1 Arrives Collected 6:04 am
notice-of-assessment.pdf Collected straight from the ATO, so there is no folder to watch and nobody has to forward anything.
Practice platform · Launching soon
One place for your clients, your billing and your jobs
Mervio holds one registry of every group and entity your organisation looks after. The portal, the billing and the job list all read from it. We collect the morning pile of ATO correspondence, file it into your folders and draft the client emails, all before you get in.
This morning's ATO mail
14 documents · 13 filed without you
- Filed
Example Family Trust
Notice of assessment
- Filed
Example Holdings Pty Ltd
Activity statement
- Needs a look
Sample Super Fund
Type not on the list yet
- Filed
Sample Partners
Payment plan
Filed into the folders you already use
Draft ready Needs your read
Re: Notice of assessment, FY26
Written from your template and addressed to A. Example. It sits in your mailbox until you send it.
Works with
ATO Online servicesXeroXero Practice ManagerBGL Simple FundOneDriveGoogle DriveFTPOutlookGmail
ATO admin
What happens to a notice after it lands
The same four steps run in order, every time. We match document types against a list we keep current instead of guessing at each one, and anything that falls outside the list goes to the review queue, not to your client.
See the safeguards ›2 Identified Notice of assessment
Example Family Trust · FY26 The type comes off our pattern list and the identifiers on the page tell us whose it is.
3 Filed Filed, no rename
/Clients/Example Family Trust/2026/ATO Sorted into your existing folders, named the way your organisation names them.
4 Drafted Waiting for a read
Re: Notice of assessment, FY26 Client email filled from your template and left in your mailbox, unsent.
The platform
Six features, one client record
They all read and write that same record, so a detail you fix once is fixed everywhere else it shows up.
Clients and entities
One registry of every group and entity, plus the portal your clients send their details through.
Import from Xero or BGL with duplicates caught on the way in. Client answers land on the record, conflicts go to your team.
ATO correspondence
Collected from the ATO and filed where you already file it, with the client email written for you.
We match each type against a pattern list that an AI keeps current as the ATO changes its forms. Anything it misses waits for review.
E-signatures
Engagement letters and forms signed in the portal, not printed and scanned.
Every signature keeps an audit record with the signer, their IP address, browser and timestamp.
Billing
Recurring and one-off billing with cards and direct debit, paid into your account.
Your organisation is the merchant of record. Payouts go straight to your bank and we never hold the money.
Workflows
BAS quarters, tax returns and everything else, in a list or on a board.
Jobs can come from a classified ATO document, then get assigned by qualification and workload.
Legal templates
Engagement letters and the standard client documents, ready to fill in and send.
Written by practising lawyers rather than generated. You fill in the details and send it for signature.
6 features on top of one client registry
1 queue for anything the pipeline will not decide on its own
0 TFNs that ever reach a model
Security
Client financials, handled like client financials
Stays in Australia
We store and process everything in the Sydney region. The rare document our rules cannot file goes to a model, and it is masked before it leaves.
Identifiers redacted
TFNs, payment reference numbers and EFT codes are masked before anything reaches a model.
A person always signs off
Nothing irreversible happens on its own. If the pipeline is not sure about something it stops and waits for one of your team.
Fits how you already work
We read your folder structure on setup and sort into it. You will not have to rename or move anything afterwards.
Not open yet
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We are still building. We will send you updates on the beta and nothing beyond that, and you can unsubscribe whenever you want.