Reduce your ATO document processing time by 90%.
ATO document processing
ATOmate integrates with Xero Practice Manager (XPM) and Xero Tax
Automate the processing of ATO documents and take back time to focus on your client relationships.
We created ATOmate for accountants who want to communicate important ATO information to their clients efficiently and effectively.
What challenges are you and your practice facing with ATO documents?
- Are you confused about the way the ATO delivers the ATO Documents?
- Are you missing ATO documents like PAYG instalment notices?
- Are you spending too much time on manual processes and need more time?
- Are you short-staffed and can’t get it all done? Do you need to automate some processes?
- Do you want to be more proactive, so clients hear from you first before they get a bill?
- Do your clients keep calling and you can never find their ATO documents quickly, if you even have them?
- There are so many apps, do you need the must have ones that will save you time?
- Are you concerned about TFN compliance?
Innovative
ATOmate: Fast. Simple. Secure
ATO document processing
No more confusion or missing PAYG instalment notices. ATOmate integrates directly with the ATO to automate the capturing, processing, checking and distribution of ATO documents. Auto-processing ATO correspondence overnight, ready for your approval the next day.
Reduce manual processing
Reduce the time taken to process ATO documents by up to 90%.
Improve client engagement
Clients will hear from you first, receiving ATO correspondence without delay. With personalised customisable email templates.
Keep up with compliance
Meet data security and TFN privacy requirements with automatically redacted TFNs, comprehensive audit trails, and intuitive workflow management.
Never miss an instalment notice
Direct integration to the ATO to access, download, and process all ATO correspondence. Never miss another instalment notice again. The process is fast, simple and secure.
Robust PMS & DMS integrations
ATOmate automatically saves ATO documents to your document management system (DMS). Integrating with Xero Practice Manager (XPM) and your DMS including, SuiteFiles, FYI Docs, HowNow, Virtual Cabinet, SharePoint, windows folders and many more.
Customisable
From communication options, workflow processing, document naming, and automated merge fields, we customise your ATOmate solution to suit how your practice wants to process ATO documents, and we’ll make recommendations on best practice.
Fully supported
ATOmate clients have access to our comprehensive online help desk, or email and phone support with 24 hour response times.
Digital work flows
ATOmate digital dashboard and workflow allow you to process, share and communicate, within your practice and with clients, from anywhere.
Security is important
ATOmate is an ATO approved digital service provider, with ISO27001 security certification and email encryption. We redact TFNs to protect your client’s information and keeping you TFN compliant.
What Xero practices say about ATOmate
With ATOmate I feel like I’m more on top of everything with the ATO now, we’re actually ahead of our clients.
ATOmate has freed up 80-90% of our time, we are super impressed with it.
ATOmate has streamlined our entire mail process for not just our admin team, but our whole team.