Secure Client Portal

Please use the following link to connect to our Secure Client Portal.

https://login2.atomanager.com/atom_obt/webinfo.aspx

2021 Client Portal Forms to download, complete and upload (working on PDF Fillable by 1/24/22):

2021 Cover Sheet Checklist

2021 Client Drop Off_Portal Form

2021 Tax Organizer for Dependents

2020 Client Portal Forms to download, complete and upload:

2020 Client Drop Off_Portal Form

Tax Organizer for Dependents

Cover Sheet Checklist for all clients 2020

Client Tax Update Newsletter