Every tool your business needs vetted, and under one roof.

Browse the software we’ve already vetted for businesses like yours. See something you need? Add it, and we’ll handle the setup, the pricing, and the billing, so it’s one login and one invoice instead of ten.

Cybersecurity — Endpoint & Identity

1Password Business

Password manager for teams.

Ideal For Teams managing shared credentials
Communications & VoIP

8x8

Business VoIP, video, contact center.

Ideal For Businesses needing VoIP with contact center features
Backup, Storage & DR

Acronis Cyber Cloud

Backup, cybersecurity, endpoint management — unified platform.

Ideal For Businesses wanting all-in-one backup and security
CRM, Marketing & Business Tools

Adobe Acrobat Sign

PDF workflows and e-signatures.

Ideal For Businesses with heavy PDF and document workflows
Workforce & HR

ADP

Payroll processing, tax filing, HR administration.

Ideal For All businesses with employees
Benefits

Aetna

Group medical, dental, vision, life.

Ideal For Employers offering group health benefits
CRM, Marketing & Business Tools

Airtable

Database-driven work management.

Ideal For Teams needing flexible data and workflow management
Benefits

Ameritas

Dental, vision, retirement, individual products.

Ideal For Employers seeking dental and vision plans
Benefits

Anthem Blue Cross Blue Shield

Group medical, dental, vision — national carrier network.

Ideal For Employers offering group health benefits
CRM, Marketing & Business Tools

Asana

Team project management.

Ideal For Teams needing structured project tracking
Risk & Insurance

At-Bay

Modern cyber insurance with risk mitigation tools.

Ideal For Businesses seeking cyber coverage with active monitoring
Backup, Storage & DR

Backblaze B2

Cloud object storage and backup.

Ideal For Businesses seeking low-cost cloud backup
Workforce & HR

BambooHR

HRIS focused on culture, performance, and small teams.

Ideal For Small teams focused on culture
Cybersecurity — Email & Web

Barracuda Email Protection

Email security, backup, archiving.

Ideal For Businesses needing email security and compliance archiving
Financial

Bill.com

Accounts payable, accounts receivable, spend management.

Ideal For Businesses managing high AP/AR volume
Cybersecurity — Endpoint & Identity

Bitdefender GravityZone

Endpoint protection with cloud management console.

Ideal For Businesses needing managed endpoint security
Financial

Bookkeeping & Tax Advisory

Outsourced through Atlas One's CPA and bookkeeping partner network.

Ideal For Businesses needing outsourced financial services
Financial

Brex

Corporate cards and financial platform for growth companies.

Ideal For High-growth and venture-backed businesses
Business Consulting & Advisory

Business Strategy Advisory

Delivered directly by Atlas One leadership.

Ideal For Growth-stage business owners
Business Consulting & Advisory

Business Valuation

Third-party valuation services through Atlas One's network.

Ideal For Business owners needing a formal valuation
CRM, Marketing & Business Tools

Calendly

Scheduling automation.

Ideal For Businesses automating meeting scheduling
CRM, Marketing & Business Tools

Canva Pro

Design platform for business teams.

Ideal For Teams creating marketing and business visuals
Risk & Insurance

Certificate of Insurance (COI) Management

Real-time COI generation and vendor compliance tracking.

Ideal For Businesses managing vendor or subcontractor COIs
Business Consulting & Advisory

CFO Advisory & Fractional CFO

Outsourced financial leadership for growth-stage SMBs.

Ideal For Growth-stage businesses needing financial leadership
Risk & Insurance

Chubb

Full commercial insurance across all lines.

Ideal For Mid-to-large commercial insureds
Benefits

Cigna

Group medical, dental, behavioral health.

Ideal For Employers offering group health benefits
Cybersecurity — Endpoint & Identity

Cisco Secure Access

Zero-trust network access.

Ideal For Businesses implementing zero-trust security
CRM, Marketing & Business Tools

ClickUp

Project management and productivity platform.

