Solo Practitioner on AtlasOS
AtlasOS provides a streamlined, single-user experience purpose-built for independent professionals who work alone or with a small assistant. Everything you need — client management, compliance tracking, billing, and documents — without the overhead of team management features.
Who is this for? Independent accountants, tax consultants, bookkeepers, and sole practitioners who manage their own client base without a large team.
Terminology
AtlasOS maps its universal concepts to solo practitioner language:
| AtlasOS Concept | Solo Practitioner Term |
|---|---|
| Entity | Client |
| Engagement | Engagement |
| Compliance | Deadline Tracker |
| Service | Service |
You will see these labels throughout the sidebar, dashboards, and reports.
Solo Mode
The Solo Practitioner vertical enables soloMode, which fundamentally streamlines the AtlasOS experience:
- Landing view defaults to Focus — a personal task dashboard showing your most urgent deadlines and work items.
- Team management UI is hidden (no staff directory, no team assignments).
- Broadcasts module is disabled (use Smart Inbox for individual client communications).
- Chat module is disabled (no internal team chat needed).
- All essential modules remain fully intact — compliance, billing, client portal, AI Agents.
Read more in the Solo Mode guide.
Enabled Modules
| Module | Purpose |
|---|---|
| Smart Inbox | Route client emails and create follow-up tasks automatically |
| Tasks | Personal task queue with deadline-driven prioritisation |
| Compliance Calendar | SARS and CIPC deadline tracking, auto-generated per client |
| Client Portal | Secure portal for clients to upload documents and view status |
| Time Tracking | Log billable hours per client and service type |
| Billing | Invoice generation, payment tracking, WIP monitoring |
| Contracts | Store engagement letters and client agreements |
| Onboarding Forms | Client intake forms and company registration questionnaires |
| AI Agents | Autonomous workflow assistance and intelligent triage |
What is NOT enabled
- Broadcasts — disabled in solo mode (use Smart Inbox for one-to-one client communications).
- Chat — disabled (no team to chat with).
- AFS Reports — not enabled by default (can be activated if needed).
Compliance Bodies
| Body | Jurisdiction |
|---|---|
| SARS | South African Revenue Service |
| CIPC | Companies and Intellectual Property Commission |
Obligation Types
The following compliance obligation types are pre-configured:
| Obligation Type Key | Description |
|---|---|
VAT_EFILING | VAT return eFiling |
PAYE_FILING | PAYE return filing |
PAYE_PAYMENT | PAYE payment deadline |
PROVISIONAL_TAX_1 | First provisional tax payment |
PROVISIONAL_TAX_2 | Second provisional tax payment |
ITR14_COMPANY | Company income tax return |
ITR12_INDIVIDUAL | Individual income tax return |
CIPC_AR_PTY | CIPC annual return for (Pty) Ltd companies |
Entity Types
| Entity Type | Use Case |
|---|---|
| Company | (Pty) Ltd companies |
| Individual | Individual taxpayers |
| CC | Close corporations |
| Sole Proprietor | Sole proprietors and sole traders |
| Trust | Trusts (family, business, testamentary) |
Default Landing View
When you log in, AtlasOS opens to the Focus view — your personal dashboard showing upcoming deadlines, active tasks, and items requiring attention.
Getting Started
- Create your practice and select Solo Practitioner as your firm type during the setup wizard.
- Import your clients via CSV or add them manually. Include registration numbers and tax numbers for compliance tracking.
- Configure compliance — AtlasOS auto-generates SARS and CIPC deadlines based on each client's entity type and registration details.
- Set up billing — configure your hourly rates, service types, and invoice template.
- Start working — your Focus view shows you exactly what needs attention today.
Next steps: Read the Solo Practitioner Overview for the full configuration reference, or learn about Solo Mode to understand what changes in the streamlined interface.
For shared platform features (Smart Inbox, Documents, AI Advisory, Practice Admin, Dashboard), see the Shared Features page which links to the main Accounting documentation.