Everything you need to process ATO correspondence.
From direct ATO integration to AI-powered email drafting and secure document storage.
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Direct ATO SBR2 connection for your practice.
ATOque connects directly to the ATO via SBR2 — the same secure channel used by major practice management systems. In production, practices fetch correspondence on demand, with scheduled automatic background fetching rolling out as part of our upcoming SBR2 release.
No portal logins, no manual ZIP downloads, and no clunky export-import steps.
Every ATO letter classified with instant urgency triage.
Instead of limiting coverage to a handful of notices, ATOque classifies all 392 ATO document types into 11 functional categories— from Notices of Assessment and Activity Statements to Debt & Collection, Superannuation, and Audit notices.
Each document is triaged with an urgency level (Urgent, Action Required, or Info), so agents see what the letter is and how hot it is before they even open it. Gemini extracts amounts, due dates, and BPAY details, surfacing confidence indicators for agent review.
Built for speed: PDF beside draft, filters, and bulk actions.
The ATOque review workspace is engineered so an agent can clear daily correspondence without context-switching between PDF readers, mail clients, and practice management windows.
Split PDF + Draft
Redacted PDF sits beside the email draft for instant side-by-side verification.
Status Counts
Real-time counts for Pending, Sent, and Archived give instant queue visibility.
Queue Filters
Filter instantly by category, urgency level, client name, or date range.
Bulk Archive
Action routine informational letters in bulk with explicit agent confirmation.
CSV Export
Export filtered correspondence histories anytime for tracking and reporting.
TFNs redacted at the binary level before storage.
Tax File Numbers are detected and permanently redacted at the PDF binary level — before storage, before AI processing, and before any transmission. The original unredacted PDF is never stored.
Strict fail-closed safeguard: If any unredacted TFN persists past the redaction pipeline, processing halts immediately. Zero unredacted TFNs are ever stored, indexed, or emailed — ensuring absolute compliance with the Privacy (Tax File Number) Rule 2015.
Automatic client matching: ABN, TFN, then name.
ATOque automatically links each incoming ATO letter to the correct practice client using a strict 3-step cascade: ABN exact match first, then TFN last-3 digits, followed by fuzzy legal entity and trading name matching.
We never assume a match when confidence is uncertain. Unmatched correspondence is held in the review queue with an Unassignedbadge, giving agents a 1-click client assignment picker so no client ever receives someone else's correspondence.
Presets for XPM, MYOB, Karbon, BGL, and HandiSoft.
Bring your practice client list across in seconds without retyping. Upload a CSV export from your existing practice management software, select a built-in mapping preset — XPM, MYOB, Karbon, BGL, or HandiSoft — and column headers match automatically.
Preview-before-save reconciliation diff: Before anything touches your database, the 4-step wizard calculates an exact reconciliation diff showing create, update, reactivate, and unchanged counts. Raw TFNs are never stored — only the last 3 digits are extracted for matching, with values masked during sample preview.
Client email from your own mailbox. You review and send.
Emails go out directly from your practice’s own Gmail, Microsoft 365, or SMTP mailbox — never from a generic no-reply address. Clients receive notifications from the trusted domain and sender they recognise.
Each draft automatically incorporates the exact details from the ATO letter: amount due or refund, BPAY biller code and reference number, and statutory due dates. Your agent reviews the draft beside the PDF, makes any adjustments, and clicks send. Nothing goes out automatically.
Direct to Google Drive and Microsoft OneDrive / SharePoint.
Once correspondence is actioned or sent, ATOque automatically files the TFN-redacted PDF into your practice’s Google Drive or Microsoft OneDrive/SharePoint. No separate download-and-drag step required.
Organise files using customisable folder templates (such as By client and year or By client, year and document type). Existing client folders are automatically matched and reused so your team’s existing filing structure stays clean and predictable.
A complete, immutable record for ATO OSF compliance.
Every document received, every email sent, every agent action — logged, timestamped, and attributed. Append-only: no editing, no deleting. Exportable to CSV. Satisfies ATO OSF audit log requirements.
The right access for every team member.
Admin, Agent, and Viewer roles. Admins manage the team and settings. Agents process documents and send emails. Viewers can see the queue but can't send. MFA enforced on every account.
| Role | Access |
|---|---|
| Admin | Full access including team management, billing, and system settings. |
| Agent | Can view, assign, resolve documents, and send client emails. |
| Viewer | Read-only access to document queues and audit logs. |
Everything else your practice needs to run smoothly.
Thoughtful tools designed specifically for Australian accounting practices.
Multiple Contacts & CC
Store multiple contacts per client (directors, spouses, bookkeepers). Chip autocomplete lets you CC additional recipients with one click.
Custom Email Signatures
Configure practice-wide email branding or let each agent maintain their personal signature, automatically formatted into drafts.
In-App Audit Log Viewer
Search and filter every correspondence event, approval, status change, and email delivery directly in practice Settings.
Guided Admin Onboarding
Step-by-step embedded setup guides you through ATO CAA pairing, mailbox connection, cloud filing, and client imports in minutes.