Access Tax

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

Privacy Policy

Customer Success Portal

Useful links:

Find answers and get help from Intercom Support and Community Experts

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