Process your ATO correspondence more efficiently

In the last few years, we’ve had to acclimate to changes in the workplace which have accelerated our use of technology to make life easier, more effective and save time. One thing that hasn’t stopped over this time is the ATO correspondence. While the ATO moved towards digital communication platforms, they still deliver some ATO documents by paper.   How you process this ATO correspondence can impact your efficiencies, there are ways to make this process more effective and save precious time.    

When you receive ATO documents 

You and your clients can receive important ATO correspondence multiple ways. 

• posted to your physical office address or post office box, 
• transferred directly to your client’s myGov inbox or email;
• or delivered electronically to your practice’s inbox. 

Keeping across important customer dispatches from the ATO is hard and numerous documents are time-sensitive or need action immediately.

Here are some ways to help you process ATO correspondence more efficiently.   

Have processes in place 

It’s important you have a clear, well-documented process in place, that shows how your practice handles different types of ATO correspondence and who's involved.  The processes and instructions should be regularly reviewed and updated.

Automate tedious and repetitive tasks

Processing ATO correspondence is a tedious and repetitive task. Combine the need to crosscheck data between systems, manually create correspondence, and have multiple people involved in your review process, this all makes ATO document processing perfect for automation.

A platform like ATOmate integrates directly with the ATO to help you seamlessly manage all the ATO’s correspondence distribution channels, automating your ATO document processing from launch to finish.  Automatically connected to the ATO to download all customer correspondence into one place, cross-checks the data against estimates in your practice management system, flags anything for review, generates customer communications, and archives complete records into your document management system.  

Offer communication options that make life easy for your clients

We know there's no one- size- fits- all approach when it comes to how your clients like to communicate with you.   It’s important your clients feel like you’re making things easier for them by communicating through channels they feel comfortable with.   Using an automation platform like ATOmate to streamline your ATO document handling processes allows you to customise correspondence and delivery options to suit individual  customer needs. Automating your processes shouldn’t mean you have to compromise on customisation, which is why ATOmate lets you choose from multiple correspondence channels including dispatch, letter generation, or transferring documents to the client via your client portal.   

Streamline your ATO document processing 
 

ATO correspondence is time sensitive, so it’s critical you’re able to cover, review, make changes as demanded, and communicate those important ATO updates and notices to your clients efficiently and effectively. 

Standardising and documenting your process, and automating as many repetitious elements as possible, while not losing sight of your customer’s communication preferences will go a long way to helping you maintain confidence in your ATO document management processes and maintaining positive client connections.   With direct integration to the ATO, leading practice and document management platforms, and customisable automation workflows, a platform like ATOmate can help you keep on top of the constant stream of ATO communication.   To see how ATOmate can help make your ATO correspondence processing more efficient book a discovery meeting with our team.

By Stan Corner, CEO, ATOmate Powered by Business Automation Works