Access Tax

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

Privacy Policy

Customer Success Portal

Useful links:

Find answers and get help from Intercom Support and Community Experts

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