Ready to take ATO Document chaos off your to-do list?
Save Hours Every Week
Cut out manual downloading, sorting, and sending. Corp Docs handles the admin so your team doesn’t have to.
Reduce Errors & Missed Notices
Every ATO document is captured, categorised, and tracked — no more lost letters or forgotten follow-ups.
Consistent Firm-Branded Output
Send clean, professional communications every time with automated templates and workflows.
Simple Setup, Minimal IT
Cloud-based, browser-ready, and built to work with the systems your practice already uses.
Built for Australian Firms
Designed around real-world practice workflows, not generic software adapted for accountants.
Secure, Reliable & Audit-Ready
Role-based access, encrypted delivery, and full tracking for peace of mind.
Our Proven Workflow Approach
How Corp Docs Works
Managing ATO correspondence shouldn’t be a daily headache. Corp Docs takes the manual work out of downloading, sorting, reviewing and delivering ATO documents, so your team can stay focused on clients and deadlines.
With automated collection, simple approvals and secure delivery, every document moves through a clear, reliable process — no more missed notices, double-handling or chasing paperwork.
Set your schedule
Set up an automatic download schedule that suits the practice (e.g. daily, weekly or custom). No more manually checking for new ATO documents.
Corp Docs collects ATO documents
On that schedule, Corp Docs automatically connects, checks for new ATO correspondence and securely downloads any new documents into your firm’s dashboard.
You’re notified by email
When new documents are downloaded, the responsible person (or team inbox) receives an email notification that there are items ready to review.
Approve and send to the client
With a single click, approve the documents to be sent. Corp Docs prepares the client email with your firm’s branding and wording.
Client receives email + SMS password
The client receives an email with a secure link to their document and a separate SMS to their phone with a one-time password, keeping delivery simple and secure.
Frequently Asked Questions
What does Corp Docs actually do?
Corp Docs automates the collection, processing and delivery of ATO correspondence. It downloads documents on a schedule you choose, alerts your team, and provides a simple approval workflow before securely sending the documents to clients.
Do we still need to manually check the ATO portal or myGov inbox
No. Once your schedule is set, Corp Docs automatically checks for new ATO documents and downloads them into your dashboard. Your team only needs to log in when there’s something to review.
How does the client get their ATO documents?
Clients receive a secure email containing a link to their document, and a separate SMS to their phone with a one-time password. This keeps delivery simple, private and compliant.
Can multiple team members review and approve ATO documents?
Yes. Corp Docs supports multiple users, role-based permissions and shared workflows. You can assign who reviews, who approves and who receives notifications.
Can we customise our templates and wording before sending to clients?
Yes. You can use your firm’s branding, wording, disclaimers and templates. Corp Docs automatically applies these to outgoing documents.
Is Corp Docs secure?
Yes. Documents are encrypted during transfer and storage, access is role-based, and clients receive documents via secure link with SMS password authentication. Corp Docs is built for firms handling sensitive ATO data.
What does the client see?
Clients receive a branded email with your firm’s name, a secure link to their document, and a separate SMS with their password. It looks professional, simple and secure.