Solo Practitioner Overview
This page provides the full configuration reference for the Solo Practitioner vertical in AtlasOS.
Configuration Summary
| Setting | Value |
|---|---|
| Firm Type Key | solo_practitioner |
| Solo Mode | Yes |
| Default Landing View | Focus |
| Entity Label | Client / Clients |
| Engagement Label | Engagement |
| Compliance Label | Deadline Tracker |
| Service Label | Service |
| Compliance Bodies | SARS, CIPC |
Obligation Types
| Key | Description |
|---|---|
VAT_EFILING | VAT return eFiling |
PAYE_FILING | PAYE return filing |
PAYE_PAYMENT | PAYE payment deadline |
PROVISIONAL_TAX_1 | First provisional tax payment |
PROVISIONAL_TAX_2 | Second provisional tax payment |
ITR14_COMPANY | Company income tax return |
ITR12_INDIVIDUAL | Individual income tax return |
CIPC_AR_PTY | CIPC annual return for (Pty) Ltd |
Entity Types
| Key | Label |
|---|---|
company | Company — (Pty) Ltd |
individual | Individual |
cc | Close Corporation |
sole_prop | Sole Proprietor |
trust | Trust |
Enabled Modules
| Module Key | Label | Description |
|---|---|---|
smart_inbox | Smart Inbox | AI-powered email triage and routing |
tasks | Tasks | Personal task queue with deadline prioritisation |
compliance_calendar | Compliance Calendar | SARS and CIPC deadline tracking |
client_portal | Client Portal | Secure client document exchange and status portal |
time_tracking | Time Tracking | Billable hour logging per client |
billing | Billing | Invoice generation, payment tracking, WIP |
contracts | Contracts | Engagement letters and client agreements |
onboarding_forms | Onboarding Forms | Client intake forms |
ai_agents | AI Agents | Autonomous workflow assistance |
Disabled Modules
| Module Key | Reason |
|---|---|
reports_afs | Not enabled by default (can be activated manually) |
broadcasts | Disabled in solo mode — use Smart Inbox for individual communications |
chat | Disabled in solo mode — no team to communicate with |
sla_tracking | Not applicable to solo accounting practice |
project_milestones | Not enabled by default (can be activated for project-based work) |
rmm_plus | IT / MSP only |
Sidebar Structure
The Solo Practitioner sidebar is streamlined for single-user workflows:
| Sidebar Group | Contains |
|---|---|
| Dashboard | Focus view — personal deadlines, tasks, and action items |
| Smart Inbox | Email triage, task creation from client emails |
| Work | Tasks, compliance calendar |
| Clients | Client list, client detail, persons/directors |
| Revenue | Invoices, quotes, pipeline, time entries |
| Documents | Document management, templates, client-uploaded files |
| Administration | Practice settings, integrations |
Note: Team management, staff directory, and role configuration are hidden in solo mode. The sidebar is intentionally compact to reduce visual clutter.