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A Note About Our Pricing Changes

The team has been hard at work innovating and delivering powerful new features and functionality in your ATO SmartDocs product. Our focus has been on Security (first and foremost), Productivity, and Client Experience. We are excited to share what we have built for you; an enhanced ATO Smart Docs solution that gives you peace of mind that your clients’ data is safe and secure, even greater efficiency for your team, and an enhanced on-line experience for your clients.

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SECURITY, SECURITY AND MORE SECURITY

At ATO SmartDocs, security is at the heart of everything we do, ensuring that your firm and your clients always remain protected. With this in mind, we are excited to announce the addition of the New ATO SmartDocs Vault, which delivers cutting-edge client security by automatically redacting sensitive information, such as Tax File Numbers (TFNs), whenever a client downloads a document. In addition to providing an enhanced experience for your clients, this added layer of protection minimizes the risk of unauthorized access to private data.

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​Behind the scenes, we also invest heavily in rigorous security measures, including regular Penetration Testing where top experts are hired to simulate cyberattacks and identify vulnerabilities. These tests are conducted to keep us ahead of the cyber criminals and I’m pleased to say that we continue to pass the tests with flying colours.
 
Additionally, we invest in global security standards, such as ISO 27001, and have recently upgraded to the latest ISO 27001 (2022) standards, ensuring that your solution remains at the forefront of industry best practices. At ATO SmartDocs, we take pride in safeguarding your firm's reputation and your clients' trust.

 

Key security platforms we use to protect you and your clients:

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  • Microsoft Azure – The world’s leading cloud app provider

  • ISO 27001 (2022) Accreditation sets the highest standards of security

  • Regular Penetration testing

  • ATO status as a Digital Service Provider (The highest security standard achievable)

EFFICIENCY

We are also focused on saving you time. Our goal is to automate and streamline your ATO document workflows. With features like "one-click processing," everything is seamlessly handled with speed and precision—taking just 5 seconds per document.
 
Our next generation of automation comes in the form of the The SmartBot. An AI helper that makes it so intuitive that anyone can run ATO SmartDocs by simply clicking the SmartBot button. Every process is executed consistently and flawlessly, from accurate file naming to ensuring you're across every ATO document sent to your clients. And with the Vault enabled, you'll never have to deal with client calls asking for ATO documents again—everything is stored and accessible at their fingertips. By consolidating 100% of your ATO document processing rules and procedures into one efficient application, ATO SmartDocs saves time, reduces errors, and lets you focus on what matters most.

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IMPROVING YOUR CLIENT EXPERIENCE

The other great strength of the newly added Vault functionality is the enhanced on-line experience for your clients. You now have a secure, all-in-one platform for sharing documents with clients. This is both the gold-standard from a security perspective and also makes things easier for your clients.
 
And for documents that requiring signing, we are excited to announce that you have e-signature functionality in your ATO SmartDocs Vault, making approvals fast, easy, and efficient.
 
And even better, you can take advantage of unlimited free signatures for all of 2025.

All of these exciting new features and functionality are available in your ATO SmartDocs solution today.
Many of you are already enjoying the benefits of these new tools, but if you haven’t yet started using any of these features or would like to know more, your best first step is to watch the video.

And then get in touch with our support team.

We will be delighted to take you through the new tools and show you how easy they are to implement.  

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Clients Love the Vault – A Testimonial You Need to See!

"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, hence we are on board with keeping Vault On as a service. It’s simple to explain, easy to resend links for fresh documents, and the search function makes finding things effortless. I am sure the clients will get better as they use it more often as it is very easy.

 

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

Key Benefits of ATO SmartDocs

Are you using all the features available to you?

The list below is to make sure you know about and are using the key features for your firm. Get the Admin team involved in making sure you are not missing out.

If any of these is a "NO," reach out to our support team today, and we’ll get you configured and ready to go!

NEED SUPPORT?

If you need further assistance, please don’t hesitate to call our customer support team at 1800 626 678 or email us.

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If you have any billing questions please contact Ron Drost our CEO on Mob 0419 378 073 or email us.

LEARN MORE

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