The #1 Document Management Integration for ATOMate
Turn Every ATO Notice Into a Complete, Audit-Ready Client File.

Yes. ATOmate automates your ATO correspondence — sorting, checking and distributing it. Workiro is where those documents come to rest: filed against the right client as one complete file. ATOmate handles the ATO paperwork; Workiro holds the record and surrounding work.

They sync into Workiro, filed against the correct client — Notices of Assessment, instalment notices, statements of account, BAS — so the whole team can find them, not just whoever ran the batch. No re-filing, no second system to keep in step.

No. ATOmate stays your engine for reading ATO documents, checking them against your practice data and flagging anything that doesn't match before it goes out. Workiro is the layer underneath — the permanent client file where every ATO document, email and approval lives together. ATOmate handles the ATO; Workiro proves it happened.

Yes — no rebuilding the file under pressure. Every ATO notice sits against the client, timestamped and searchable, right next to the working papers, correspondence and client sign-offs. Whether it's an ATO review or a CA ANZ / CPA Australia quality review, the file holds up.

Yes. Workiro is ISO/IEC 27001 certified and SOC 2 Type 2, with all client data encrypted — see the Trust Centre. Built by the team behind Virtual Cabinet, software used by 65,000+ professionals of every size, from sole practitioners to national firms.