Shared Platform Features
Many AtlasOS features work identically across all practice types. Rather than duplicating documentation, this page links to the detailed guides in the Accounting section. Everything described in those guides applies equally to the Tax Practice vertical.
Smart Inbox
AI-powered email triage, routing, and task creation from inbound correspondence.
Document Management
Uploading, organising, and sharing documents within entity records and via the client portal.
Document Management documentation
AI Advisory & Atlas Chat
Atlas Chat for research queries, document summarisation, obligation analysis, and AI-assisted advisory.
Practice Administration
Practice profile settings, team management, role configuration, and module activation.
Dashboard
Practice-wide overview with key metrics, task summaries, compliance status, and team activity.
Entity Management
Managing client entities, group structures, registration details, and tax reference numbers.
Entity Management documentation
A note on vertical parity
The modules listed above share the same underlying implementation regardless of your firm type. Configuration differences between verticals are limited to:
- Default module activation -- Which modules are switched on at onboarding
- Compliance templates -- Which obligation types are pre-seeded
- Landing view -- Which page you see first on login
All other functionality -- including Smart Inbox routing, document management, AI advisory, and practice administration -- behaves identically across Tax, Bookkeeping, Accounting, Audit, and every other AtlasOS vertical.