For Accountants

Sales tax filings for every client, from source data to filed return.

AtomicTax gives accountants one workspace to manage client filing calendars, connect source systems, review filing packets, route approvals, and keep state filing work organized across the entire client base. File uploads still work when a client is not ready for direct automation.

Start Accountant Workspace View Pricing
Firm Workspace

One dashboard for client sales tax operations.

  • $99/month firm workspace
  • Includes up to 25 client businesses
  • $45 per filing
  • $99 per state registration
  • Connected data sources first, with CSV, Excel, and PDF fallback support
  • Approval routing and confirmation archive
The Problem

Stop managing client sales tax filings in spreadsheets and state portals.

  • Every client has different reports
  • Filing calendars are hard to track
  • State portals waste staff time
  • Confirmations get scattered
  • Clients have inconsistent systems, exports, and source-data quality
  • Tax platforms are too expensive for small clients
  • Staff need one place to see what is due
Solution

One workspace for all client filings.

AtomicTax lets your firm add client businesses, track due dates, connect sources, review filing packets, and store confirmations in one place. Uploads remain available when a client still works from exports.

Multi-client dashboard

See every client filing workload in one operational view.

Filing calendar by client

Track due dates and filing periods across businesses and states.

Connected sources first

Connect platforms like Shopify, Amazon, Stripe, Square, WooCommerce, BigCommerce, Wix, and more. Use exported reports only when a client is not ready for direct connection.

Filing packet review

Review prepared numbers before filing.

Client approval workflow

Approve internally or send the packet to the client first.

Confirmation archive

Keep filing confirmations organized by client.

How It Works

Practical workflow for firm filing operations.

1

Add client businesses

Create the client list inside the workspace.

2

Add filing states and frequencies

Set up the client filing calendar by state and cadence.

3

Connect sources or use fallback uploads

Connect supported client systems for each filing period, or use CSV, Excel, and PDF uploads only when needed.

4

Review filing packets

Check the prepared filing numbers before approval.

5

Approve or send to client

Choose firm approval or client approval required.

6

AtomicTax files

Approved standard filings are filed for $45 each.

7

Confirmation is saved

Keep the record organized by client and state.

Dashboard View

See every client filing at a glance.

18Due this month
5Awaiting source data
3Awaiting approval
11Filed this month
  • Overdue filings
  • Paid and queued returns
  • Exceptions that need staff attention
  • Confirmation archive by client and state

Main table concept

ClientStatePeriodStatus
Northline GoodsGAApr 2026Awaiting source data
Harbor SupplyTXQ1 2026Awaiting approval
Summit MarketFLApr 2026Paid and queued
Fieldhouse RetailCAApr 2026Filed
Client Switching

Switch between clients without losing the thread.

Use the client switcher to jump between businesses, view filing calendars, track source readiness, and keep confirmations organized.

  • Search clients by name
  • Recent clients
  • Status badges
  • Assigned staff
  • Client-specific filing history
Client Approval

Let clients approve when they need to.

Your firm can approve filing packets internally or send them to clients for approval before filing.

  • Firm approval
  • Client approval required
Pricing

Simple pricing for firms.

$99per month

Includes up to 25 client businesses, then pay per filing or registration.

  • $45 per filing
  • $99 per state registration
  • Up to 25 client businesses
  • Up to 3 staff users
  • Multi-client filing dashboard
  • Filing calendar
  • Client switcher
  • Confirmation archive
  • Client approval workflow
Extra 25 clients: $49/month. Larger firms: contact us. Historical cleanup is custom quoted.
Start Accountant Workspace
Comparison

Built for filing work, not bloated software.

Spreadsheets

  • manual tracking
  • scattered files
  • no approval trail
  • confirmations get lost

AtomicTax

  • one firm workspace
  • pay per filing
  • connect source systems
  • approve packets
  • confirmations stored by client
FAQ

Questions from accounting firms and bookkeepers.

Is this for accounting firms?

Yes. AtomicTax has a firm workspace for accountants and bookkeepers managing multiple client businesses.

Can I switch between clients?

Yes. Firm users can switch between client businesses and view each client's filing calendar, source inputs, packets, and confirmations.

Can my staff access only assigned clients?

Yes. Staff roles can be limited to assigned clients.

Can clients approve filing packets?

Yes. You can approve internally or send packets to clients for approval.

What does the $99/month include?

Firm workspace, up to 25 client businesses, up to 3 staff users, filing calendar, client switcher, and confirmation archive.

Is each filing still $45?

Yes. Filings are $45 each, and state registrations are $99 each.

Is there a subscription for direct business clients?

No. The subscription is for accountant workspaces because firms need multi-client tools.

Do you handle notices or registrations?

Registrations are $99 per state. Historical cleanup and more complex remediation work are quoted separately.

Can I bill my clients?

You can pay AtomicTax through the firm and bill your clients however you choose. Client-pay options can be added later.

Final CTA

Give your firm one place to manage sales tax filings.

Add clients, connect source systems, approve packets, and file standard returns for $45 each. Uploads stay available when needed.

Start Accountant Workspace See How It Works