Client Onboarding for Accounting & Bookkeeping Firms. Save time and reduce errors with Seamlss’s comprehensive identity verification, onboarding and engagement tools.
Get it right the first time, every time!
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Securely verify your clients' identities
Effortlessly verify client identities with Seamlss - including our secure source document option or the DVS Stripe identity verification option. Stay compliant, save time
Confirm client details and annual engagement letters with just a few clicks!
Automate the process so you never miss an annual engagement again. Track your progress and know exactly which clients have been contacted and when. Whether you're a small firm or a large enterprise, Seamlss makes it easy to stay on top of your re-engagement game.
Try it out today and see the difference it can make for your business.
ATO Agent Linking Made Easy
Avoid the complexities of ATO Agent linking for clents. Seamlss simplifies your Agent Linking process for clients to easily connect you with your firm effortlessly. Plus you can get our free PDF download and watch our webinar on Client Agent Linking.
Seamlss makes it simple to track, manage, and convert leads, all in one place.
Our lead management tools allow you to categorise, sort, and automate follow-ups so you can focus on what matters: growing your business. Whether you're handling a handful of leads or hundreds, Seamlss keeps your pipeline running smoothly, ensuring no lead is left behind.
Streamline your onboarding process and reduce admin time with Seamlss – Collect client data, verify identity, and inject directly into XPM in 4 simple steps.
Step 1 : Enter client basic details or automate it with Zapier or your custom Seamlss Lead Generation page and click to send to the client.
Step 2 : Team member adds client to ATO portal
Step 3 : Team member Confirms Identity and logs it in Seamlss for ATO and TPB requirements.
Step 4 : Team member sends data to Xero Practice Manager or copies into external practice management tool.
With Seamlss, clients receive a secure email with a direct link to key in, upload and manage their own data. You’ll save time on admin and clients will love the easy-to-use portal.
Speed, accuracy and data security are ways to enhance client loyalty and experience.
Streamline your client onboarding process with our user-friendly platform, making it easy for clients to provide their information and reducing the need for manual data entry.
Ensure your clients' identities are verified securely and reliably with our robust verification system that employs bank-level encryption and two-factor authentication.
Seamlessly integrate with Xero Practice Manager to enhance your workflow and eliminate data entry errors while keeping all your client information up to date.
Personalize your engagement letters with our customizable templates, ensuring that you deliver a professional and compliant experience to your clients.
Save time and effort with our bulk importer feature, allowing you to perform multiple identity checks simultaneously and manage your clients more efficiently.
Our intuitive, client-friendly interface makes it a breeze for your clients to provide their information and complete the onboarding process, enhancing their overall experience with your firm.
Seamlss is a comprehensive client onboarding and engagement platform designed for professional service providers such as accountants, tax practitioners, and consultants. The platform streamlines the client onboarding process by providing customizable engagement letter templates, digital signatures, client verification tools, and secure data storage, all while ensuring compliance with ATO regulations.
Seamlss is designed for professional service providers, including accountants, tax practitioners, bookkeepers and advisory firms who are looking to streamline their client onboarding process, improve efficiency, and enhance the overall client experience.
Seamlss simplifies the client onboarding process by providing a suite of tools and features that help firms efficiently collect and verify clients, obtain digital signatures on engagement letters, and securely store client data. The platform ensures a seamless and compliant onboarding experience, saving time and resources for both firms and their clients.
Seamlss takes data security seriously by implementing various measures, including two-factor authentication (2FA) for clients and firms, bank-level encryption for data storage and transmission, and secure data hosting in Australia. These measures ensure that your clients’ sensitive information remains protected at all times.
Seamlss is designed to help firms comply with Australian Taxation Office (ATO) requirements during the client onboarding process. The platform provides tools for client verification using ATO-recognized methods for Source Document Method and DVS option via Stripe Verify. This ensures data protection through encryption and secure storage, making it easy for firms to stay compliant with regulations.
Yes, Seamlss offers customizable engagement letter templates that can be tailored to your firm’s specific needs and requirements. You can modify the content, include additional clauses, or adjust formatting to create an engagement letter that reflects your firm’s unique services and branding.
Seamlss is a web-based platform that can be accessed through most modern web browsers, including Google Chrome, Mozilla Firefox, Microsoft Edge, and Safari. No specific hardware or software installations are necessary to use Seamlss, but a stable internet connection is required for optimal performance.
To get started with Seamlss, simply visit our website here and sign up for an account. Once you’ve completed the registration process, you can access the platform, customize your logo, colours and engagement letter templates, and begin onboarding clients using Seamlss’s suite of tools and features.
Seamlss offers various support channels, including email, phone, and video chat, to assist you with any questions or concerns you may have. Additionally, our website features a range of tutorials, guides, and knowledge base articles to help you get the most out of Seamlss. Visit our support page (provide a link to the support page) for more information and resources.
Seamlss offers a dedicated re-engagement feature designed to help firms effectively reconnect with and re-engage clients whose engagement has lapsed or requires updating. The platform allows you to easily identify clients who need re-engagement, customise and send re-engagement letters, and manage the entire re-engagement process in a streamlined and efficient manner. By utilising Seamlss’s re-engagement tools, you can maintain strong relationships with your clients, ensure ongoing compliance, and promote client retention.
Seamlss seamlessly integrates with Xero Practice Manager (XPM) and other platforms like Zapier to streamline your onboarding process and improve efficiency. By connecting to XPM, Seamlss significantly reduces data entry time and minimises the risk of keying errors. With just a few mouse clicks, you can sync client data throughout the onboarding process, allowing for a smoother, more accurate experience. Additionally, our Zapier integration enables you to connect Seamlss to numerous other platforms and tools, further enhancing your firm’s automation capabilities and productivity.
Seamlss offers a Bulk Importer feature in the Data Centre, which allows you to perform bulk identity checks on your clients efficiently and effectively. This feature is designed to save time and effort by enabling you to import multiple clients’ information at once and automatically perform identity verification checks on them. To use the Bulk Importer, simply upload a CSV file containing your clients’ details into the Data Centre, and Seamlss will process the information and perform the necessary identity checks. This streamlines your onboarding process, ensuring that your clients’ information is verified quickly and accurately, enhancing your firm’s overall productivity and compliance.
Want to build teams that actually work? Picture this: Sarah, a qualified accountant earning $80,000 a year, sits across from a new client. For the first fifteen minutes, she asks questions like “What’s your phone number?” and types details into her computer. The real problem isn’t Sarah’s skills – it’s
It’s July. Again. Your phone won’t stop ringing. Clients are suddenly remembering they need tax returns done. Your admin team looks exhausted – they’ve been manually sending hundreds of follow-up emails this week alone. And you’re sitting there wondering why this same nightmare happens every single year. Here’s what one
Remember when you used to actually look forward to client meetings? Before they became 10-minute data entry sessions disguised as professional consultations? Here’s what happened to Sarah last Tuesday. New client, tax return appointment, premium hourly rate. First ten minutes: “So, what’s your current phone number?” “Has your address changed?”
Date: Thursday, 26 June
Time: 12:00–1:pm
