Early access for tax professionals

Manage every client's sales tax calendar in one place.

AtomicTax helps accountants, bookkeepers, and tax professionals manage filing deadlines and automate last-mile state portal work from an already-prepared, approved sales tax report.

Join Early Access See How It Works Existing Client Login
Built for multi-client workflows Core status tracking first Secure client portal access
Firm workspace September sales tax calendar
Ready
Upcoming filings24
Overdue filings3
Waiting on clients11
Clients by filing status This week
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BrightLedger Co.Waiting
Northstar BooksReady
Hale Retail GroupFiled
The Problem

Sales tax client work is still scattered across too many places.

Deadlines in spreadsheetsFirm calendars become fragile when every client has different states, periods, and owners.
Client follow-ups buried in emailMissing reports, questions, and confirmations get lost across threads.
Filing status tracked manuallyIt is hard to see what is due, overdue, waiting, ready, or filed without constant checking.
No simple client-wide viewTeams need one practical workspace for what needs action this week.
Product

A lightweight workspace for client sales tax workflows.

AtomicTax is built for accountants and tax professionals who need one operating layer for deadlines, requests, approvals, and last-mile state portal filing across clients.

Calendar

Multi-client tax calendar

Track recurring sales tax periods, due dates, internal review dates, and client owners in one place.

Dashboard

Due and overdue view

See what is due soon, overdue, waiting on clients, ready for review, and filed.

Follow-up

Email reminders

Send reminders before deadlines so client follow-up does not depend on memory.

Agents

Last-mile filing agents

Give an approved filing report to an agent that enters the prepared figures in the state portal, submits the return, and captures confirmation.

Requests

Client document requests

Track which reports, files, and answers are still needed before review can start.

Records

Confirmation storage

Keep filing confirmations and support notes tied to the right client, state, and period.

Filing agents

Your approved report in. The state portal work handled.

AtomicTax filing agents automate the last mile after your firm has calculated, reconciled, and approved the return.

Explore Filing Agents Join Early Access
1. Provide the approved reportYour firm supplies the final figures, client, state, filing period, and return type.
2. Authorize the portal workflowReview the filing details and explicitly approve the agent to proceed.
3. Agent completes the state siteThe agent enters the approved figures, follows the supported portal flow, and submits the return.
4. Receive proof or an exceptionAtomicTax captures the confirmation and status, or routes anything unexpected back to your team.

The boundary is simple: AtomicTax does not calculate or prepare the return in this workflow. It starts with the filing report your firm has already prepared and approved. State availability and portal capabilities vary.

Built for accounting firms

One workspace for the software and deadline questions your firm handles every week.

Start with the AtomicTax firm workflow, then use the deadline library to plan client calendars by state and filing frequency.

Product

Sales tax software for accountants

See how AtomicTax organizes client deadlines, requests, owners, review status, and confirmation records across the firm.

Explore the accountant workspace
Deadline hub

Sales tax due dates by state

Plan recurring monthly and quarterly work with a central deadline hub built for multi-client teams.

Open the due-date hub
Popular deadline guides New York California Florida All state resources
How It Works

Run the weekly sales tax workflow without rebuilding the spreadsheet.

1

Add clients and filing states

Create client records, assign states, set filing frequency, and choose internal owners.

2

Review the calendar

Start each week with a view of what is due, overdue, waiting, ready, and filed.

3

Approve the prepared filing report

Your firm reviews the completed calculation and authorizes the exact report the filing agent will use.

4

Let the agent complete the portal work

The agent transfers the approved figures, submits the return, and stores the state confirmation with the client period.

Clear boundary: AtomicTax does not prepare the tax calculation in this workflow. The filing agent begins with an already-prepared report approved by your firm and automates the last-mile state portal steps. Availability and review controls vary by state.
Early Access Pricing

Start small, then add clients as the workflow proves itself.

Early Access

Help shape the sales tax workspace your firm actually needs.

We're inviting accountants and tax professionals who manage sales tax clients to help shape the product.

  • Early access onboarding
  • Founder pricing
  • Ability to influence roadmap
  • Built around real sales tax workflows
Request access

Tell us about your sales tax workflow.

We will follow up with next steps.
Existing Clients

Already have an AtomicTax account?

Sign in to access your workspace, client records, filing history, and support.

Existing Client Login
FAQ

Questions before joining early access.

Does the filing agent calculate the return?

No. Your firm provides an already-prepared and approved filing report. The agent automates the last-mile state portal work, submission, and confirmation capture.

Who is this for?

AtomicTax is for accountants, bookkeepers, sales tax preparers, small tax firms, ecommerce-focused accounting firms, and fractional CFO or bookkeeping teams.

Can I use it for multiple clients?

Yes. The workspace is designed around multi-client tracking so you can see what is due, overdue, waiting, ready, and filed across your book of clients.

Is there a free plan?

Yes. Early access includes a free plan for up to 5 clients.

Can existing clients still log in?

Yes. Existing AtomicTax clients can use the Client Login link in the header, footer, and account section.

Will integrations be added later?

Yes. Integrations and more advanced workflows are planned later. Early access focuses on the client calendar, reminders, requests, and status workflow first.

Built For Firms

Track every client's filing deadlines before the week gets away from you.

Join early access and help shape AtomicTax around the way accountants and tax professionals actually manage sales tax work.

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