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.

The ATO SmartDocs program has been working extremely well for our firm. It’s streamlined our document process, improved consistency, and saved us a significant amount of time. Overall, it’s been a very effective tool for our workflow.

What we love most about SmartDocs is the easy user interface, excellent training and onboarding, and great customer support.

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