Engagement letters out the door before lunch.
From sole-trader bookkeepers to multi-partner firms, KoalaDoc gets your engagement letters, ATO declarations, and BAS authorities signed in minutes — and keeps the audit trail for the TPB.
The paperwork your team sends every week.
Engagement & re-engagement letters
Annual letters bulk-sent to your client list with versioned templates and reminders.
ATO declarations (s388-75)
Signed taxpayer declarations for individual, company, and trust returns with tamper-evident sealing.
BAS & IAS authorities
Quarterly BAS authority signed on mobile, attached straight to your workflow.
Tax agent linking
Client-to-agent linking declarations under the TPB regime, signed and timestamped.
Financial statement sign-off
Directors' declarations and financial statement approvals with order-of-signing.
ASIC form authorities
Form 484, 410, and other ASIC authorities signed without printing.
From draft to signed PDF in minutes.
- 1
Pick a template
Engagement letter, BAS authority, or your own.
- 2
Personalise
Auto-fill client details from your CSV or CRM.
- 3
Send & remind
Auto-reminders nudge clients without the awkward call.
- 4
File the audit pack
Signed PDF + audit trail, ready for TPB review.
What your regulator expects — and how KoalaDoc maps to it.
We describe how our features support each obligation. We don't claim certifications we haven't earned — see the security page for the full picture.
Tax Agent Services Act 2009 + TPB Code of Professional Conduct
Tax Practitioners BoardReusable templates for written client authority, immutable audit trail, and export-on-demand for the TPB's 5-year record retention expectation.
ATO electronic signature requirements
TAA 1953 s388-75 · TR 2018/D2Signer identity (email/SMS), captured intention to sign, and a tamper-evident PDF satisfy all three ATO limbs for electronic declarations.
APES 110 Code of Ethics — confidentiality
APESBDatabase-enforced row-level access, role-based permissions (owner / admin / staff / read-only), Google SSO, and domain locking so client information stays inside your firm.
Privacy Act 1988 — APP 11 (security of personal info)
OAICAES-256 encryption at rest in Sydney (ap-southeast-2), TLS 1.3 in transit, deletion workflows on request.
Notifiable Data Breaches scheme
Privacy Act Part IIICDocumented incident response with automatic owner and admin alerts on qualifying events; see our breach notification page for the process.
The questions we hear most.
Does the ATO accept KoalaDoc signatures on tax return declarations?
Yes. The ATO accepts electronic signatures on s388-75 taxpayer declarations where the agent can demonstrate signer identity, intention to sign, and document integrity. KoalaDoc captures all three by default.
Can I send the same engagement letter to 200 clients at once?
Yes. Bulk send takes a CSV of client details and produces a personalised envelope for each one, with individual audit trails returned to you when signed.
Is there a TPB-friendly audit export?
Every envelope produces a sealed PDF plus a JSON audit trail covering identity, IP, timestamps, and document hash. Export by client, by date range, or as a full firm-level archive.
Compliance isn't a tick-box. It's the foundation.
ETA 1999
Every envelope satisfies the Electronic Transactions Act 1999, with tamper-evident PDFs and trusted UTC timestamps.
Sydney data residency
Your documents never leave Australia. Encrypted at rest with AES-256, hosted in ap-southeast-2.
Privacy Act 1988
APP-aligned data handling. Export and deletion workflows for end-to-end Australian privacy compliance.
Breach notifications
Built-in incident response with the Notifiable Data Breaches scheme — owners and admins are alerted immediately.
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