Our Features - New & Exciting

Discover what’s new in ATO SmartDocs 2.0! This page covers the latest enhancements designed to make ATO document processing even more efficient, secure, and seamless. Learn how these updates can improve your workflow and provide an even better experience for you and your clients.

600 DOCUMENT TYPES

ATO SmartDocs covers all ATO document types (100% coverage) with a current total of over 600 available ATO documents, paper documents included.

FLEXIBLE DELIVERY METHODS

Choose the perfect delivery method for each client: Letters, Secure Email/Vault (2FA + PIN), Portal, or the SmartPhone app!

95% FASTER

ATO SmartDocs revolutionizes the way you handle ATO mail, cutting down processing time by a massive 95% compared to traditional methods.

SMARTBOT- ONE BUTTON DOES IT ALL

Automate every step of ATO document processing: Import, process, bulk send, export, download, and delete—all with a single click. Crush time-wasting tasks!

NO PROCESSING LIMIT

ATO SmartDocs has no limits— process as many ATO documents as you want for one fixed monthly fee. Go crazy!

TAILORED TFN REDACTION

For clients who find PINs a hassle, we send documents as email attachments after redacting the TFN—easy, straightforward, and completely hassle-free

WORKFLOW EMAIL REMINDERS

Supercharge productivity with automatic reminders—ensure ATO document approvals are always on time. No more chasing deadlines!

SMART REPORT GENERATION

Gain powerful insights with daily AI generated reports and partner/manager dashboards—giving you the edge to stay informed and make confident decisions.

SECURED CENTRALIZED STORAGE WITH THE VAULT

Keep your clients’ documents secure with our robust digital storage system—plus, enjoy free Digital Signatures for effortless signing and finalization!

Why Accountants Love ATO SmartDocs 💙

Vault is Great and we are Loving It!!

We’ve really enjoyed seeing the Vault from our end. It’s easy for our clients to understand and use. The instructions for printing payment slips have been especially handy, as many clients still prefer paper copies. Thank you for that.

Even our less tech-savvy clients are using it. It’s simple to explain, easy to resend links for fresh documents, and the search function makes finding things effortless. We’re already planning to use it for additional documents and copies of financials because of how secure it is.

Really very happy with it and how smoothly it’s rolling through!

Anna Kroehn

BVMS Chartered Accountants