and Client Portal.  This is very helpful 

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ATOM Software Admin Manual 

 

Admin Set-Up 

© 2015 Automated Tax Office Manager, LLC.  All rights reserved 

 

50 

when the contact calls asking, “Where is my state refund?”   

EF Data System 

Drake and Crosslink users should see “Drake or Crosslink” appear in this col-

umn for proper EF Data importing.  Please contact ATOM Support if you do not see 

this and you are a Drake or Crosslink user. 

Company Name Override for Address and Phone 

Your company’s information, sourced from the Company section of Admin, will ap-

pear on invoices and printable transactions.  You may override that information by 

the entering information in these fields.  This will be useful for companies with more 

than one site/office as they may want to override the Source/Main company’s infor-

mation and enter site specific information to print on Client’s transactions and in-

voices.   

 

 

Stations 

Use the Stations  screen  to add a new office workstation or to  delete/edit  an existing office workstation.  

The Stations will display on the Punch Clock screen and the In/Out Board.   

ote: Offices with seasonal employees and unassigned desks may find this feature more useful than others as 

they allow any user to track where an employee is for the day and at which number to contact them. 

To access the Stations Screen: 

 

Go to Admin > Stations. 

 

Column Descriptions for the Stations 

Station 

The name of your office workstation to be displayed as a selection in the Punch Clock and 

on the In/Out Board.  Typically office workstations are named by their physical location 

such as “Reception” but can be assigned per the needs of your office.  To add a new Sta-

tion enter the new Station’s name, phone number, and site in the empty fields and click the 

Save icon.  

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ATOM Software Admin Manual 

 

Admin Set-Up 

© 2015 Automated Tax Office Manager, LLC.  All rights reserved 

 

51 

Phone 

The office workstation’s phone number which will appear on the In/Out Board. 

Site 

The office workstation’s site location which will appear on the In/Out Board.  

Inactive 

Inactivate a Station when you are no longer using it for the tax season.  This will remove it 

as a punch clock selection and will no longer display on the In/Out board.  Inactive stations 

can be accessed later and is preferable to deleting.  

Task Types 

Use the Task Types screen to add a new Task Type, delete, edit, or make inactive an existing Task Type.  

The Task Type names will appear in the Task Types drop-down menu in the Client File’s Task/Notes in-

formation section. 

To access the Task Types Screen:   

Go to Admin > Task Types   

 

 

   

 

Column Descriptions for the Task Types

 

 

Pre-defined Note 

Selecting the “note” icon will for a Task Type will allow you to enter, edit and save 

a Pre-defined note for use in the Client File when creating a Task/Note for your cli-

ent records.  

 

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