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Check back regularly for the latest updates as Hyperdoc continues to evolve.
Current Version
ATO correspondence in one place, with full firm control
What this means for your firm
Your practice can automatically ingest ATO correspondence and securely communicate with clients in a fully auditable, tenant-controlled environment.
Core capabilities
Secure cloud platform
User access controls for firm staff
Secure login with Multi-factor authentication (MFA)
Secure separation of firm data
Automatic capture of ATO correspondence (CLNTCOMM) from the Australian Taxation Office
Centralised Document storage and review
TFN Redaction before sharing to secure sensitive client data
Draft client emails with redacted PDFs
Full access to document history and retrieval for better tracking
Bulk client upload via CSV
Client mapping using ATO identifiers (TFN/ABN matching)
Manual document uploads alongside ATO feed
Accountant workspace (Accountant Module)
Profile Management
Xero integration - Client and Accountant Syncing & NOA validation
newOneDrive & SharePoint integration
newMicrosoft Outlook integration
newAI-powered workflow automation
Email Communication Agent
newGenerates context-aware communication with advanced templates
Intelligent Workflow Automation by Document Type
newThe benefit
Fewer missed documents, clearer client communication, and more secure handling of ATO correspondence.
Coming Soon — Phase 2 (October 2026)
Easier handling when ATO correspondence volumes increase
What this means for your firm
As correspondence volumes grow, Hyperdoc introduces structured workflows, integrations, and automation to help your team operate efficiently at scale.
Key enhancements
Duplicate Detection for Manual Post Document Uploads
Notes & Additional Documents on the Client Document Record
Escalate and reassign Documents with Notes
Configure SMS and Email Document Extraction Channels at Tenant Level
The benefit
Greater efficiency, clearer ownership, and the ability to handle high volumes without losing control.
Next — Phase 3 (November 2026)
Intelligent automation and secure client engagement
What this means for your firm
Secure client access and greater efficiency through automation across document processing and communication workflows.
Client experience
Secure client portal for accessing and responding to correspondence
Integrations
Suite Files integration
Karbon
FYI Docs integration
Operational visibility
ATO compliance dashboard
Insights into:
High-risk client notices
Accountant workload distribution
Outstanding and unresolved documents
The benefit
Less manual triage, faster client response times, and smarter decision-making across your firm.
Future — Phase 4 (December 2026)
Deep integrations and end-to-end workflow completion
What this means for your firm
Hyperdoc will integrate with leading accounting software to support smoother workflows and legally valid actions.
Key enhancements
Intelligent Workflow Automation by additional decision making layers
Multiple Tax Agent Number Architecture
Activity Statement Account Position & Transaction History (ICACC)
Income Tax Account Position & Transaction History (ITACC)
Integrations
Google Drive integration
QuickBooks
MYOB
Slack and Microsoft Teams
The benefit
A fully connected ecosystem with reduced manual effort and faster completion of ATO-related processes.