Fast. Simple. Secure.

Automate your firm's
ATO document processing

Reduce manual work by 90%

Automate every step from capture to archive without losing control.

ATO correspondence (notices of assessment, PAYG instalment notices, BAS statements, Div 293 notices and other ATO correspondence) flows into ATOmate and comes out client-ready: client-ready communication, TFNs redacted, ready for review and approval, filed in your DMS, and nothing gets missed.

Built for accounting firms

100% Australian‑owned

Designed for every practice size

500+ hours recovered annually

ATO registered software

See how ATOmate cuts processing time by 90%

ISO 27001 Certified

Trusted by 2,000+ firms

100% of ATO documents

ATOmate works with the tools your team already uses

Still processing ATO documents manually?

Reduce manual work and errors. Keep clients ahead of tax obligations with timely, consistent communication.

Without ATOmate

Time-consuming, error-prone manual processing

Missed PAYG instalment notices and other ATO correspondence

Manual TFN redaction and PRN protection

Manual filing with no audit trail

Admin team stretched thin

Delayed documents. Frustrated clients.

With ATOmate

Automatic ATO document processing from capture to filing

All ATO documents captured automatically overnight

Automatic TFN redaction and PRN protection

Automatic filing with a complete audit trail

More capacity to improve client relationships

Timely delivery, better client experience

How ATOmate works

Every ATO document is captured overnight and matched to the right client using their ABN or TFN.

Overnight processing. Next-day approval.

ATO documents can take days to reach your practice and your clients. ATOmate captures and processes them overnight, ready for review the next day.

Every ATO document, captured

myGov

Agent Digital

ATO Online

Paper

Review what matters. Automate the rest.

Three workflow choices: automate, review and approve

Full control over your workflow

Choose what's automated, what's reviewed, and what needs approval.

A document flagged as an exception, escalated in one click to an approver in finance

Escalate when needed

Route documents to the right person for review or approval.

Statement of account, Approved. Notice of assessment, Review. BAS lodgement, Approved.

Set automatic approval rules

Documents that meet your rules are approved. Flagged items are sent for review.

Automatically matched, filed and tracked

Two clients with the same name, one rejected and the correct match selected

Every document matched to the right client

Automatically matched using TFNs and ABNs, so three "John Smiths" never get mixed up.

Statement of account, Notice of assessment, PAYG instalment, Your DMS

Filed directly in your DMS

Documents & communications automatically filed to your existing document management system

08:02 AM Document received. 08:02 AM TFN redacted. 09:41 AM Flagged for review. 10:15 AM Approved & sent. 10:16 AM Filed to archive.

Full audit trail for every document

Know when every document was received, reviewed, communicated and filed.

Give clients more time to act

Stop missed PAYG instalment notices

Automatically capture and send every PAYG instalment notice. Give your clients more time to review and prepare for upcoming payments.

Penalties

Help clients stay ahead of DPNs

Deliver important ATO correspondence on time, communicate proactively, and prevent unexpected penalties.

Better informed clients, better experience

Keep clients informed and prepared

Stay proactive with timely correspondence. Keep clients informed about what's happening and what's coming next.

"Since partnering with ATOmate, we have reduced ATO mail processing time significantly and increased proactive communications with our client base. ATOmate gives us peace of mind that our clients' data is protected with its ability to redact TFN sensitive information."

Liz

Firm Owner

Every client interaction, elevated

Turn routine ATO correspondence into a trust-building experience with timely, consistent communication.

"ATOmate allows our admin staff to spend less time processing ATO documents and more time contacting and communicating directly with clients."

Steve

Firm Owner

Replace generic ATO messaging with clear guidance

Swap generic ATO messaging with automated, client-ready communication in your firm's voice.

Ready-made email templates for all ATO correspondence

Clear next steps to enhance client experience

Automated client communication, based on your rules

Hi Sarah, Your PAYG instalment notice is ready. Here's what it means and what to do next. PAYG-instalment-notice.pdf, PIN-protected

Communicate the way your clients prefer

Email

Post

Portal

App

PIN-protected email

Built-in security your team never has to think about

ATO-registered software product

Secure ATO integration

ISO 27001 certified

Encrypted email communications

Redact TFNs automatically

TFNs automatically redacted on capture to protect client data and reduce compliance risk.

You have an overdue tax debt. View details. 4 8 2 1, PIN via SMS

Protect PRN data

Documents with TFN-based PRNs are automatically PIN-protected. Clients receive the PIN via SMS for secure access.

Why 2,000+ practices choose ATOmate

"ATOmate surpassed our expectations, making everything so much easier and saving time."
Jenny
Practice Manager
"Since partnering with ATOmate we have reduced ATO mail processing time significantly and increased proactive communications with our client base. ATOmate gives us peace of mind that our clients data is protected with its ability to redact TFN sensitive information."
Liz
Firm Owner
"ATOmate has freed up 80–90% of our time. We're super impressed with it."
Admin
"We've changed our entire app stack in the last 12 months, and ATOmate has been our favourite by far. It's provided the best return on investment, and has been by far the simplest and easiest to implement."
Practice Manager
"We used to spend 2.5 hours just downloading ATO documents from the portal, that's nearly a day's worth of a week, per person, times three."
Admin

Ready to make proactive accounting the standard?

Book Discovery Meeting