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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
Xero integration - Client Syncing
Accountant workspace (Accountant Module)
Profile Management
The benefit
Fewer missed documents, clearer client communication, and more secure handling of ATO correspondence.
Coming Soon — Phase 2 (July - August 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
Xero integration - Accountant Syncing & NOA validation
Microsoft Outlook integration
Google Drive integration
One Drive integration
Suite Files integration
Zapier integration
AI-powered workflow automation
Email Communication Agent
Generates context-aware communication with advanced templates
The benefit
Greater efficiency, clearer ownership, and the ability to handle high volumes without losing control.
Next — Phase 3 (September 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.
AI-powered workflow automation
Document Understanding Agent
Adds contextual reasoning on top of extracted document data
Risk Classification Agent
Automatically classifies documents by priority (High / Medium / Low)
Automation Decision Agent
Determines whether documents should be auto-sent or reviewed
Operations Insight Agent
Provides visibility into workload, risk exposure, and unresolved items
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 (October 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.
Integrations
QuickBooks
MYOB
Karbon
Slack and Microsoft Teams
FYI Docs integration
Client experience
Secure client portal for accessing and responding to correspondence
Automated reminders for outstanding actions and overdue documents
The benefit
A fully connected ecosystem with reduced manual effort and faster completion of ATO-related processes.