We understand that knowing what your clients receive from the Australian Taxation Office (ATO) is necessary for a successful firm. Being ahead of your clients when it comes to the ATO just makes life a lot easier, especially when the queries come, not to mention it helps you be a proactive service provider.
So, it makes sense that you have a copy of everything that the ATO sends to your clients. Maybe pre-Covid collecting mountains of ATO Correspondence for your clients, scanning them, creating almost identical cover letters (often in Word) and then posting them to the clients, was a (fictional) worthwhile exercise. Apart from the fact that it costs thousands of dollars per year in admin time and postage costs, for no financial gain. The gain is in knowing what the ATO sends out, not in the service of mail distribution.
In addition to this, the ATO sends out things to the client directly via myGov or post anyway, that isn’t sent to the accountant, thus the accountant is only getting part of the complete client base picture.
We are also aware the ATO is pushing extremely hard for everyone to be using myGov. At some stage, it's obvious that mail from the ATO will stop or significantly reduce.
So, the question then is, what do you – the accountant – do?
Given that what you need is information, not paper – and all your client’s information, not just part of it, you need a digital solution.
ATO SmartDocs or ATOMate is this solution. You can get ‘all’ your client correspondence from the ATO Portal, rename it, file it and send it to your client via email (potentially with 2FA) for significantly less cost in time and money than the old manual postal torture.
We encourage to explore these options, as without this type of solution, you are already behind.
If you have any questions, get in touch with us, or book a meeting here.
Clarity Street was conceived from years of engaging with Accounting firms on a daily basis and a constant desire to make Accounting firms & SME’s more efficient and profitable.