Cloud Storage

Atlas integrates with Google Drive to provide cloud-based document storage for each entity. This gives your team and clients shared access to documents through familiar tools.

Setting Up Cloud Storage

Practice-Level

1. Navigate to Settings → Integrations
2. Enable Google Drive Integration
3. Authorise with a Google Workspace or Google account
4. Atlas creates a root folder in Drive for your practice

Entity-Level

1. Open the entity → Cloud Storage tab
2. Click Connect Drive (uses the practice-level connection)
3. Atlas creates a subfolder for this entity under the practice folder

Folder Structure

Atlas creates an organised folder structure in Google Drive:

Atlas Practice Documents/
├── TechStart (Pty) Ltd/
│   ├── Financial Statements/
│   ├── Tax Returns/
│   ├── Correspondence/
│   └── General/
├── Smith Family Trust/
│   ├── Trust Documents/
│   ├── Tax Returns/
│   └── General/
└── ...

Syncing

Direction	What happens
Atlas → Drive	Documents uploaded in Atlas appear in Drive
Drive → Atlas	Files added to Drive folders appear in Atlas

info

Sync is near-real-time. Changes in either direction appear within a few minutes.

Permissions

• Documents in Google Drive follow Drive's sharing permissions
• Atlas respects user role permissions for document access
• Client portal users can access their entity's Drive folder (if enabled)

Disconnecting

1. Open the entity → Cloud Storage tab
2. Click Disconnect
3. Files remain in Google Drive but are no longer synced to Atlas