Access Tax

Navigate the Help Centre

Sharepoint-Checking site URL & set up

Configuration – General - iPracticeHub

Use the Integration tab to configure practice APIs and set up Launch Control links.

Configuration – Integration (iPracticeHub)

Create a custom Word form to specify the information you want to collect when a new task is created in iWorkflows.

Create a custom Word form

Administration

How to access configuration settings for ATO SmartDocs Vault

ATO SmartDocs Vault settings

Vault configuration – email

General configuration settings for ATO SmartDocs Vault

Vault configuration – general

Vault configuration – SMS

The Permission screen in Vault Configuration allows you to set and edit user permissions for the Vault.

Vault configuration – permission

Vault Configuration

Use the Bulk User Upload feature to add multiple users to your practice at once.

Bulk User Upload

Change Password allows the user to change their password.

Change Password

Use the Manage User Logins & Signatures area to create, edit, deactivate, activate, or delete users and upload signature images for email and letter templates.

Manage User Logins and Signatures

Use the My Account page to reset 2FA and update your mobile number or authenticator details if you cannot access your Smartdocs login.

My Account

Control how many workflow items or documents display on the screen for your login

Setup – My Setup

Learn how to set up 2FA to log into ATO SmartDocs

Setting Up 2‑Factor Authentication

Use the Teams area to create, edit, and delete teams that can be assigned to workflows instead of individual users.

Manage Teams

User Configuration

Use this process to add or edit a Document Type Email Template.

Add or Modify a Document Type Email Template

Use this process to add or edit a Document Type Letter Template.

Add or Modify a Document Type Letter Template

Use this process to add or edit the Master Email Template.

Add or Modify the Master Email Template

Use this process to add or edit the Master Letter Template.

Add or Modify the Master Letter Template

Configuration – Document Profile

The Email tab contains all configuration settings for emails sent from iPracticeHub.

Configuration – Email

Email Templates

Configuration - General SmartDocs

Configuration - Integration SmartDocs

Configuration - Letter Templates

Configuration – Method Wording

Configuration – Report (Document Processing and Staff Activity Report)

Learn how to add a Document Profile to ATO SmartDocs from the Master Document Profiles

Copying a Document Profile Down from the Master Profile

Learn how to top-up your SMS credits for ATO SmartDocs

IntelliSMS - Top up Credits

Restricted Clients - ATO Portal

Learn about the configuration settings available for the SmartBot

SmartBot Configuration

Learn how to Add/Modify the SMS templates

SMS Templates

Configuration & Settings for ATO SmartDocs

ATO SmartDocs Configuration

iTools Overview

Learn how to send an SMS from ATO SmartDocs

iTools SMS

Zero Trust Identity Check SMS

Learn how to view emails sent and send emails

iTools - Email

iTools Configuration

Privacy Policy

Customer Success Portal

Useful links:

Find answers and get help from Intercom Support and Community Experts

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