Atlura places workflow, scheduling, time and billing, client collaboration, performance tracking and reporting into a single, connected platform. Users can standardize and automate workflows, track project readiness and milestones in real time, allocate resources based on availability, experience, and project complexity, use integrated requests, secure file sharing, and automated communication for client collaboration, and provide everyone, from staff to partners, a prioritized view of what to work on each day.
Every workflow is developed based on how things are done on a practical real world level, with review steps locked in so nothing can close until it has all been done correctly. Labels, milestones and events let users do things like auto-bill, auto-generate engagement letters and trigger actions when a step finishes, whether launching the next workflow or clearing out data that's no longer needed.
Many of these workflows are connected to others. The client portal, for example, is not a bolt-on feature but part of natural workflows: the whole team is notified when the client uploads a document or comments on a request.
"From there we build circular workflows for recurring and CAS work and clean linear ones for something like a 1040, all running under a single project and feeding each other to push the engagement to completion," said Patrick Griffin, a partner at the firm. "It scales down to something dead simple and up to a large engagement with a lot of moving parts."
CaronBletzer built and refined Atlura over six years, using it at the firm before finally releasing it onto the market. Managing partner John Bletzer said that while it was developed from observing their own challenges, it was always the plan to eventually release this to the public at large.
"Six years ago we looked at our own stack, a pile of tools that each did one job and none of which talked to each other, and we were sure one integrated system would make life easier for us and for every firm like us. We built it to sell from day one," he said. "The reason it's ready now comes down to one thing, and that's scheduling. Time entry was easy. Workflows took a couple of years to get right, then portal integration, and then in 2024 we finally went after scheduling itself with budgeting, timelines and the tools that put a job in motion the moment it's ready. We spent all of 2025 perfecting that, and it worked. Once we'd solved scheduling, we'd solved the thing other firms can't, and that's the moment to bring it out."
Griffin noted that because the solution is six years old, with around 100 CPAs using it every day on high-volume work, there was no need for a beta test because they were the testers.
"Once a product has survived users like that, it's ready for anyone," he said.
Griffin added that it was built to be industry-agnostic from day one so that while it was used by their firm, it was not bound only to it. Very little changed between the version they've been using for six years and the one put out for general release. The only addition is onboarding capacity. Firms get templates so they can stand up their tax, audit and CAS work from a standard starting point or build their own, and they get full control over their own roles, titles and permissions. A firm can bring its entire organization to life inside Atlura exactly as it runs today.
Bletzer added that it is adjustable for specific firm practices or "honestly, almost any service business."
CaronBletzer intends to continue improving the product. Future plans include AI scheduling that uses client data and feedback to allow managers to assign the right person to the right task throughout the firm, automatically adjusting and optimizing user schedules based on readiness, provide reminders for key tasks and requests, and give users confidence they are working on the correct assignments in the most efficient order.
