Shared Platform Features
Many AtlasOS features work identically across all verticals. Rather than duplicating documentation, this page links to the detailed guides in the Accounting section where these features are documented comprehensively.
Smart Inbox
AI-powered email triage, client routing, and task creation from incoming emails. This is your primary communication tool in solo mode, replacing the need for broadcasts.
Documents
Document management, templates, client-uploaded files, and secure document sharing via the Client Portal.
AI Advisory & AI Agents
AI-powered workflow assistance, intelligent triage, and autonomous task execution. AI Agents are fully available in solo mode and can monitor deadlines, triage emails, and assist with document processing.
Dashboard
Practice-wide KPIs, performance metrics, and at-a-glance health indicators. In solo mode, the default landing is the Focus view rather than the standard Dashboard.
Practice Administration
Practice settings, integration management, and billing configuration. Team management features are hidden in solo mode.
Client Portal
Secure portal for clients to upload documents, view compliance status, access invoices, and complete onboarding forms.
Compliance Calendar
Full compliance tracking with SARS and CIPC deadline generation. See the Compliance & Deadlines page for solo practitioner-specific guidance.
Note: While the linked documentation uses terminology from the accounting vertical and assumes a multi-user team, the underlying functionality is identical. AtlasOS automatically applies solo mode adjustments and your vertical's terminology throughout the interface.