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ATOmate

By ATOmate
5 out of 5 stars
ATO document processing automation. ATOmate is designed for accountants for fast, simple, and secure ATO document processing. Save time and improve efficiencies by automating the manual processing, checking and distributing of all ATO documents. Reducing manual ATO document processing time by 90%.
Rated
5.0
out of 5
Reviewed by
1
Xero user
Listed for
3 years
October 2020
Key functions
Accountant tools
Documents

Overview

ATO Document automation for accountants. Fast, simple, and secure.

ATOmate integrates directly with the ATO to automate the processing, checking and distribution of ATO documents. It also connects seamlessly with Xero and your document management software to provide a streamlined process. Reducing your ATO document processing time by 90%!

ATOmate:

  • Integrates directly and securely with the ATO to automate the processing, checking and distribution of ATO documents.

  • Automatically redacts TFNs.

  • Automatically generates personalised templates to send clients their ATO documents.

  • Integrates with Xero and your document management software.

  • No more confusion around ATO correspondence and no more missing ATO documents.

  • Reduce the time your team spends on ATO document processing by 90%.

It's simple and easy to use for you and your clients.

ATOmate
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ATOmate + Xero

ATOmate seamlessly integrates with Xero to automatically match ATO documents with your practice’s clients. Extracting key information and placing this into personalised and customisable email templates. It also retrieves tax return estimates from Xero and compares them against Notice of Assessments, ensuring accuracy or flagging for review. The document is then automatically filed into your document management system.

Reviews & ratings

5.0 out of 5 stars
1 Reviews

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Most recent reviews

KW
Kathryn Webster
Posted 25 Feb 2024
5 out of 5 stars

One of our Smartest Software Decisions

ATOmate has been a game changer for our accounting firm. Our bookkeepers and accountants were previously spending huge amounts of time reviewing ATO documents, composing emails, and sending out to clients. This is in addition to our admin team who were manually downloading documents, redacting TFNs before sending, and distributing to other staff. All of this work has been almost eliminated thanks to ATOmate. ATO documents are no longer a time-consuming task due to the use of email templates, automatic sending, and ease of managing and following up. The software support is also excellent. ATOmate is one of the smartest software decisions we have made in the past couple of years, and we wish we had done it sooner.

Additional info

Functions

Accountant toolsDocuments

Industries

Accounting

App details

By ATOmate
Added in 2020

Countries

Australia

Languages

English

Support

Setup walkthroughContact supportsupport@teambaw.com.au

Contact

1300054466

Follow

LinkedIn

Get started with ATOmate

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.