Ideal For Teams managing complex projects
Cybersecurity — Email & Web

Cloudflare

DNS, DDoS protection, web application firewall.

Ideal For Businesses with public-facing web properties
Risk & Insurance

Coalition

Cyber insurance with proactive security monitoring.

Ideal For SMBs with digital exposure
Benefits

Colonial Life

Voluntary benefits — accident, disability, life, cancer.

Ideal For Employers offering voluntary benefits
Risk & Insurance

Commercial Auto

Fleet and single-vehicle commercial auto.

Ideal For Businesses with company vehicles
Risk & Insurance

Commercial Property

Property, business interruption, inland marine.

Ideal For Businesses with physical assets
Risk & Insurance

Commercial Umbrella

Excess liability coverage over primary policies.

Ideal For Businesses seeking higher liability limits
Workforce & HR

Connecteam

Deskless workforce app — scheduling, time tracking, communications.

Ideal For Businesses with deskless or field workers
Workforce & HR

Cornerstone PEO

Professional Employer Organization — full HR outsourcing, benefits, compliance, WC master plan.

Ideal For Employers seeking full HR outsourcing
Risk & Insurance

Cowbell Cyber

AI-driven cyber insurance for SMBs.

Ideal For SMBs seeking affordable cyber insurance
Cybersecurity — Endpoint & Identity

CrowdStrike Falcon

Enterprise-grade EDR and threat hunting.

Ideal For Enterprise businesses with advanced security requirements
Backup, Storage & DR

Datto Continuity

Business continuity and disaster recovery.

Ideal For Businesses with low tolerance for downtime
Backup, Storage & DR

Datto SaaS Protection

M365 and Google Workspace backup.

Ideal For Businesses backing up Microsoft 365 or Google Workspace data
Workforce & HR

Deputy

Workforce management and shift scheduling.

Ideal For Businesses managing shift workers
Communications & VoIP

Dialpad

AI-powered business communications.

Ideal For Businesses wanting AI-enhanced calls and meetings
Risk & Insurance

Directors & Officers (D&O)

Executive liability coverage.

Ideal For Businesses with boards or executive teams
Financial

Divvy (BILL Spend & Expense)

Spend management with virtual cards.

Ideal For Businesses managing team spend
CRM, Marketing & Business Tools

DocuSign

Digital signature and agreement management.

Ideal For Businesses executing contracts digitally
Backup, Storage & DR

Dropsuite

Cloud email and data backup.

Ideal For Businesses backing up email and SaaS data
Cybersecurity — Endpoint & Identity

Duo Security

Multi-factor authentication and access management.

Ideal For All businesses securing user access
Risk & Insurance

EPLI (Employment Practices Liability)

Wrongful termination, discrimination, harassment defense.

Ideal For All employers
Business Consulting & Advisory

Exit Planning

Multi-year exit runway planning, valuation optimization.

Ideal For Business owners building toward an exit
Financial

Expensify

Expense reports, receipt scanning, mileage tracking.

Ideal For Teams with frequent employee expenses
Risk & Insurance

General Liability

Multi-carrier general liability programs.

Ideal For All businesses
Workforce & HR

GNA Partners

PEO alternative — enterprise SMB back-office HR and benefits.

Ideal For SMBs with complex HR needs
Productivity & Collaboration

Google Workspace

Gmail, Docs, Drive, Meet, Chat — Business Starter through Enterprise.

Ideal For All businesses
Benefits

Guideline

Modern low-cost 401(k) for younger workforces.

Ideal For SMBs offering 401(k) plans
Workforce & HR

Gusto

Small business payroll, benefits, and HR platform.

Ideal For Small and growing businesses
Financial

Gusto Wallet / Direct Deposit

Payroll disbursement infrastructure.

Ideal For Businesses using Gusto payroll
Benefits

HealthEquity

HSA, FSA, HRA administration.

