Access Tax

Adhoc processing

ATO documents delivered by paper only

ATO SmartDocs Legend

ATO SmartDocs overview

Learn how to scan and split documents in ATO SmartDocs for processing with or without OCR

Bulk Scan Import

Learn how to get your documents ready for processing

Document preparation

Learn how to process documents imported from the ATO or uploaded manually in the SmartDocs processing area

Document processing

Notifying clients of their documents via email

Email notification

Group Documents

Letter notification

Merge documents

Learn about the different delivery methods and how to notify clients of their ATO correspondence

Notifying clients

Learn how to automate steps for importing, processing and filing documents in ATO SmartDocs

SmartBot

Learn how to import documents to ATO SmartDocs from the ATO API

Use the ATO API connection to import documents to SmartDocs

Learn how to bulk send emails within ATO SmartDocs

Bulk Email Notification

Learn how to send an individual email to a client

Sending an individual email within the ATO SmartDocs processing list

Learn about processing Notice of Assessment documents for multiple years

Multiple Tax Years

Steps and instructions for processing documents.

Learn how to refresh your client data in ATO SmartDocs via a direct connection to your APS Software.

Data Refresh APS (Contacts+)

Data Refresh APS (SQL)

Data Refresh CCH iFirm

Data Refresh MYOB Practice Manager (formerly GreatSoft)

Data Refresh Handisoft Classic

How to refresh client data from Handisoft SQL

Data Refresh Handisoft SQL

Follow these steps to refresh your LODGEiT data.

Data Refresh LODGEiT

How to refresh your client and tax data from MYOB AE or AO

Data Refresh MYOB AE and AO

Follow these steps to refresh your Xero data.

Data Refresh Xero

Data Sync or Refresh

Hub Data Management is where you upload and manage your client data.

Hub Data Management

Learn how to refresh your Kloud Connect data in ATO SmartDocs

Data Refresh Kloud Connect

How to refresh your client data in ATO SmartDocs

Data Refresh

Export processed documents to your Document Management System

Download to Directory Structure

How to download documents from ATO SmartDocs and upload to your Document Management System

Downloading documents to upload to your Document Management System (Archive.zip)

Export to Directory Structure

Export to FYI

Learn how to export documents to HowNow or HowNowX

Export to HowNow or HowNowX

Export to Nimbus

Export to SharePoint

Export to SuiteFiles

Download & Import to MYOB DM

Set up the Handisoft Document Manager Sync

Export documents directly to your Document Management System (via API)

Export documents to upload to your Document Management System

Learn how to export documents from ATO SmartDocs to Kloud Connect

Export to Kloud Connect

Export and download documents

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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.

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

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

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

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