ATA Clients

Know Your Clients Better

Manage client relationships effectively and build stronger connections, with every client record, contract and account detail in one searchable system.

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Why Client Records Matter

Searchable Records

Find any client, contract or account detail quickly in one system.

Relationship History

See the full history of each client relationship in one place.

Connected to the ATA Ecosystem

Client records feed into quotations, invoices and the rest of the ATA Platform.

Professional Support

Backed by ATA's accounting, legal and business services teams.

Platform Features

Everything ATA Clients Does

Client & Supplier Management

Manage both clients and suppliers in one place
Keep client and supplier records organised together

Contacts & Addresses

Contact details and addresses for every record
Keep contacts and addresses up to date

Documents

Keep client and supplier documents with each record
Attach documents to each client or supplier

Tags & Custom Fields

Tag records and add custom fields to fit your business
Organise records with tags

Import & Export

Import existing client and supplier data
Export records when you need them

Approval Workflows

Route client and supplier records for approval
Set up approval steps for records

Client & Supplier History

See the full history of each client and supplier record
Track changes and activity over time

More Than Client Management

Client Relationships, Connected to Your Business Services

ATA Clients works together with ATA's professional services. The same client record can support invoicing, accounting, legal, recruitment and other ATA services without repeatedly recreating the same information.

Less time coordinating suppliers. More time running your business.

When the same group manages your client records and the services behind them, our teams work from the same information, with no duplicated data or communication for you.

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