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Description
Gone are the days of misplaced client files, allowing you to avoid wasting hours searching for disorganized folders. Client data is now systematically organized in a centralized location, which not only maximizes your team's efficiency but also enhances your company's profitability. You have the flexibility to tailor workflows according to your various business needs, whether it be for tax preparation, bookkeeping, IRS resolution, or financial planning. By opting for electronic storage, you’ll significantly cut down on paper and toner expenses, while also enabling swift access to client files for both your staff and clients with just a few clicks. This is more than just an ordinary Client Portal; ATOM goes beyond the basics of document exchange. Clients can also communicate through messages, schedule appointments, make payments, check the status of their tax returns, and much more—all conveniently from their mobile devices. With ATOM, you can securely keep documents and digital notes online, ensuring quick access from anywhere, anytime. This innovative approach not only streamlines operations but also fosters stronger client relationships by providing them with unparalleled accessibility and service.
Description
The Ledgible Platform is a cryptocurrency tax & accounting solution designed specifically with professionals in mind. We make crypto, Ledgible.
Financial institutions, corporations, and accounting firms use the Ledgible platform globally for crypto tax, crypto accounting, and crypto audit for billions of dollars of crypto assets. For clients seeking traditional financial verification, reporting, and assurance, Ledgible provides the tools they need to confidently embrace cryptocurrency in their work.
Ledgible offers three products - Ledgible Crypto Tax Pro, Ledgible Accounting, and Ledgible Crypto Consumer Tax. Our crypto tax product suite was designed from the ground up as a professional-grade solution for tax and accounting professionals. As such, we're the only solution partnered and integrated with all professional tax software solutions. Our institutional accounting arm also develops custom solutions for institutions seeking to integrate cryptocurrency into their systems.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Bitstamp
No
Bibox
No
Binance
No
Bitfinex
No
Blockchain.com
No
Canton
No
Coinbase
No
DigiShares
No
Gemini
No
HTX
No
Integrations
Bitstamp
Yes
Bibox
Yes
Binance
Yes
Bitfinex
Yes
Blockchain.com
Yes
Canton
Yes
Coinbase
Yes
DigiShares
Yes
Gemini
Yes
HTX
Yes
Pricing Details
$149 per month
Free Trial
No
Free Version
No
Pricing Details
Free
Less than 100 transactions
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Automated Tax Office Manager
Country
United States
Website
www.atomanager.com
Vendor Details
Company Name
Ledgible
Founded
2016
Country
United States
Website
ledgible.io
Product Features
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
Yes
Client Management
No
Client Portal
Yes
Document Management
Yes
Due Date Tracking
No
Scenario Planning
No
Tax Filing
Yes
Tax Forms
No
Workflow Management
Yes
Product Features
Corporate Tax
Compliance Management
Yes
Data Import / Export
Yes
Data Verification
Yes
Electronic Filing
Yes
Exception Notification
No
For Nonprofits
No
For Partnerships
No
K-1 Reporting
No
Payroll & Employer Forms
Yes
Status Tracking
Yes
Tax Planning
Yes
Crypto Tax
Automated Data Import
Yes
Exchange Integration
Yes
Export Transactions
Yes
Historical Prices
Yes
Income Overview
Yes
Margin & Futures Support
Yes
Profit & Loss / Cap Gains
Yes
Staking / Lending / DeFi Support
Yes
Tax Form Generation
Yes
Tax Loss Harvesting
Yes
Wallet Integration
Yes
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
Yes
Scenario Planning
No
Tax Filing
Yes
Tax Forms
Yes
Workflow Management
Yes
