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AtlasOS at Evolv Accountants: compliance, tasks and inbox on one platform
Evolv Accountants, a South African accounting and advisory firm, runs its client entities, SARS and CIPC compliance, UIF declarations, salary schedules, inbox and tasks on AtlasOS, the practice platform that Arke Technologies (Pty) Ltd owns and builds in Johannesburg. Evolv is the AtlasOS reference site.
The challenge: deadlines spread across every client entity
An accounting and advisory practice carries its clients' deadlines as well as its own: income tax, VAT and PAYE with SARS, annual returns with CIPC, provisional tax, UIF declarations and salary schedules. Each client may be a group of related companies, trusts and individuals, and each entity keeps its own calendar.
When that work lives in spreadsheets, diaries and email folders, the people running the practice see the portfolio only by asking around, and a missed deadline tends to surface when a client or SARS raises it. Evolv describes the gap in its own words below: before AtlasOS, it did not have visibility across its entities.
What Evolv runs on AtlasOS
Client and entity management. Companies, trusts and individuals, with their CIPC and SARS data and the links between related entities.- SARS and CIPC compliance workflows. Scheduling, deadline alerts, task assignment and status tracking, including provisional tax scheduling and CIPC annual returns.
- UIF declarations and salary schedules. Payroll-related submissions tracked in the same system as the tax work.
- Tasks and bookkeeping reminders. Staff work assigned, tracked and followed up in one place.
- Inbox and communications. Staff messaging, the client inbox, task comments and notifications, so each conversation stays with its work.
- Firm-wide reporting dashboards. Compliance status across the whole client portfolio.
Why Evolv is the reference site
Evolv is both the validation environment for AtlasOS and the reference architecture for every deployment that follows. New capability is proven in a working practice, against real SARS and CIPC deadlines.
That matters because practice software fails in the details: a deadline rule that is wrong for one kind of entity, or a task flow that does not match how a firm signs off its work. A working practice exposes those details every day.
AtlasOS is configured by profession. It is live for accounting and tax practices in South Africa, for audit and assurance firms in South Africa and for payroll bureaux, and it is available for nonprofits; legal practices are in scoping.
How AtlasOS protects a practice's data
A practice holds identity numbers, tax numbers and payroll records for every client, so the architecture matters.
- Relational data. PostgreSQL on Google Cloud SQL holds the links between clients, entities, deadlines and tasks.
- Isolation between firms. Each firm's data is separated at the database level, not merely hidden in the interface.
- Managed sign-in and hosting. Sign-in runs on Firebase Authentication; the application runs on Firebase App Hosting, with Cloud Scheduler for scheduled work.
- AI with people in charge. Staff ask plain questions of the practice's data, such as overdue tasks, compliance risks and client summaries. The AI supports decisions and does not replace professional judgement.
- POPIA. The firm remains the responsible party for its clients' personal information, and its data remains its own. For the practice's wider systems, see POPIA compliance and IT for accounting and professional services firms.
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