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ATO SmartDocs
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Transform Your Document Workflow with ATO SmartDocs

Automate, secure, and simplify every step of your ATO document management

Managing documents shouldn’t slow your business down. ATO SmartDocs gives you the tools to automate document creation, ensure compliance, and streamline approvals, all in one secure platform.  

Save time, reduce errors, and keep your operations running smoothly. 

Key Features of ATO SmartDocs

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 revolutionises 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! More about SmartBot below. 

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. 

Secure Centralised Storage with Vault 

Keep your clients’ documents secure with our robust digital storage system, plus, we offer digital signatures. Find out more below, or contact us now to unlock more features for your firm. 

Unlock the Vault

With security and compliance pressures rising across the industry, there has never been a better time to unlock Vault and supercharge client experience and security. 

Vault: The Compliance & Security Upgrade Every Firm Needs  

With rising ATO privacy expectations and client data risks at an all-time high, Vault protects your firm, your clients, and your reputation with:  

  • Secure consolidated client delivery  
  • Instant TFN redaction every time a client downloads a document  
  • Built-in, free and unlimited e-signatures for documents that require approval  
  • Unlimited free e-signatures  
  • No more “Can you resend my ATO letter?” calls.  

If you haven’t switched it on yet… you’re missing the gold-standard security layer your clients expect and deserve.  

Find out more

SmartBot Automation

SmartBot is your One-Click Processing Superpower. Imagine automating every single step of ATO document handling: Import, process, bulk send, export, download, delete. All with ONE click.  

  • Cut 95% of processing time 
  • Automate all 600+ ATO document types 
  • Do in 5-seconds what takes hours manually, and without human error. 

If you're not using SmartBot yet… your team is still doing work they no longer need to do.  

Find out more