Every ATO letter, sent to the right client without lifting a finger
Portal 360 pulls ATO letters and notices into each client file overnight, alerts your team, and sends them to clients with your own cover letter. It replaces the separate ATO mail tool in your stack.
ATO communications
2 new overnight- Harbour & Co Pty LtdActivity statementToday
- Rivera Family TrustNotice of assessmentToday
- Bluegum Dental GroupClient letterYesterday
- Kestrel Logistics Pty LtdActivity statementMon
Forward to client
Cover letter: Activity statement due
Sent to the client’s email as one PDF
Example screens. Your workspace shows your own clients.
One feature that replaces a whole piece of software
Handling ATO mail used to mean a dedicated tool, or hours of manual work. In Portal 360 it is part of the client record.
Without it
- Log in to the ATO for each client to find new letters
- Download and rename every PDF
- File it in the client folder by hand
- Write an email to the client and attach it
- Tell the partner something has arrived
With Portal 360
- Letters are pulled overnight and filed to the client
- Your team is alerted automatically
- Your cover letter and the notice go out as one PDF
- Rules send the routine ones for you
- Everything stays on the client file, next to their tasks, signatures and billing
From ATO mailbox to client inbox in five steps
Set it up once. After that, the routine work happens on its own.
- 1
Connect the ATO once
In Marketplace > Apps, connect the ATO app with your ATO credentials. They are stored encrypted.
- 2
Letters arrive overnight
With automatic syncing on, new ATO communications are pulled overnight and filed against the right client by ABN. You can also sync on demand.
- 3
Your team is alerted
The responsible partner, the manager and the workspace owner are notified, so nothing sits unseen in a mailbox.
- 4
Forward it with your words
Pick a cover letter template and send the notice to the client as one PDF by email, or save it to their secure shared folder.
- 5
Put it on autopilot
Set auto-forwarding rules by communication type, for one client or every ATO-synced client, and the routine ones send themselves.
Built for how practices actually handle ATO mail
Overnight sync
New letters and notices are pulled while you sleep. Sync manually whenever you need the latest.
Matched by ABN
Each communication lands on the correct client file, ready to read, search and forward.
Whole-practice pull
Ask for every client linked to your agent number in one overnight batch, or pick up to 20 clients for an instant answer.
Up to 10 years of history
Name the clients you want and bring back their earlier ATO correspondence as well as the new.
Team alerts
The responsible partner, manager and workspace owner are told when something new arrives.
Cover letter templates
Wrap each notice in your own message so clients hear it from you, not from a government PDF.
Auto-forwarding rules
Choose a communication type, a cover letter, and whether the rule applies to one client or all of them.
Email or secure folder
Send a merged PDF to the client's email, or save it to their secure shared folder for the client portal.
Add the missing clients
See entities the ATO has written to that are not yet in your CRM and add them to your CRM.
And it all lives next to the rest of the client
A notice is rarely the end of the job. Follow it up with a task, an approval, a signature or an invoice without leaving the file.
Electronic signatures
Send engagement letters and forms for signing from the same client file.
See the featureSecure client folders
Notices saved to the client's folder are ready for their portal.
See the featureClient email
Forwarded notices go out from Portal 360 with a record on the file.
See the featureYour ATO credentials are stored encrypted, ATO information is limited to staff with compliance access, and all client data stays in Australia.
Migration program
Switching practice management software? We move you across.
For a fixed A$2,999 per practice (ex GST), our team completes your data transfer and sets up the whole of Portal 360 for you.
Frequently Asked Questions
Connect the ATO app from Marketplace > Apps using your ATO credentials. They are stored encrypted. Marketplace apps are available from the Starter plan upwards.
Ready to get started?
Our team is happy to help.
Reach out to us and we’ll get back to you quickly.