Streamline Client Onboarding for Accounting Firms with Seamlss
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
Clients engagement done
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.
Seamlss Agent Linking
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.
Accountants that trust us:
Streamline Your Client Onboarding Process for Accounting & Bookkeeping Firms
Streamline your onboarding process and reduce admin time with Seamlss – Collect client data, verify identity, and inject directly into XPM in 4 simple steps.
View our online demo now.
Quick 4 Step Process
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.
Ditch the old ways of onboarding
Speed, accuracy and data security are ways to enhance client loyalty and experience.
Onboard into Xero Practice Manager
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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.
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The new Agent-Client Linking rule from the Australian Taxation Office (ATO) is a big change for accountants and bookkeepers across Australia. It’s meant to make the relationship between tax agents and their clients clearer, but it also brings some hurdles. One big worry is accidentally losing connection with a BAS