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ATO SmartDocs

By ATO SmartDocs
0 out of 5 stars
New generation true cloud ATO Document processing automation. Secure 2FA email delivery of your ATO Documents to your clients
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Reviews
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Listed for
3 years
February 2021
Key functions
Accountant tools
Documents

Overview

ATO SmartDocs is a new generation ATO document processing robot that automates your complete ATO document process. With the ATO push for no more paper, ATO SmartDocs can retrieve your documents from the ATO and have them checked, approved, processed, and delivered to your clients in seconds.

Every ATO document is covered (392 different ATO documents at last count). You can choose your delivery method for each client from secure email with 2FA, your existing portal, letters, or via a ATO SmartDocs Vault.

ATO SmartDocs + Xero

ATO SmartDocs loves talking to Xero via the Xero API. Just turn on the API, and the magic happens. ATO SmartDocs can use any field in the XPM database. Including primary contact information and custom fields. It's even smart enough to look at a field, and if it's empty, it will check additional fields we call this "Smart Data".

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Additional info

Functions

Accountant toolsDocuments

Industries

Professional servicesAccounting

App details

By ATO SmartDocs
Added in 2021

Countries

Australia

Languages

English

Support

Setup walkthroughContact supportSupport@iPracticeApps.com.au

Contact

0419378073

Follow

LinkedIn

Get started with ATO SmartDocs

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.