The #1 Document Management Integration for ATO SmartDocs
For Australian Accountants

ATO SmartDocs creates your tax documents. Workiro files every one against the right client, type and year - so when the ATO triggers a review, it's all already there. With local Australian integration support.

Documents sent straight from ATO SmartDocs: Instantly capture against the right client in seconds - no download-and-save.

Classified by client, type and financial year: Automatically tagged and filed, not manually named.

Docs, emails and approvals stored in context: One searchable client file, not scattered across drives and inboxes.

Ready for any ATO or ASIC review: Every version and approval time-stamped against the right client.

“Workiro has completely changed how confidently we work with clients – especially those less tech savvy.”

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ATO SmartDocs Without Workiro

Documents scattered across systems

• Documents created, then downloaded and filed by hand

• Filing depends on who did it and how they named the file

• Evidence scattered across drives, inboxes and local folders

• An ATO or ASIC review means rebuilding the client file under pressure

ATO SmartDocs After Workiro

Documents, their history and the work around them tied to the client

• Every document sent straight to Workiro in one step

• Auto-classified by client, document type and financial year

• One searchable, audit-ready client file

• Review-ready from day one - nothing to reassemble

See the difference

Sent straight from ATO SmartDocs: Filed against the correct client the moment it's created - no download, no re-saving.

Classified by type and financial year: Activity statements, returns and schedules land where they belong, automatically.

Nothing left on a local drive: One client file, not documents scattered across desktops and folders.

Approvals and sign-offs logged against the client: Timestamped and searchable.

Full version history, kept automatically: Always know which document is final, and who changed what.

No rebuilding the file under pressure: When the ATO or ASIC asks, the evidence is already there.

Every document traceable in seconds: Filed by client, type and year - found fast, not hunted for.

A complete client file, firm-wide: No reliance on who saved what, where.

Audit-ready from day one: Built as you work, not assembled in peak BAS week.

ATO Smart Docs integration demo

Documents filed against the correct client: No manual saving. Nothing lost on a local drive.

Approvals and sign-offs recorded in context: Timestamped and traceable - not buried in an email thread.

A complete evidence pack, ready without rebuilding: Filed by client, type and year - retrieved in seconds.

“Having one source of truth for collaboration between teams and clients enables us to deliver exceptional service.”

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ATO SmartDocs and Workiro Frequently Asked Questions:

Does Workiro work with ATO SmartDocs?

Yes. ATO SmartDocs automates the tax-office side — retrieving, checking and delivering your ATO correspondence. Workiro is where those documents come to rest: filed against the right client as part of one complete client file. The two sit side by side — ATO SmartDocs handles the ATO, Workiro holds the record.

What happens to my ATO documents once SmartDocs has processed them?

They land in Workiro, filed against the correct client — Notices of Assessment, BAS, statements of account, instalment notices — so the whole team can find them, not just whoever ran the batch. No dragging files across from another system, no second filing to keep in step.

Does this replace ATO SmartDocs?

No. ATO SmartDocs stays your engine for pulling documents off the ATO servers, checking them and getting them to clients. Workiro is the layer underneath — the permanent client file where every ATO document, email and approval lives together. ATO SmartDocs handles the ATO; Workiro proves it happened.

When the ATO opens a review, can we find everything?

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.

Is it secure?

Yes, on both sides. ATO SmartDocs delivers ATO documents with 2FA and encryption; Workiro is ISO/IEC 27001 certified and SOC 2 Type 2, with all client data encrypted (Trust Centre). Built by the team behind Virtual Cabinet — software used by 65,000+ professionals of every size.

The #1 Document Management Integration for ATO SmartDocs
For Australian Accountants

Turns Every ATO SmartDocs Document Into an Audit-Ready File - From Day One

ATO SmartDocs Without Workiro

ATO SmartDocs After Workiro

Every Tax Document Captured in the Client File

Turn Tax Documents into Traceable, Evidenced Work

Be Ready for Any ATO or ASIC Review

When Evidence Is Requested - The File Is Already Complete

Secure Client Collaboration Without Risk

ATO SmartDocs and Workiro Frequently Asked Questions:

Keep Every Client File Defensible — Without Slowing Down.

The #1 Document Management Integration for ATO SmartDocsFor Australian Accountants

Turns Every ATO SmartDocs Document Into an Audit-Ready File - From Day One

ATO SmartDocs Without Workiro

ATO SmartDocs After Workiro

Every Tax Document Captured in the Client File

Turn Tax Documents into Traceable, Evidenced Work

Be Ready for Any ATO or ASIC Review

When Evidence Is Requested - The File Is Already Complete

Secure Client Collaboration Without Risk

ATO SmartDocs and Workiro Frequently Asked Questions:

Keep Every Client File Defensible — Without Slowing Down.

The #1 Document Management Integration for ATO SmartDocs
For Australian Accountants