Going digital doesn't have to be intimidating. We move your documents into a secure, searchable, paperless environment — convenient access, less clutter, lower paper costs.
100% free to start — no credit card needed.
We use Atlas SHARE to send information to our CPA. They have a passcode protected URL saved to their toolbar for easy access. Atlas SHARE is software made simple.
What We Do
Atlas is digital document management software with workflow automation that takes the place of physical storage. We put your information in one centralized location, so records are easy to find — without the clutter and wasted space of bulky filing cabinets, or the threat of destruction from natural disasters and human error.
Teams share documents with colleagues, customers, and vendors in a collaborative environment: create and edit records, track changes, and manage versions. The result is an entirely paperless environment that raises customer satisfaction without adding time requirements.
One virtual database for every record, reachable from anywhere — no additional physical storage space required as you grow.
Optical Character Recognition reads every word in your documents and turns it into digital text you can search, edit, and store. Type a keyword; find the file in no time.
Right-click and SHARE with multi-factor authentication. Combine documents in the right order, convert to PDF, and send them in a secured environment.
Collaboration built around the original document — assign tasks, trigger alerts, and keep an events-driven log of what happened and what's next.
Built for the businesses that live on paperwork:
Proof
How Atlas DMS future-proofed a CPA's consulting services practice.
Read the case study → Tax seasonPiles of client files on the floor became a 100% remote practice with the best work-life balance Matt has ever had.
Read the case study → Title company"I love love love love our turnaround time in minutes, even when the transaction was several years prior."
Read the case study →Remote IT Support
We are dedicated to providing high-quality customer IT support — personalized, effective assistance so you can make the most of the software and spend less of your valuable time troubleshooting.
With over two decades of experience, our team consists of highly skilled professionals with extensive knowledge of our software — and they keep up to date with every new release.
We want strong relationships with our clients so we can work alongside you to troubleshoot whatever you run into. We are here to listen and help you find success with the software.
Your time is valuable. No automated machine, no queueing for hours — whether it's a technical question or an issue, we aim for a prompt resolution so you can get back to running your business.
We find issues before they occur. Our team monitors the performance and health of the software, catching potential problems before they become major concerns.
A paperless solution reduces the environmental impact of running a business. Make the most of your new clutter-free space and decrease your carbon footprint.
More than a secure, convenient, affordable way to manage documents — leverage the data Atlas provides to make decisions that optimize growth and performance.
Automatically support compliance with regulations and industry standards through built-in tracking and audit trails.
No credit card needed. Just results. Try it and see why Atlas changes the game.
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