Kloud Connect, the modern cloud-based practice management platform for accounting firms, has announced its integration with ATO SmartDocs, enabling firms to reduce ATO document processing time and minimise manual workflows.
ATO SmartDocs connects directly with ATO servers, securely importing and preparing ATO correspondence for approval and delivery. By integrating ATO SmartDocs directly into Kloud Connect, firms gain a single platform to manage compliance documentation, automate client communication, and track activity without switching systems.
Key Benefits of the Integration
Client management is at the heart of any accounting firm. It involves maintaining detailed records of client interactions, tracking client needs, and ensuring consistent communication.
- Smart Automation: Automatically sync overnight with ATO servers, auto-process documents, and prepare them for approval using SmartBot.
- Flexible Delivery: Firms can send ATO documents via secure email, client portal, or mobile app with 2FA and TFN redaction options.
- Complete Visibility: All documents and client communications are tracked within Kloud Connect’s centralised platform.
- Zero Processing Limits: Firms can process as many ATO documents as needed with no additional costs.
“We’re thrilled about the new API integration between Kloud Connect and ATO SmartDocs—it’s a game changer for firms looking to streamline their compliance workflows,” said Ron Drost, CEO at ATO SmartDocs. “This powerful integration enables automatic syncing of client data from your Kloud Connect practice management system and seamless filing of ATO documents directly into SharePoint via Kloud Connect. No more manual uploads or data duplication—everything happens in the background, effortlessly and securely. We’re excited to bring this level of automation and efficiency to firms across the country.”
The integration covers over 600 document types and includes advanced features such as workflow reminders, AI-generated reporting, and a secure centralised document vault. It is the latest addition to Kloud Connect’s growing ecosystem of integrations that help firms modernise practice operations and reduce admin overhead.
“This integration is about transforming one of the most manual aspects of the accounting workflow into a seamless, trackable process," said Dan Beck, CEO at Kloud Connect. "Firms can maintain compliance, improve delivery speed, and free up time to focus on higher-value work through ATO SmartDocs and Kloud Connect."
About Kloud Connect
Kloud Connect is a cloud-based practice management platform designed for mid-sized and large accounting firms. With tools for workflow automation, billing, WIP management, CRM, and capacity planning, Kloud Connect provides firms with an integrated, efficient, and modern way to manage their operations
About ATO SmartDocs
ATO SmartDocs is a secure, automated platform that connects to the ATO to help firms streamline the processing, delivery, and tracking of ATO correspondence. Built with security, flexibility, and efficiency in mind, ATO SmartDocs supports over 600 document types and provides a robust document processing and communication workflow.
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