ATO SmartDocs

ATO SmartDocs makes ATO document processing accessible and efficient for accounting firms of all sizes, from sole practitioners to major accounting groups.

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About ATO SmartDocs

ATO SmartDocs is a secure, cloud-based SaaS platform that transforms your tax compliance from hours of manual work to minutes of automated processing.

The platform connects directly to ATO servers, handling all 600+ ATO document types in just 5 seconds per document—that's 95% more efficient than manual methods. It automatically downloads, checks, approves, processes, and delivers to clients in seconds. You can save up to three hours per day, versus using manual processes to complete heavy tax administration.

With ISO27001 security and automated compliance tracking, you'll never miss critical deadlines while delivering superior client experiences. Plus, it processes more than 1.5M documents annually, so you can be sure your critical paperwork is in safe hands.

Free yourself from administrative tasks to focus on higher-value services that help your clients and drive growth for your practice.

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Why ATO SmartDocs?

seconds

Processing time per document

ATO documents (100% coverage)

More efficient than manual processing

Documents processed annually

Vault

A secure document management system that allows accountants and their clients to directly engage with ATO documents and notifications.

eSignatures

A module that is attached to Vault, enabling customers to electronically sign documents required by the ATO.

SmartBot

Automate every step of ATO document processing: Import, process, bulk send, export, download, and delete, all with a single click.

Learn more about SmartDocs features

More features

Why Accountants love 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!

Anna Kroehn BVMS Chartered Accountants

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

Elizabeth Flack - Business Manager Flack Group

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.

Walsh Accountants

The SmartDocs support team has been fantastic — fast, responsive, and genuinely helpful. They made the whole process smooth and easy.

Lachie Houlahan Sentia Advisory

The HowNowX export feature in ATO SmartDocs is working perfectly & has already changed our world! From our experience so far, I recommend the roll out of ATO SmartBot to all offices & the HowNowX export API because it is MAGICAL. Depending on the size of the office/number of documents, this will save the admin team HOURS in a week!

Tiana

Secure ATO document processing

ATO SmartDocs has enhanced security features to safeguard your clients' data & confidentiality. So you can keep your data safe while never missing a critical deadline, and delivering superior client experiences.