About This Webinar
Tax season is already demanding. ATO correspondence should not be making it worse.

Every notice, every activity statement, every correspondence item that lands in your inbox takes time to process, route, and act on.

Multiply that across hundreds of clients and the cost is significant — in hours, in errors, and in the capacity your team no longer has.

ATO SmartDocs removes that burden entirely. In this webinar, we will show you exactly how.

What you'll learn:

  • The current landscape: Why the administrative burden on Australian accounting firms is increasing and what firms doing this well have in common

  • The solution: How ATO SmartDocs automatically processes and routes 600+ document types — running continuously in the background, without your team touching it

  • Live product demonstration: See SmartBot, Report Writer, and Workflow Routing in action with real-world scenarios

  • Getting set up for success: A practical walkthrough of the onboarding and configuration process so you know what to expect from day one

  • Q&A: Your questions answered live by the ATO SmartDocs team


This webinar is designed for:

  • Practice managers and principals at small to mid-size accounting firms

  • Partners and senior accountants responsible for tax compliance workflows

  • Operations and admin leads managing ATO correspondence across a team

  • Anyone looking to reduce manual admin and scale their practice without adding headcount

Presenters
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    Michael Wright
    Product Manager
    With a successful career spanning more than two decades in the IT sector, Michael Wright brings a wealth of knowledge gained from roles such as Principal Business Analyst, Software Leader, and Product Manager. He is now at the forefront of Compliance and Australian Tax for The Access Group, driven by the passion to empower businesses and communities through smart technology.
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    Catherine Brown
    Customer Success Manager
    Catherine co‑founded ATO SmartDocs 10+ years ago. She leads the customer success team, working closely with clients to help them get the most value from their document automation. Known for clear communication and thoughtful problem solving, she brings a calm, customer‑first approach to every engagement. Catherine collaborates with teams across the business to ensure a smooth customer experience and is passionate about helping people adopt technology with confidence while improving productivity and user satisfaction.
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    Nicholas Mole
    Sales Executive
    Nicholas is an enthusiastic Sales Representative at ATO SmartDocs, with a focus on delivering intelligent document-processing solutions tailored to the needs of modern accounting firms. With a keen understanding of digital transformation and a passion for client success, Nicholas helps organizations streamline their workflows and enhance compliance through SmartDocs' innovative platforms. Known for his approachable style and results-driven mindset, he builds lasting relationships and thrives when speaking directly to clients.