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Learn how to navigate the ATO SmartDocs Help Centre

Navigate the Help Centre

Learn how to configure key areas of iPracticeHub

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

Daily PINs for email clients

Learn how to get the most out of the ATO SmartDocs Digital Assistant

The ATO SmartDocs Digital Assistant

Complete the initial setup

How to get help with invoice and billing enquiries

Invoice and billing enquiries

Set up task types

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/Profile Email Template.

Add or Modify a Document Type Email Template

Use this process to add or edit a Document Type/Profile 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 - Assessment Type Templates

Learn how to configure the system to pick up different template wording where a client is to have a fee deducted from their refund.

Fee from Refund/Deduct Fee

Learn how Document Identifiers work and their importance in recognising documents processed in ATO SmartDocs

Configuration – Document Identifier

Use this process to set up or modify a Document Profile so ATO SmartDocs knows how to file documents, whether to send them automatically, whether approval is required, and how…

Configuration – Document Profile

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

Configuration – Email

Email Templates

Configuration - Integration SmartDocs

Configuration - Letter Templates

Configuration – Method Wording

Configuration – Report (Document Processing and Staff Activity Report)

Configuration – SMS

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

Learn about configuration options for ATO SmartDocs

Configuration - General - SmartDocs

Learn how to maintain Mailing Addresses used by the practice

Configuration - Mailing Addresses

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

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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