Overview

ATOmate integrates directly with the ATO to automate the capturing, processing, checking, communication and filing of ATO documents. Auto-processing ATO correspondence overnight, ready for your approval the next day.

Integration

ATOmate helps automate by capturing information from Class, which they will anaylse and categorise client document which allows ATOmate to connect with all major practice management systems to cross reference each documentation against your client list.

ATOmate process the documents depending on the business rules for each document type, this will allow clients to send documentation to their customers in a secure manner. More information can be found on the ATOmate website.

How to establish the integration

Navigate to the ATOmate Website and click through > Settings > Class  > Connect to Class > Allow Access

Here is the ATOmate article on how to configure the integration. 

Granting access to the ATOmate application - scopes

You will be asked to grant permission to your Class data. See API Access to Class data - Partner Application for details. The following scopes will be requested by the ATOmate Application:

• Read all fund information
• Access your data while you are not logged in to Class 

Revoking access from the ATOmate application

See API Access to Class data - Partner Application for details on how to revoke access.

ATOmate support

For assistance with ATOmate application or this integration, you can email support@teambaw.com.au or log a ticket at https://baw.atlassian.net/servicedesk