Thank you, I will take a look at ATOM.

geneglaser · ‎12-06-2019

I have been using Lacerte DMS since it's inception and like it. But need a cloud based system now. I tried Smart Vault and do not like it as it is to complicated for my needs. Thank you.

Howard · ‎12-06-2019

HI @geneglaser did you have a trial or buy the actual software?

Illni · ‎12-06-2019

I've been using ATOM online software for about 8 years now -- I learned about it at an expo technology fair in Atlantic City by NATP. I think it runs about $600 per year or so. I like it's tax client monitoring of incomplete tax returns. Easy to put notes into and has a web portal. Ideally it should work through your tax software, but I patched in ATOM as part of my procedures very successfully and don't want to change it. Also, I am thinking of leaving Lacerte, so I have all of my documents under MY control at ATOM.

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geneglaser · ‎12-06-2019

Thank you, I will take a look at ATOM.

George4Tacks · ‎12-06-2019

@Illni You have been here quite a while, what other software are you considering and why? Just curiosity.
https://www.atomanager.com/ looks like a pretty good product.

Answers are easy. Questions are hard!

Illni · ‎12-06-2019

I was going to ATX, but I think I chose the "cheap" package and basis information and other carry forwards were going to be too much work to try and put back into the new program, so I gave up and stayed with Lacerte. I think a higher level of ATX might have worked, but the salesperson was not very knowledgeable about "fitting" the program to my needs. I lost patience and gave up.