ATO SmartDocs

Vault is great and we are loving It!! The instructions for printing payment slips have been especially handy, as many clients still prefer paper copies. 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!

Great price for a product that securely and easily gets your ATO correspondence to clients.

Our new ATO SmartDocs mailing system enables us to download all ATO mail on behalf of our clients and distribute it electronically. You receive your mail faster: Traditional paper mail sent from the ATO can take days or even weeks to reach you through postage methods. Electronically, we can have your mail to you the day it is available. It’s more secure: ATO mail often contains sensitive information including your TFN, taxable income, home address and other personal details. Identity theft is on the rise and documents sent by email or traditional post increase the risk of your information falling into the wrong hands. It’s better for the environment: With our new system we can receive and deliver your ATO mail to you without using any ink, envelopes, stamps, fuel or even a single sheet of paper. Across our thousands of clients this is a win for the environment. It’s more reliable: The ATO now uses six different methods to deliver mail to taxpayers. One of these is delivery through myGov which poses problems for many clients that might not realise the document has been delivered and may miss an important lodgement or payment deadline.