ATOmate & SuiteFiles have announced their integration, which allows you to combine both systems to automate the management of all ATO correspondence. ATOmate will sort all correspondence that arrives from mail and the ATO tax agent portal, check if it matches against an estimate, and then either automatically send it to the client, or flag it for review, depending on rules you set. When combined with SuiteFiles, it will also automatically file the correspondence and ATO documents into SuiteFiles - a cloud document management system, making the data accessible from anywhere and also available within Xero Practice Manager, giving you a single view of your clients details, communications and their relevant documents.
Stan Corner, CEO of Business Automation Works who created ATOmate, believes that this streamlined workflow is ‘the way of the future’ for Accounting practices who are already using both systems. ‘This workflow has saved them many hours of manual matching and filing, we’re delighted to be able to push everything straight into SuiteFiles and also give accountants the power to send correspondence onto their clients via email, mail or a secure portal’.
This sentiment is shared by the SuiteFiles CEO Andrew Sims ‘ATO integration is one of the most requested integrations we have, and firms using both SuiteFiles & ATOmate are able to really capitalise on the automation in these systems. The integration has been quickly gaining in popularity, with hundreds of users already on board.
ATOmate takes the processing, checking and communication of ATO documents, including Notice of Assessments and more, to a new, highly automated level. It removes the time-consuming task of processing ATO documents by automatically comparing ATO documents to the estimation in your practice management system, before validating them, filing them, and sending them onto the client. If there is a discrepancy, the solution sends the notice of assessment straight to you, or a member of your team to investigate and action. More information is available here.
SuiteFiles is a cloud-based document management system that allows you to easily manage, edit, share, and sign all your business and client documents. Built with a tight integration into Microsoft, SuiteFiles allows you to access your documents from anywhere, automatically file away emails and client communications, send documents securely to clients, collaborate with your teammates in real time and send documents out for signing - all within the same system. Through integrations with Xero and Xero Practice Manager, it creates a single source of truth for your client data, documents, and communications. You can find out more here.