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Description
ATOM by Vider is a cutting-edge, all-encompassing web-based ERP (Enterprise Resource Planning) solution tailored for experts in sectors such as chartered accountancy, company secretarial services, tax advisory, and related fields. This platform presents a variety of features designed to optimize office management, automate practices, and foster collaboration, thereby enabling professionals to handle their tasks, client interactions, documentation, and financial matters with greater efficiency. By simplifying intricate workflows, ATOM seeks to boost productivity and deliver a smooth operational experience for professionals navigating their daily responsibilities. Users can expect a transformative approach to managing their business processes, which ultimately enhances overall effectiveness in their work environments.
Description
Basil serves as a comprehensive practice management solution tailored for accountants, bookkeepers, and CPAs, enhancing client management, automating numerous tasks, and effectively managing workflows via a secure client portal that includes integrated email, calendar, and CRM functionalities. This platform boasts user-friendly task and workflow tools equipped with automatic reminders for clients, unlimited eSignatures that come with KBA support, built-in time tracking and reporting features, customizable dashboards for clients, and secure management of client data through encryption. Users are able to edit Word, Excel, and PowerPoint documents directly in their browser, facilitating real-time collaboration and version control; they can also communicate seamlessly with team members and clients, while utilizing mobile applications for easy file uploads, signatures, and notifications while on the move. Additional advanced features encompass visual representations for billable hours and staff performance, AI-enhanced collaboration tools, hybrid cloud virtual drive syncing, and options for custom branding. With its operations hosted on AWS and safeguarded by 256-bit encryption, Basil adeptly integrates tasks, billing, and communication into one streamlined platform, making it an essential tool for modern accounting practices. This allows professionals not only to maintain productivity but also to enhance client satisfaction through more effective communication and management techniques.
API Access
Has API
API Access
Has API
Integrations
Amazon Web Services (AWS)
Microsoft Excel
Microsoft Word
PowerPoint
Integrations
Amazon Web Services (AWS)
Microsoft Excel
Microsoft Word
PowerPoint
Pricing Details
₹249 per user per month
Free Trial
Free Version
Pricing Details
$30 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Vider Business Solutions
Founded
2020
Country
India
Website
vider.in/atom.html
Vendor Details
Company Name
CoralTree
Founded
2009
Country
United States
Website
www.coraltreetech.com/basil
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management