Welcome to AtlasOS
AtlasOS is a comprehensive practice management platform supporting 15 practice types across accounting, professional services, and nonprofit verticals. It provides everything you need to run your practice — from entity management and compliance tracking to billing, document management, and AI-powered advisory.
Not an accounting firm? AtlasOS adapts at onboarding to your vertical. Jump to your docs: Audit · Payroll · Corp Sec · Professional Services · Nonprofit · Internal Finance
Who is AtlasOS for?
| Role | What AtlasOS does for you |
|---|---|
| Practice Owner | Full oversight of your practice — dashboards, reports, billing, team management |
| Partner | Manage entities, approve invoices, review compliance, oversee account managers |
| Account Manager | Day-to-day client management, time tracking, document handling, compliance |
| Staff | Record time, upload documents, manage assigned entities |
This Section: Accounting & Tax
These docs cover the Accounting Firm (accounting_firm), Tax Practice (tax_practice), and Bookkeeping Practice (bookkeeping_practice) configurations. All three share the same sidebar layout and module defaults — they differ only in pre-seeded compliance obligation types.
| Setting | Value |
|---|---|
| Firm Type Keys | accounting_firm, tax_practice, bookkeeping_practice |
| Solo Mode | No |
| Default Landing View | Tasks (accounting, bookkeeping) · Inbox (tax) |
| Entity Types | Pty (Ltd), CC, Individual, Trust, NPO, Sole Proprietor |
Key Modules Enabled by Default
Smart Inbox, Tasks, Compliance Calendar, Client Portal, Time Tracking, Billing, AFS Reports, Management Accounts, CIPC/Secretarial, Payroll Obligations, Broadcasts, Contracts, Onboarding Forms, Chat, AI Agents.
Key Features
Entity Management
Manage all your client entities — (Pty) Ltd, CC, Trust, Partnership, Sole Proprietor, and Individuals — with CIPC integration and group structures.
Compliance Tracking
Track obligations (VAT, PAYE, Income Tax, CIPC), set up templates, receive deadline alerts, and sync with SARS eFiling.
Smart Inbox
Connect Gmail, let AI triage your emails, manage tasks with checklists, and send broadcasts to clients.
Time & Billing
Record time entries, manage approvals, create multi-line invoices, track payments and WIP.
Quick Links
- New to AtlasOS? Start with the Quick Start Guide
- Managing clients? See Entity Management
- Setting up your practice? See Practice Admin
- Need help with compliance? See Compliance Tracking