ATO client mail · Included in the one price

ATO correspondence, sorted and sent in your firm’s voice

The ATO writes to your clients constantly — assessments, reminders, debt notices. OneHQ, practice management software for Australian accounting firms, reads each letter, works out whose it is, fills in a plain-English covering note from your firm’s wording for that kind of letter, set once, and readies it to send. You review it and press send, or choose the kinds of letter that go on their own. The letter and the note reach the client with a secure link.

ATO mail is included in every plan. We switch it on with each practice as its ATO connection is set up. Get in touch to line yours up.

From ATO letter to client, without the hand-sorting

1

It reads the letter

OneHQ identifies the correspondence type — a Notice of Assessment, a reminder, a debt notice — and reads the details off it.

2

It finds the client

The letter is matched to the right client from your list. A confident match is ready; anything uncertain waits for you to confirm — the type and the client are two separate questions, so a right letter never files against the wrong person.

3

It fills in the covering note

A plain-English explanation in your firm’s own wording — what the letter means and what, if anything, the client needs to do. Each kind of letter has its own wording, which OneHQ starts you with and your firm edits once; the letter’s details are filled in, and no AI writes it. Related letters about one event bundle into a single email.

4

You send it

You review and press send, unless you’ve set that kind of letter to auto-send. The client receives the note and the document behind a secure link — with a one-time code where the contents warrant it — and it all lands on their record.

Your words, at your clients’ scale

An ATO letter forwarded raw helps nobody — most clients can’t read it. A note written from scratch for every one doesn’t scale. OneHQ closes that gap: the wording is yours, set once and applied across every letter of a kind, and editable whenever a particular letter needs a human touch.

  • Your firm’s wording — the explanation reads as your practice, not a generic template.
  • Two letters, one email — an assessment and its receipt arrive together, not as two confusing messages.
  • You decide what sends itself — every letter waits for a person unless your firm has set that kind of letter to auto-send, and even then it goes only when the letter’s own TFN or ABN names the client.
  • It lands on the client record — so when they call about the letter, the whole story is already in front of you.

Frequently asked

Does OneHQ send ATO letters to clients automatically?
Not unless you tell it to. Out of the box, OneHQ does the sorting, matching and filling in of your covering note, and every letter waits for a person to review it and press send. Your firm can choose to auto-send particular kinds of letter, such as notices of assessment, one setting per kind, and hold back any letter over an amount payable that you set. An auto-send letter waits 15 minutes so anyone can hold it, and it goes only when the TFN or ABN on the letter names the client and the client has an email address on file. Anything less certain stays in the queue for a person.
How does it know which client a letter is for?
It reads the identifying details off the letter and matches them to your client list. A confident match is ready to go; an uncertain one waits for you to confirm. The letter type and the client are confirmed separately, so a correctly-read letter is never filed against the wrong person on the strength of the other.
Does it replace a dedicated ATO mail tool?
Yes — it brings ATO correspondence handling inside OneHQ, so there’s no separate subscription and no separate place to check. Every letter you send a client also lands on their record, beside their calls, jobs and documents.

Every ATO letter, explained and on file.

Sorted, matched, and written in your voice — every letter on the client’s record.

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