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AtomicTax for Accounting Firms

Tax operations workspace for accounting firms.

Manage client tax calendars, filings, registrations, notices, follow-ups, and confirmations in one simple workspace.

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Existing AtomicTax client? Log in to upload reports, view filing status, and access confirmations.

AtomicTax dashboard showing filings, client report requests, notice deadlines, registrations, and confirmations
Accounting professionals reviewing a tax operations dashboard
Firm Visibility

Give partners and staff the same operating picture.

AtomicTax turns deadline tracking, report requests, registrations, notices, and filing confirmations into a shared firm workspace.

  • See what is filed, late, waiting, or blocked
  • Assign owners across clients, states, and tax types
  • Keep approvals and confirmations tied to the filing period
Platform

One workspace for recurring tax work.

AtomicTax gives accounting firms one place to manage the operational side of tax work: calendars, filings, registrations, notices, client follow-up, and confirmations.

01

Tax Calendar

Track deadlines by client, entity, state, tax type, frequency, owner, and status.

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02

Filing Workflows

Collect reports, prepare filing packets, route approvals, file returns, and store confirmations.

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03

Notice Tracking

Upload notices, assign owners, track response deadlines, and keep resolution history.

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04

Registration Tracker

Manage state registrations, permit details, account numbers, filing frequencies, and first-return deadlines.

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05

Client Follow-Up

Automate reminders for missing reports, approvals, forms, and client answers.

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AT

Confirmation Archive

Keep filed returns, confirmations, payment details, and packet history organized by client.

Client workspace
Problem

Spreadsheets were not built for tax operations.

  • Due dates live in fragile spreadsheets
  • Client report requests get buried in email
  • Filing confirmations are hard to find later
  • Notices create deadline risk
  • State registrations and account details are scattered
  • Partners lack visibility into what is filed, late, or waiting
Existing Clients

Already using AtomicTax?

Existing AtomicTax clients can continue using the client workspace to upload reports, track filing status, review requests, and access filing confirmations.

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Filing Packets

Prepare the filing package before anyone touches a state portal.

Load reports for a client, build the packet, route approval, file the return, and archive the confirmation in one workflow.

AtomicTax filing package workflow with source reports, approval, filing, and confirmation archive
Routes

Support firms, businesses, and future modules under one brand.

The accountant platform remains primary, while direct business filing support stays easy to find for existing and new business clients.

For Accountants

Firm-wide tax operations across every client.

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For Businesses

Direct filing support for merchants and business owners.

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Existing Clients

Login, upload reports, review requests, and find confirmations.

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Pricing

Simple filing and registration pricing, with firm demos for platform setups.

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