Ideal For Employers with HSA-eligible health plans
Business Consulting & Advisory

HIPAA Compliance Support

For healthcare-adjacent clients.

Ideal For Healthcare and healthcare-adjacent businesses
Risk & Insurance

Hiscox

Professional liability, cyber, EPLI for small businesses.

Ideal For Small service businesses
Workforce & HR

Homebase

Employee scheduling and time tracking for hourly workforces.

Ideal For Businesses with hourly employees
CRM, Marketing & Business Tools

HubSpot

CRM, marketing automation, sales, service — all-in-one.

Ideal For Growth-stage businesses
Benefits

Human Interest

Modern 401(k) built for SMBs.

Ideal For SMBs offering 401(k) plans
Cybersecurity — Endpoint & Identity

Huntress

Managed threat detection and response (MDR).

Ideal For SMBs needing 24/7 threat monitoring
Benefits

Kaiser Permanente

Integrated HMO plans (regional).

Ideal For Employers in Kaiser service regions
Cybersecurity — Endpoint & Identity

Keeper Business

Password manager, secrets management, dark web monitoring.

Ideal For Businesses needing advanced credential security
Cybersecurity — Email & Web

KnowBe4

Security awareness training and simulated phishing.

Ideal For All businesses building a security-aware workforce
Business Consulting & Advisory

Legal & Compliance Referral Network

Employment law, contract law, IP counsel.

Ideal For Businesses needing legal guidance
Business Consulting & Advisory

M&A Advisory & Broker Referral

Vetted M&A advisor network for business owners planning exits.

Ideal For Business owners planning exits or acquisitions
Business Consulting & Advisory

Marketing & Growth Advisory

Delivered through Atlas One's marketing partner network (including Big Red Jelly).

Ideal For Businesses scaling their marketing and growth
Benefits

MetLife

Group dental, vision, life, disability, pet insurance.

Ideal For Employers offering group ancillary benefits
Productivity & Collaboration

Microsoft 365

Business Basic, Standard, Business Premium, E3, E5 — Word, Excel, Outlook, Teams, SharePoint, OneDrive.

Ideal For All businesses
Productivity & Collaboration

Microsoft Copilot

AI assistant for M365 — Business and Enterprise editions.

Ideal For Microsoft 365 users seeking AI productivity
Cybersecurity — Endpoint & Identity

Microsoft Entra ID (Azure AD)

Identity management, SSO, conditional access.

Ideal For Businesses on the Microsoft ecosystem
Productivity & Collaboration

Microsoft Teams Phone

Business VoIP through Microsoft Teams.

Ideal For Microsoft 365 users replacing traditional phone systems
Cybersecurity — Email & Web

Mimecast

Email security, continuity, archiving.

Ideal For Businesses needing enterprise-grade email security
Workforce & HR

Mineral

HR compliance library, handbooks, employment law guidance.

Ideal For Businesses navigating HR compliance
CRM, Marketing & Business Tools

Monday.com

Work operating system for teams.

Ideal For Teams managing work across departments
Communications & VoIP

Nextiva

VoIP, video, business phone.

Ideal For Small and medium businesses
CRM, Marketing & Business Tools

Notion

Docs, wikis, and workspace collaboration.

Ideal For Teams needing flexible knowledge management
Communications & VoIP

OpenPhone

Business phone for teams.

Ideal For Startups and small teams
Workforce & HR

Paychex

Payroll processing, HR administration, 401(k) integration.

Ideal For All businesses with employees
Workforce & HR

Paylocity

Modern payroll and HCM platform for mid-market SMBs.

Ideal For Mid-market businesses
Financial

PayPal Business

Online payments, invoicing, working capital.

Ideal For Businesses accepting online payments
CRM, Marketing & Business Tools

Pipedrive

Sales-focused CRM for smaller teams.

Ideal For Small sales teams
Benefits

Principal Financial Group

401(k), group benefits, executive benefits.

