ATO SmartDocs Pathway

Follow our path to success and become a master of ATO SmartDocs (powered by iPracticeApps)

1. Fundamentals

Admin Team
Get started with ATO SmartDocs by completing our Fundamentals course. This course provides a navigational overview along with how to process ATO Correspondence, use OCR technology to develop relevant communications to send to your client.
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2. Configurations

Practice Manager / Partner
Learn various key aspects of ATO SmartDocs, including maintaining practice profile settings, managing and configuring document profiles and templates, and ensuring the smooth functioning of hub data and other integrations.

3. Approval Process

Admin Team
Discover how to customise your process and build in Approval parameters for your ATO Correspondence, allowing for peace of mind before sending sensitive data to your clients.
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