Coming 1 July: A Better Way to Receive Your ATO Mail

From 1 July, we’re excited to roll out our new ATO SmartDocs mailing system, designed to deliver your ATO correspondence in the most secure, efficient, and user-friendly way possible.

This upgrade ensures your sensitive information is protected with industry-leading security, while making access to your ATO documents simple and seamless.

What Is ATO SmartDocs?

ATO SmartDocs is a secure digital delivery system that replaces traditional email and post for ATO-related mail. You’ll now receive your ATO documents via your personal Vault, a protected online portal secured with Two-Factor Authentication (2FA).

This system aligns with compliance requirements under the Tax Agent Services Act 2009 (TASA) and the TFN Rule, ensuring we handle your information responsibly and lawfully.

Why We’re Making This Change: Security and Simplicity

We’ve invested in the ATO SmartDocs system to provide not only convenience, but also the highest level of protection for your data.

ATO documents often contain highly sensitive information, including your Tax File Number (TFN), income details, and personal address. Delivering these documents via traditional email or post increases the risk of identity theft and fraud.

That’s why we’ve introduced:

• Encrypted Email Delivery: Ensures your documents are protected in transit.

• Secure Access via Your Vault: Your Vault is protected by Two-Factor Authentication (2FA) to prevent unauthorised access.

• Automatic TFN Redaction: Your TFN is automatically removed from all downloaded files—even if it appears in embedded fields like your PRN.

With SmartDocs, you can access, download, and share your ATO mail with full confidence that your information is safe.

Accessing Your ATO Documents is Easy

When ATO mail is issued to you, here’s what to expect:

Step 1:

You’ll receive an SMS from “Insight Co” notifying you of new documents, along with an email from our firm containing a secure link. Click the link to open the Vault login page and select “Get Access Code.”

Step 2:

A one-time Access Code will be sent via SMS to your mobile. Enter this code into the field provided.

Step 3:

Click “Submit Access Code” to unlock your Vault and view your ATO documents.

The Vault: Your Secure Portal

All ATO documents from 1 July onward will be available in your Vault.

You can easily access past and current documents, share them securely with third parties (like your banker or broker), and download files without compromising your personal data. Because your TFN is automatically redacted on all downloads, including from documents with embedded PRNs, you don’t have to worry about accidentally forwarding sensitive information.

In Summary

With the launch of ATO SmartDocs, we’re taking a significant step toward smarter, safer document delivery.

From 1 July, your ATO mail will arrive digitally, securely, and conveniently — giving you full control, peace of mind, and protection.

As always, we're here to help, if you have any questions please reach out on +617 5443 1432.