ATO Integration
Connect directly to the ATO portal and centralise client onboarding, compliance tracking, and due dates in one platform. Less time spent on ATO admin, more on the work only you can do.
ATO Integration
Connect directly to the ATO portal and centralise client onboarding, compliance tracking, and due dates in one platform. Less time spent on ATO admin, more on the work only you can do.
What ATO Integration does
Client Data Retrieval
Automatically fetch TFN, ABN, entity details, GST status, and contact information from the ATO.
Due Date Tracking
Auto-sync all lodgement due dates, obligations, and compliance requirements for your entire client base.
Proactive Alerts
Reminders for upcoming deadlines, missed lodgements, and compliance changes are surfaced to you so nothing sits unseen.
Compliance Monitoring
Compliance status tracking that surfaces penalty notices and outstanding obligations for your attention. You decide how to respond.
Activity Statement Import
Imports lodged BAS, IAS and ITR data from the ATO and matches it against your ledger. Differences are surfaced for your review - you decide the treatment.
1-Click Onboarding
Onboard new clients in minutes with ATO data pre-populated and authorisation workflows prepared for you to send.
How it works
Connect to ATO Access Manager
Link your practice's ATO credentials securely. One-time setup; credentials are encrypted at rest (AES-256) and in transit (TLS 1.3).
Obtain Client Authorisation
Send authorisation requests to clients. They approve via the ATO portal.
Data Sync
Client information, lodgement history, and due dates sync from the ATO, so you are not re-keying them by hand.
Manage from One Dashboard
View all client compliance, due dates, and ATO tasks in a single unified dashboard.
Outcomes you'll see
ATO admin gathered in one place, not portal by portal
Upcoming deadlines surfaced for your attention
To onboard new clients (not hours)