ATO Integration
Connect directly to the ATO portal and centralize client onboarding, compliance tracking, and due dates in one platform. Save hours every week on ATO admin tasks.
Client Onboarding Automation
New Client → ATO → Quote → Payment
ATO Integration
Connect directly to the ATO portal and centralize client onboarding, compliance tracking, and due dates in one platform. Save hours every week on ATO admin tasks.
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ATO Integration Preview
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
Get automated reminders for upcoming deadlines, missed lodgements, and compliance changes.
Compliance Monitoring
Real-time compliance status tracking with alerts for penalty notices and outstanding obligations.
Activity Statement Import
Auto-import BAS, IAS, and ITR data directly from the ATO for automatic reconciliation.
1-Click Onboarding
Onboard new clients in minutes with automatic ATO data population and authorization workflows.
How it works
Connect to ATO Access Manager
Link your practice's ATO credentials securely. One-time setup with bank-level encryption.
Obtain Client Authorization
Send authorization requests to clients. They approve via ATO portal in under 2 minutes.
Automatic Data Sync
Client information, lodgement history, and due dates sync automatically. No manual entry required.
Manage from One Dashboard
View all client compliance, due dates, and ATO tasks in a single unified dashboard.
Outcomes you'll see
Reduction in ATO admin time
Missed lodgement deadlines
To onboard new clients (not hours)
Ready to experience ATO Integration?
Join the beta program and start saving time today
Request Beta Access