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Entity Overview

Entities are the core of Atlas — they represent every client your accounting practice manages. Whether it's a company, close corporation, trust, partnership, sole proprietor, or individual, each one is tracked as an entity with its own profile, compliance obligations, documents, and billing history.

Entity List​

The Entity List is your primary view for managing clients. It shows all entities in a searchable, filterable table.

List Features​

FeatureDescription
SearchFilter entities by name, CIPC number, or tax number
Type filterFilter by entity type (Pty Ltd, CC, Trust, etc.)
Status filterFilter by compliance status (Compliant, At Risk, Non-Compliant)
Dense modeToggle compact view for more entities on screen
Bulk selectionSelect multiple entities for bulk actions

Bulk Actions​

Select multiple entities (using checkboxes) to perform:

  • Bulk Message — send a communication to all selected entities
  • Bulk Archive — archive all selected entities
  • Bulk Delete — permanently remove all selected entities
Deleting Entities

Deleting an entity is permanent and removes all associated obligations, documents, and billing records. Consider archiving instead.

Entity Table Columns​

ColumnDescription
NameEntity registered name
Type(Pty) Ltd, CC, Trust, Partnership, Sole Proprietor, Individual
CIPC / CK NumberCompany registration number
Tax NumberSARS income tax reference
StatusCompliance health indicator
Year EndFinancial year-end month
Account ManagerAssigned account manager

Quick Actions​

From the entity list, you can:

  • Create Entity — open the new entity form
  • Import from CSV — bulk import entities from a spreadsheet
  • Click any entity — open the full Entity Detail view

Next Steps​