Ideal For Businesses with retirement and executive benefit needs
Risk & Insurance

Professional Liability / E&O

Errors and omissions coverage for service businesses.

Ideal For Professional service businesses
Cybersecurity — Email & Web

Proofpoint Essentials

Email security, phishing protection, encryption.

Ideal For Businesses securing inbound email
Financial

QuickBooks Online

Small business accounting — general ledger, invoicing, reporting.

Ideal For Small and medium businesses
Financial

Ramp

Corporate cards, expense management, bill pay — no annual fees.

Ideal For Businesses streamlining expense management
Communications & VoIP

RingCentral

Business phones, video, messaging — cloud UCaaS.

Ideal For Businesses replacing traditional phone systems
Workforce & HR

Rippling

All-in-one HR, IT, and finance platform.

Ideal For Fast-growing businesses
CRM, Marketing & Business Tools

Salesforce

Enterprise CRM and sales cloud.

Ideal For Mid-to-large sales-driven businesses
Cybersecurity — Endpoint & Identity

SentinelOne

AI-powered endpoint detection and response (EDR).

Ideal For Businesses requiring advanced threat detection
Productivity & Collaboration

Slack

Team messaging and workspace collaboration.

Ideal For Teams needing persistent chat and integrations
Business Consulting & Advisory

SOC 2 & Compliance Attestation

Compliance readiness and audit prep partners.

Ideal For Businesses pursuing SOC 2 or compliance certification
Financial

Square

Point-of-sale, payments, invoicing.

Ideal For Retail and service businesses
Financial

Stripe

Online payment processing for businesses.

Ideal For Businesses accepting online payments
Cybersecurity — Endpoint & Identity

ThreatLocker

Application allowlisting and ring-fencing for compliance.

Ideal For Businesses with compliance and zero-trust requirements
Cybersecurity — Email & Web

TitanHQ SpamTitan

Anti-spam and email security.

Ideal For Businesses reducing spam and phishing email
Cybersecurity — Email & Web

TitanHQ WebTitan

DNS filtering and web content security.

Ideal For Businesses controlling web access and filtering threats
Risk & Insurance

Travelers

Full commercial insurance, workers' comp specialty.

Ideal For Businesses seeking full commercial insurance
Benefits

UnitedHealthcare

Group medical, dental, vision, disability.

Ideal For Employers offering group health benefits
Benefits

Unum

Voluntary and employer-paid life, disability, dental, vision.

Ideal For Employers offering ancillary benefits
Backup, Storage & DR

Veeam

Enterprise backup and replication.

Ideal For Businesses with on-prem or hybrid backup needs
Workforce & HR

Vero HCM

Human capital management platform with payroll integration.

Ideal For Businesses scaling their HR infrastructure
Benefits

Vestwell

Digital retirement platform, PEP plans.

Ideal For Businesses with pooled employer plans
Backup, Storage & DR

Wasabi Hot Cloud Storage

S3-compatible object storage at fraction of AWS cost.

Ideal For Businesses needing affordable cloud storage
Business Consulting & Advisory

Wealth Management & Executive Planning

Personal financial planning for business owners.

Ideal For Business owners planning personal financial futures
Workforce & HR

When I Work

Employee scheduling and time clock.

Ideal For Businesses scheduling hourly staff
Risk & Insurance

Workers' Compensation

Multi-carrier broker network — pay-as-you-go, master plan, and standard programs.

Ideal For All employers
Financial

Xero

Alternative cloud accounting platform.

Ideal For Small and growing businesses
CRM, Marketing & Business Tools

Zapier

Workflow automation between apps.

Ideal For Businesses automating repetitive tasks
CRM, Marketing & Business Tools

Zoho CRM

CRM and business suite for SMBs.

Ideal For SMBs needing an affordable CRM suite
Productivity & Collaboration

Zoom

Video conferencing, webinars, phone.

Ideal For All businesses
Atlas One Solutions
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