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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!
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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!