Skip to content

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! 

No credit card required.

Client Verification

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

Seamlss Verifications with Stripe Identity

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.

ATO agent linking process built into Seamlss

Accountants that trust us:

Cameo Ashe
Cameo Ashe
Owner Director
Read More
Simple, time-saver for onboarding clients I was so happy I found Seamlss - not only is it seamless for clients, but implementing it into our onboarding process was quick and easy. I had been looking for something that integrated with Xero Practice Manager for ages and made collecting client details easy. The mobile phone authorisation code means that clients don't have to set up another login to access the forms and the process is quick and easy for them. From a practice viewpoint it's also great that you can link other software using zapier that speeds up the onboarding process even more.
Kate Henderson
Kate Henderson
Owner Director
Read More
Genuine time-saver! Seamlss saves so much time in the Client Onboarding process, all you need to provide is an email address and mobile phone number, Seamlss does the rest. Syncing directly to Xero reduces data entry time and the possibility of keying errors. This software is invaluable to my Practice.
Caroline Walsh B.Com CPA
Caroline Walsh B.Com CPA
Principal
Read More
I have been waiting for this program! Seamlss is the program I have been looking for since starting with Xero Practice Manager. It automates the onboarding process in a very simple way that is secure, professional and fast.
Alison Kennedy
Alison Kennedy
Owner Director
Read More
On boarding new clients was a major pain point for my business. There wasn’t anything on the market that could help and most online form apps just weren’t secure enough for my liking. Most of my other software packages didn’t offer what I needed, and I had a massive black hole in my automation strategy. My admin now sets up all my new clients prior to their appointment so I am ready to go once they arrive. It has reduced my stress levels for the new client appointments. And I love that I can see a bit about them prior to the appointment via their ATO report. Having new clients sign an engagement form with my custom terms built in has been great and it has saved so much time with double handling.
Previous
Next

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.

Easy Client Onboarding

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.

Secure Identity Verification

Ensure your clients' identities are verified securely and reliably with our robust verification system that employs bank-level encryption and two-factor authentication.

Xero Practice Manager Integration

Seamlessly integrate with Xero Practice Manager to enhance your workflow and eliminate data entry errors while keeping all your client information up to date.

Customizable Engagement Templates

Personalize your engagement letters with our customizable templates, ensuring that you deliver a professional and compliant experience to your clients.

Bulk Identity Checks

Save time and effort with our bulk importer feature, allowing you to perform multiple identity checks simultaneously and manage your clients more efficiently.

Client-Friendly Interface

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.

Onboard into Xero Practice Manager

We're Xero App Partners

Confidence to connect to Xero Practice Manager

FAQ

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.

Latest from the blog

Discover How to Revolutionise Your Accounting Firm Operations

In today’s fast-paced business environment, accounting firms face a myriad of challenges, from managing complex client data to ensuring efficient workflow processes. The need for innovative solutions that streamline operations and enhance client engagement is more crucial than ever. This is where Seamlss steps in – a groundbreaking platform designed

Read More »
2023 Wrap up of an amazing year

2023 has been a transformative journey in Client Management

As we reflect on 2023, it’s clear that Seamlss has embarked on a journey of innovation. We’ve not only enhanced our client management solutions but also significantly expanded our reach within the accounting industry. Early Year Hustle: We started the year full of determination, laying the groundwork for success. Our

Read More »
Re-engage your clients

Enhancing Client Engagement

Explore the future of client relations in accounting with our latest article. Discover key trends, the role of technology like Seamlss, and strategies for enhancing client engagement in the dynamic accounting sector. Stay ahead in the industry – read now!

Read More »