FYI & ATO SmartDocs Presents

Run Time:   45

Join us for an exclusive webinar where we unveil the complete life cycle of ATO documents, from ATO SmartDocs to seamless client delivery with FYI’s powerful automation.

Who are we:

  • FYI: FYI is an automated document and practice management solution tailored for accounting practices, designed to streamline workflows, improve accuracy, and reduce manual effort.
  • ATO SmartDocs: ATO SmartDocs offers a fully automated solution for downloading, saving, and managing ATO documents through the ATO API, enabling practices to efficiently handle compliance documentation.

What to expect:

  • Overview of Apps: Learn how FYI and ATO SmartDocs collaborate to automate and simplify document management for accountants.
  • Meet the ATO SmartDocs “SmartBot”: See firsthand how ATO SmartDocs downloads documents via the ATO API and integrates with FYI to optimize document workflows.
  • Live Demonstration: Watch as ATO SmartDocs captures and saves documents into FYI, and see how FYI automatically files them against the client and securely shares them via FYI’s dedicated client portal, “Collaborate.”

Who Should Attend:

This webinar is ideal for accountants, practice managers, and firms who want to:

  • Reduce time spent manually managing ATO documents.
  • Improve accuracy and efficiency in document handling.
  • Discover how automation can simplify client communication and document delivery.

Reserve your spot today and take the first step toward smarter, more efficient document management with FYI and ATO SmartDocs.

If you can’t attend, register anyway and we will send you a recording following the webinar!

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