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Documentation

Everything you need to run your practice

Step-by-step guides, feature documentation, and admin configuration for all 16 AtlasOS practice types.

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Choose your vertical

AtlasOS supports 16 practice types -- each with its own docs section.

Accounting

Compliance calendar, smart inbox, client portal, billing, and entity management for accounting practices.

Tax

SARS provisional tax tracking, income tax return workflows, and deadline management for tax practitioners.

Bookkeeping

Monthly processing workflows, VAT return tracking, bank reconciliation management, and deliverable scheduling.

Audit

ISQM 1 & 2 quality management, ISA engagement programmes, findings register, and independence tracking.

Payroll

EMP201 & EMP501 deadline tracking, secure payslip delivery, leave management, and payroll task workflows.

Corporate Secretarial

CIPC annual return tracking, beneficial ownership filing, company registers, and statutory document management.

Legal

Matter management, court date tracking, SLA compliance, trust accounting, and legal-specific workflows.

Consulting

Engagement tracking, project milestones, deliverable management, and flexible billing models for consultancies.

Financial Advisory

Client portfolio tracking, FSCA compliance, advice record-keeping, and review scheduling for financial advisers.

IT / MSP

SLA management, ticket escalation tracking, asset management, and recurring service billing for MSPs.

Marketing Agency

Campaign management, creative workflow approvals, content calendars, and retainer billing for agencies.

Solo Practitioner

Streamlined single-user experience with client management, task tracking, billing, and compliance monitoring.

Nonprofit

Donor CRM, fundraising campaigns, grant management with milestone tracking, and board governance.

Pharmacy

SAPC licence tracking, supplier management, regulatory compliance, and patient communication.

Internal Finance

Compliance, financial reporting, and bank reconciliations for your own company or group -- no client-facing modules.

Internal IT

Asset management, change request tracking, vendor management, and internal SLA monitoring for IT departments.

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Platform capabilities

Core features available across all AtlasOS verticals.