Solo Practitioner on AtlasOS
AtlasOS for Solo Practitioner (solo_practitioner) is a streamlined configuration designed for individual professionals working alone or with a small assistant. The key difference: soloMode is true, which changes the default landing view to Focus, disables team-oriented UI, and strips the sidebar down to essentials.
Default Configuration
| Setting | Value |
|---|---|
| Firm Type Key | solo_practitioner |
| Solo Mode | Yes (soloMode: true) |
| Default Landing View | Focus (personal dashboard) |
| Entity Types | Pty (Ltd), Individual, Close Corporation, Sole Proprietor, Trust |
Modules Enabled by Default
| Module | Status | Notes |
|---|---|---|
| Smart Inbox | ON | AI-powered email triage via Gmail |
| Tasks | ON | Personal task lists and checklists |
| Compliance Calendar | ON | SARS, CIPC deadlines auto-generated per client |
| Client Portal | ON | Secure portal for client document exchange |
| Time Tracking | ON | Billable hours and WIP |
| Billing | ON | Invoices, recurring billing, payment tracking |
| Contracts | ON | Engagement letters — draft, send, e-sign |
| Onboarding Forms | ON | Client intake forms |
| AI Agents | ON | Full autonomous agent stack |
Modules Disabled by Default
Broadcasts, Chat, AFS Reports, Management Accounts, Audit, CIPC/Secretarial, Payroll Obligations, Sales CRM, Accounting Sync, SLA Tracking, Project Milestones, and all Nonprofit modules.
Compliance Bodies
| Jurisdiction | Bodies | Pre-Seeded Obligation Types |
|---|---|---|
| South Africa | SARS, CIPC | VAT eFiling, PAYE Filing/Payment, Provisional Tax 1 & 2, ITR14, ITR12, CIPC Annual Return (Pty) |
| Zambia | ZRA, PACRA | ZM VAT, PAYE, QPD 1-4, ITX Annual, PACRA AR |
Terminology
Solo mode uses standard accounting terminology:
| Standard Label | Solo Label | Notes |
|---|---|---|
| Client | Client | No change |
| Clients | Clients | No change |
| Engagement | Engagement | No change |
| Compliance Deadlines | Deadline Rules | No change |
| Service | Service | No change |
Sidebar Layout
The Solo Practitioner sidebar mirrors accounting but includes Projects and Financial Reports while omitting team-heavy features:
| Group | Label | Items |
|---|---|---|
| — | (standalone) | Dashboard |
| — | (standalone) | Smart Inbox |
| Work | Work | Tasks, Projects, Calendar, Workflows |
| Clients | Clients | Clients (entities), Persons, Client Portal |
| Finance | Finance | Time & WIP, Billing |
| Compliance | Compliance | Deadline Rules (compliance), Onboarding |
| Documents | Documents | Documents, Bank Statements |
| Reporting | Reporting | Financial Reports |
| Admin | Administration | AI Agents, Settings |
Key Differences from Accounting Layout
- No Entity Groups, Account Manager (unnecessary for a solo practice)
- No Audit & Quality group
- No Practice Intelligence, Activity Log
- Retains Projects, Workflows, Persons, Financial Reports (unlike other extended verticals)
- Sales CRM is OFF by default — Quotes, Proposals, Pipeline hidden unless
salesmodule enabled in Settings
What soloMode: true Changes
| Behaviour | Standard Mode | Solo Mode |
|---|---|---|
| Default landing view | Tasks | Focus |
| Team member assignments | Show assignment dropdowns | Hidden — all tasks are yours |
| Team views | Show staff workload, assignment filters | Hidden |
| Broadcasts | Optional | OFF by default |
| Chat | Optional | OFF by default |
| Practice Intelligence | Available | Hidden (no team to compare against) |
Focus View
The Focus view is a personal dashboard showing:
- Today's tasks — Due today and overdue, sorted by priority
- Upcoming deadlines — Next 7 days of compliance obligations
- Priority inbox — Top unread/urgent emails from Smart Inbox
- WIP summary — Unbilled hours and revenue at a glance
This replaces the standard Dashboard which is designed for practice-wide oversight across multiple team members.
Full AI Stack
Solo mode does not reduce AI capabilities. All 7 AI agents are available:
| Agent | Function |
|---|---|
| Compliance Agent | Auto-generates obligations, monitors deadlines, escalates priority |
| Workflow Agent | Spawns task checklists from templates on obligation creation |
| Billing Agent | Generates recurring invoices, tracks overdue payments |
| Document Agent | AI-classifies uploaded documents, matches to entities |
| Advisory Agent | Atlas Chat — context-aware tax, compliance, and accounting guidance |
| Triage Agent | Classifies Smart Inbox emails by urgency, client, and topic |
| Prediction Agent | Forecasts workload and deadline risk across your portfolio |
These agents act as your virtual team — performing the triage, classification, and administrative work that a staff member would handle in a larger practice.
Shared Features
- Smart Inbox — AI email triage
- Compliance Calendar — Deadline auto-generation
- Time & Billing — Billable hours and invoicing
- Documents — Upload, classify, and manage files
- Client Portal — Secure document exchange
- AI Agents — Autonomous workflow agents