ATO Document Automation Software
Corp Docs helps accounting firms receive, review, securely send, save and track ATO documents with client templates, SMS password delivery, audit trails and CRM & document management integrations.
The Problem
ATO documents create more admin then they should
Many firms still manage ATO correspondence manually:
Logging into portals to download documents.
Documents emailed with no standard wording.
Manually saving attachments to client files.
Clients panicking or not understanding notices.
Workflow interrupted to explain routine correspondence.
Important notices being missed or delayed.
Accidentally sending TFN's via email.
Time lost to redacting TFN's and adding passwords to documents.
Corp Docs replaces this messy process with a clear, structured workflow.
Our Solution
Our Solution
Built for Accounting Firms
Designed around real practice workflows
CorpDocs onboarding follows a structured process designed for accounting practice workflows:
Auto-Pulls ATO Docs
Corp Docs pulls your ATO documents on the schedule you choose, so there is no need to manually download and upload anything.
Review & Approvals
Your team can review documents before they are sent and choose what should be sent and what should not be sent.
No Editing Needed
Because Corp Docs sends documents by secure link with SMS passwords, there is no need to redact documents or create manual passwords.
Templates
Corp Docs includes draft templates that explain different document types in clear language, helping clients understand what they have received.
Integration
Corp Docs integrates with XPM, helping keep client contact details up to date and reducing the need to hunt down emails and phone numbers.
Document Saving
Save ATO documents into your document management system with just a few clicks.
Audit Trail
Keep a clear record of staff actions, document trails and key workflow steps for visibility and compliance.
SMS Password Setup
Set up SMS password delivery using a shared number or your firm’s own Sender ID.
Email Setup
Send links from your firm email address. We help set up DNS records to reduce the risk of emails being marked as spam.
User Access & Permissions
Set up users, roles and permissions so the right team members can access, review and send documents.
Frequently Asked Questions
What does Corp Docs do?
Corp Docs helps accounting firms manage ATO documents through one clear workflow. It helps your firm receive, review, securely send, save and track ATO correspondence without relying on manual downloading, emailing and filing.
Do we still need to manually download ATO documents?
Corp Docs pulls ATO documents on the schedule your firm chooses, reducing the need for staff to manually log in, download documents and upload them into another system.
Are ATO documents emailed as attachments?
No. Corp Docs is designed to send ATO documents by secure link instead of sending sensitive documents as open email attachments. The client receives the secure link by email and the password separately by SMS.
How does the client access their document?
The client clicks the secure link in the email and enters the password sent separately by SMS. This keeps the process simple for clients while helping protect sensitive taxpayer information.
Can our team review documents before they are sent?
Yes. Your team can review documents before sending and choose what should be sent to the client and what should not be sent.
Does Corp Docs reduce the need to redact TFNs?
Yes. Because documents are delivered by secure link with SMS password protection, your firm can reduce time spent redacting documents for email or creating weak manual passwords such as dates of birth.
Can we use our own firm branding and wording?
Yes. Corp Docs can use your firm’s branding, email wording and document templates so client communication looks familiar, professional and consistent.
Does Corp Docs integrate with our practice systems?
Corp Docs can integrate with practice systems such as Xero Practice Manager and document management workflows, helping reduce double handling and keeping client contact details easier to manage.
What records are kept?
Corp Docs provides audit trail visibility so your team can see key workflow steps, including what has been received, reviewed, sent, saved and tracked.
Is Corp Docs easy for clients to use?
Yes. Clients simply click the secure link, enter the SMS password and open their document. The process is designed to be clear and easy to follow, even for clients who are not confident with technology.