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A document can be processed automatically and still create manual work.

Why?

Because processing isn’t the end of the document journey.

Someone may still need to download the file, decide where it belongs, rename it correctly, and move it into the appropriate OneDrive or SharePoint location.

At low volumes, those steps can feel insignificant. At scale, they become hours of repetitive document administration.

True workflow efficiency comes from connecting what happens before, during and after document processing.

Hyperdoc integrates with OneDrive and SharePoint, helping practices connect automated document processing with the places their teams already store and manage documents.

Book a FREE demo to discover a more connected way to manage documents.
hyperdoc.lodgepro.com.au

Hyperdoc ATO Document Processing Software | Powered by LodgePro

An ATO document has arrived. What happens next?

Without a clear workflow, it can be difficult to know whether a document is waiting for review, already being handled, or sitting with no clear owner.

That lack of visibility can lead to duplicate work, delayed action, and important tasks being overlooked.

A good document workflow answers three questions instantly: Who owns it? What is its status? What happens next?

Hyperdoc gives your team clearer visibility over ATO documents with task ownership, status tracking and structured review processes; helping correspondence move from received to completed with greater clarity.

Less chasing. Less guessing. Clearer accountability.

Book a FREE demo and enjoy a 1-month FREE trial.
hyperdoc.lodgepro.com.au

Hyperdoc ATO Document Processing Software | Powered by LodgePro

10 clients make duplicate data entry annoying. 1,000 clients make it an operational problem.

As a practice grows, manually maintaining the same client information across different platforms becomes harder to justify.

More clients mean more records to create, more details to check and more opportunities for information in one system to differ from another.

That’s why integration becomes increasingly valuable as your practice scales.

Connect Xero to Hyperdoc once and all your client information in Xero will automatically sync into Hyperdoc.

Instead of making administration grow alongside your client base, you remove a repetitive step from the process.

More clients shouldn’t mean more copying and pasting.

Try Hyperdoc FREE for 1 month to discover how it can support a growing practice.
hyperdoc.lodgepro.com.au

Hyperdoc ATO Document Processing Software | Powered by LodgePro

The hidden cost of an ATO document isn’t receiving it. It’s everything that happens next.

Once correspondence arrives, someone still needs to identify the client, confirm the entity and ABN, determine where the document belongs and make sure it reaches the right person.

Across hundreds of clients and entities, those small tasks become hours of repetitive work

Document automation works best when identification happens at the point of processing.

With Hyperdoc’s direct ATO integration, ATO documents flow into a structured process where they can be identified and matched to the relevant client; reducing manual searching and helping correspondence move to the right place sooner.

Your team shouldn’t have to investigate every document before they can action it.

Book a free demo and try Hyperdoc FREE for 1 month
hyperdoc.lodgepro.com.au

Hyperdoc ATO Document Processing Software | Powered by LodgePro

What actually happens when an ATO notice is missed?

A missed notice can mean a payment deadline is overlooked, an assessment isn’t reviewed in time, or a follow-up happens later than it should. And as a practice manages more clients and entities, relying on daily portal checks makes that risk harder to control.

That’s where automation changes the process.

With direct ATO integration, Hyperdoc automatically retrieves ATO correspondence, helping practices reduce manual portal checking and bring incoming documents into a structured workflow.

Your team gets better visibility over what has arrived and what needs attention - without relying on someone remembering to log in and download it.

Book a FREE demo to see how automated ATO document processing works.
https://hyperdoc.lodgepro.com.au/

Hyperdoc ATO Document Processing Software | Powered by LodgePro

The ATO portal shouldn’t be part of your team’s morning routine.

Log in, Switch entities, Check for new correspondence, Download documents, Rename files, Work out which client they belong to, File them, Repeat tomorrow.

For a growing practice, that routine quickly becomes hours of administration, and one forgotten check can mean an important notice is discovered too late.

Hyperdoc automates ATO document retrieval and processing, helping practices capture and organise correspondence without relying on someone remembering to check the portal every day.

Your team has better things to do than download PDFs.

Contact Hyperdoc today and enjoy one month free trial

Hyperdoc ATO Document Processing Software | Powered by LodgePro

How many documents does your team manually check for TFNs every week?
Now imagine removing that repetitive task altogether.
Hyperdoc automatically redacts Tax File Numbers from manually uploaded ATO documents, helping your team save time while reducing the risk of sensitive information being exposed.

✔ No manual TFN searching
✔ Consistent redaction
✔ Greater confidence before sharing documents
Spend less time checking documents and more time helping clients.
Learn more on how Hyperdoc can help your firm manage ATO documents
Hyperdoc ATO Document Processing Software | Powered by LodgePro

If your firm gained 50 new clients next month, would your current processes cope?
If the answer is "we'd need more admin staff," your workflow may be limiting your firm's growth.

The most scalable accounting firms don't simply hire more people. They identify repetitive administrative tasks and automate them, allowing their existing team to manage a higher volume of work more efficiently.

Hyperdoc helps Australian accounting firms reduce manual ATO administration by:
✔ Automatically retrieving ATO correspondence as soon as it's available
✔ Syncing client and contact information with Xero Practice Manager
✔ Automatically redacting Tax File Numbers (TFNs) for enhanced security
✔ Matching Notices of Assessment against Xero Practice Manager Tax Return Estimate Reports
✔ Preparing client email drafts with key information extracted from ATO documents
✔ Providing a complete audit trail from document retrieval to client delivery

Spend less time on repetitive administration and more time delivering valuable advice to your clients.
👉 Learn more: https://hyperdoc.lodgepro.com.au/

Want to uncover hidden inefficiencies in your accounting firm?
Start by asking one question:
"Which tasks would still be done manually if we doubled our client base tomorrow?"

For many Australian accounting firms, the answer includes:
• Reviewing Notices of Assessment
• Comparing tax outcomes
• Sending routine client emails

Those processes don't just consume time - they limit your firm's ability to grow.
Hyperdoc automates the repetitive part of the workflow.

✔ Every ATO Notice of Assessment is automatically matched against your Xero Practice Manager Tax Return Estimate Report.
✔ Matching Notices are automatically delivered to clients.
✔ Only exceptions are escalated to the assigned accountant.

Growth shouldn't create more admin.

It should create more opportunity.
👉 Learn more: https://hyperdoc.lodgepro.com.au/