Shared Platform Features
Many AtlasOS features work identically across all verticals. Rather than duplicating documentation, this page links to the detailed guides in the Accounting section where these features are documented comprehensively.
Smart Inbox
AI-powered email triage, client routing, and task creation from incoming emails.
Documents
Document management, templates, client-uploaded files, and secure document sharing via the Client Portal.
AI Advisory & AI Agents
AI-powered workflow assistance, intelligent triage, and autonomous task execution.
Dashboard
Practice-wide KPIs, performance metrics, and at-a-glance health indicators.
Practice Administration
Practice settings, team management, role configuration, and integration management.
Chat
Internal team messaging for real-time collaboration.
Client Portal
Secure portal for clients to view campaign progress, deliverables, documents, and invoices.
Note: While the linked documentation uses accounting terminology (e.g. "Entity" instead of "Client"), the functionality is identical. AtlasOS automatically applies your vertical's terminology throughout the interface.