SW

Shawn W.

Owner

Small-Business (50 or fewer emp.)

10/27/2025

"All-in-One Management with Steady Improvements, Though Client Portal Needs Polish"

5/5

What do you like best about ATOM Tax Office Manager?

It is both workflow and practice management all in one. Review collected by and hosted on G2.com.

What do you dislike about ATOM Tax Office Manager?

The client portal is a little clunky. I don't believe they currently integrate with a document collection platform, though I am looking into this. They do make steady improvements, and it has really improved over the 11 years our firm has used it. Review collected by and hosted on G2.com.

UA

Verified User in Accounting

Small-Business (50 or fewer emp.)

5/31/2023

"Tax Office oriented"

4/5

What do you like best about ATOM Tax Office Manager?

ATOM is basically a CRM, housing client information centralized for account access, mailing lists, and now VoIP integration. There have been many improvements since we started using this a few years ago. Our main attraction to ATOM is the fact that it communicates directly with Drake tax software in real time. Review collected by and hosted on G2.com.

What do you dislike about ATOM Tax Office Manager?

The interface is not the most user-friendly option out there, billing and A/R reports could be more easily generated, and the email function does not accept attachments. (There are legitimate reasons for this but it is still a little awkward.)

I hear major updates are coming this summer, so I am excited! Review collected by and hosted on G2.com.

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