Multi-client calendar
See monthly, quarterly, annual, and custom obligations across the entire firm.
AtomicTax helps accountants, bookkeepers, and tax professionals coordinate deadlines, client requests, preparers, reviewers, filing status, and proof across a multi-client book of business.
Each client-state obligation has a filing frequency, owner, due date, request status, review status, and confirmation record.
See monthly, quarterly, annual, and custom obligations across the entire firm.
Track missing reports and answers against the correct client, state, and period.
Assign preparers and reviewers so every filing has an accountable next step.
Move work from waiting to ready, under review, filed, and confirmed.
Use state due-date guides to support calendar setup and recurring review.
Keep confirmations and operational notes connected to the completed period.
Use the AtomicTax due-date hub to organize monthly and quarterly obligations before they become urgent.