Welcome to Atlas
Atlas is a comprehensive practice management platform designed specifically for South African accounting firms. It provides everything you need to run your practice — from client entity management and compliance tracking to billing, document management, and AI-powered advisory.
Who is Atlas for?
| Role | What Atlas 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 |
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 Atlas? 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