Product Roadmap

What this means for your firm:

Your team can automatically receive ATO correspondence, review it internally, and send it to clients when you’re ready — all within one secure platform.

What’s included:

Secure multi-tenant platform

Staff logins with role-based permissions

Multi-factor authentication (MFA) for added security

Automatic ATO correspondence collection (CLNTCOMM)

Document review and approval workflow

Emails with automatic TFN redaction

Full access to document history and retrieval

The benefit:

fewer missed documents, clearer client communication, and more secure handling of ATO correspondence.

What this means for your firm

Manage higher volumes of documents more efficiently and prioritise urgent matters with better visibility and control.

What’s included:

Manual document uploads (in addition to the ATO feed)

Risk flags (High / Medium / Low priority)

Task management tools for accountants

Admin controls for partners and practice managers

Bulk upload of multiple client records

Firm branding and customisation

The benefit:

faster turnaround during busy periods and better prioritisation of urgent ATO matters.

What this means for your firm:

Clients can securely access their correspondence and approve items quickly, while your firm maintains full oversight.

Planned features:

Secure client portal with one-time passcode login

Bulk approvals for faster processing

Automatic reminders so nothing falls through the cracks

Daily summary reports to track urgent and outstanding items

The benefit:

quicker approvals, fewer follow-ups, and clear visibility across your workflow.

What this means for your firm:

Hyperdoc will integrate with leading accounting software to support smoother workflows and legally valid actions.

Planned integrations and features:

Xero integration

QuickBooks integration

Digital signatures for client approvals

The benefit:

less back-and-forth, more seamless processes, and faster completion of ATO-related actions.