Client Filing Calendar
Track client filing periods, states, due dates, and status without rebuilding the same spreadsheet every month.
- Client-by-client status
- Due dates and filing periods
- Staff visibility into what is waiting
For Accounting Firms and Bookkeepers
Sales tax filing workspace for accountants.
Manage every client filing calendar, upload CSV, Excel, PDF, or sales reports, review filing packets, route approvals, and keep confirmations organized in one accountant-first workspace.
Firm Workspace
Built for firms managing recurring client sales tax work.
- One dashboard for client filings
- CSV, Excel, PDF, and sales report support
- Filing packets prepared for review
- Firm or client approval before filing
- Confirmations stored by client and state
- $99/month firm workspace plus $45 per standard filing
Client calendarSee what is due by client, state, and filing period.
Messy reports welcomeUse CSV, Excel, PDF, Shopify, WooCommerce, Amazon, Stripe, or Square exports.
Approval trailReview filing packets before anything is submitted.
Confirmation archiveKeep proof of filing where staff can find it.
Per-filing pricingSimple pricing for small client portfolios.
Accountant-First
Give your firm one place to manage client sales tax filings.
AtomicTax is built around the recurring work accountants already do: collecting client reports, tracking due dates, reviewing filing numbers, getting approvals, and keeping confirmations organized.
Report Intake
Upload CSV, Excel, PDF, and exported sales reports from the systems your clients already use.
- Shopify, WooCommerce, Amazon, Stripe, Square, and more
- File support for clients with inconsistent systems
- Clear scope before filing work begins
Filing Packet Review
Review prepared taxable sales, collected tax, adjustments, and filing-ready numbers before the return is submitted.
- Firm review before filing
- Client approval when needed
- Numbers tied back to the submitted report
State Sales Tax Registration
Request registration support when a client needs a new state account before filings can begin.
- $99 per state registration
- Separate from standard filing work
- Useful for firms onboarding new client filing accounts
Why Firms Switch
Client sales tax work gets messy when every business sends a different report.
1
Every client sends something different
Shopify exports, WooCommerce orders, Amazon reports, Stripe data, Square summaries, Excel files, and PDFs all land in the same filing month.
2
Calendars are hard to police
One missed filing period can create notices, penalties, and client anxiety, especially when staff manage dates outside a shared system.
3
State portals eat staff time
Filing work often becomes repetitive portal entry, confirmation hunting, and manual follow-up across many small clients.
4
AtomicTax gives the firm one filing workspace
Track client work, prepare filing packets, file approved returns, and keep confirmations organized by client and state.
Client Reports
Work from the data your clients already have.
AtomicTax is built for the reality of firm work: some clients have clean exports, some send spreadsheets, and some still send PDFs. Your team gets one intake path for filing work.
Shopify
Amazon
WooCommerce
BigCommerce
Stripe
Square
CSV
Excel
PDF
StorefrontsShopify, WooCommerce, BigCommerce, Wix exports
MarketplacesAmazon and marketplace sales reports
BillingStripe, Square, and subscription summaries
FilesCSV, Excel, PDF, and client-provided sales reports
Firm Pricing
Simple pricing for accounting firms.
$99per month
Includes up to 25 client businesses, then pay per filing or registration.
- $45 per standard sales tax filing
- $99 per state registration
- Up to 25 client businesses
- Up to 3 staff users
- Client filing calendar and confirmation archive
Extra 25 clients: $49/month. Larger firms and cleanup projects can be quoted separately.
Firm Fit
Built for firms that manage recurring filing work across multiple clients.
The workspace is designed around client portfolios, staff review, approvals, filing calendars, and confirmation storage.
Accounting firms
Bookkeepers
Client portfolios
Recurring filings
Resources
Resources for firms handling client sales tax work.
Keep the educational footprint, but point readers toward firm filing workflows, client report cleanup, supported states, and accountant-specific intake.
- Sales tax filing guides
- State-by-state references
- CSV, Excel, and PDF filing explainers
- Client sales tax workflow content for accountants
U.S. Sales Tax Guide
State-by-state overview of nexus, registration, filing cadence, and compliance basics.
Client Filing Packets
How AtomicTax turns client sales reports into reviewable filing packets.
Sales Tax Filing for Accountants
One workspace for client calendars, approvals, filing packets, and confirmations.
Get Started
Talk through your client filing workflow with AtomicTax.
Bring your client list, filing states, and current report process. We will map how the accountant workspace can support your firm.