© 2015
Automated Tax Office Manager, LLC. All rights reserved
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ATOM SOFTWARE
Utilizing and understanding the Admin section of your ATOM Software
Suite is an integral step in customizing ATOM for your office and taking
your business practices to the Next Level. This manual covers information
for Administrator Security Level access Users
© 2015 Automated Tax Office Manager, LLC. All rights reserved.
2015 Admin &
Set-up Manual
ATOM Software Admin & Set-up Manual
Copyright Notice
© 2015 Automated Tax Office Manager, LLC. All rights reserved
1
Copyright Notice
This 2015 ATOM Manual and any other related materials are Copyrighted Materials
© 2015 Automated Tax Office Manager, LLC. All rights reserved.
While every attempt has been made to produce an accurate and complete manual, there is no guarantee,
expressed or implied, to that effect. Automated Tax Office Manager, LLC assumes
no responsibility or
liability on the behalf of any purchaser or reader of this material for damages or claims resulting from the
use of the information contained herein.
Any unauthorized transfer, transmission, reproduction, or distribution of this manual by any means,
electronic, mechanical, or otherwise is prohibited. No portion of this manual, software, or related
materials, may be reproduced in any manner whatsoever, without the express, written consent of the
publishers.
Published under the Copyright Laws of the Library of Congress in the United States of America by:
Automated Tax Office Manager, LLC
4600 W. Saginaw Hwy.
Lansing, MI 48917
Phone: 877-323-4850
Fax: (517) 323-4840
E-mail:
sales@ATOManager.com
ATOM Software Admin & Set-up Manual
Table of Contents
© 2015 Automated Tax Office Manager, LLC. All rights reserved
2
Table of Contents (& Page Numbers)
Introduction
Features (3)
Support (5)
Getting Started
System Requirements (6)
Login (6)
Home Page (8)
Logout (11)
Open Multiple ATOM Windows (11)
Set Up
Account Type (13)
Additional Link Types (14)
Adjustment Types (15)
Batch Portal Messages (16)
Billable Task Types (18)
Business Types (19)
Cell Phone Providers (21)
Client Portal Links (22)
Company (25)
Difficulty (29)
E-mail Templates (30)
Employee Positions (32)
Event Message Type (33)
Event Status (34)
Payment Methods (29)
Additional Links
Column Descriptions (68)
Adding New Additional Links (69)
Referral Types (40)
Rejection Codes (41)
Report Permissions (42)
Rollover Accounts (43)
Scheduler Properties (44)
Scheduling Types (46)
Security Group Permissions (47)
Sites (49)
Stations (50)
Task Types (51)
Transaction Types (53)
Upload Types (55)
Users (56)
ATOM Software Admin & Set-up Manual
Introduction
© 2015 Automated Tax Office Manager, LLC. All rights reserved
3
Introduction
ATOM provides the information and procedures needed to revolutionize your office and maximize your
performance. The software provides a blueprint for optimizing office workflow, managing appointments,
documents, internal communications, tasks, and accounts receivable. ATOM gives you a vision of how to
run your office and the infrastructure to make it happen.
Currently ATOM is integrated with Drake, TaxWise & Crosslink Software but it can work in tandem
with any tax preparation software.
Features
Communications:
Experience enhanced communication across your office(s) with one click access to centralized
documents, notes, and contact information. Other features include internal email, task assignment,
tracking and routing phone calls, and reminders.
Portal:
We provide digital secure communication options for you and your clients. The Client User portal will
allow them to review their tax return and documents online, send additional source documents and mes-
sages, schedule an appointment, update their personal information, and review balances or receipts.
Contact Management:
ATOM’s efficient contact management system eliminates duplication of contact data entry and
automatically updates contact data. Introducing a kiosk or iPad system to your lobby will enhance your
client’s reception experience, ease congestion during peak hours and provide an efficient way to capture
contact data eliminating contact data mistakes or duplication. The check in system will be a useful com-
panion to your reception staff and simultaneously alert professional staff when appointments have arrived.
Document Management:
Reduce your business costs while increasing document storage capacity and security. Your office users
can synchronize stored data across multiple devices while organizing documents by business types and
return year. Files are available remotely and securely, reducing the cost of office space, and enhancing
productivity.