Send your client one secure Seamlss link. They fill in their details, upload their documents, verify their identity and sign your engagement letter. Your AML questions go out as a form from the same app. You check it all, and it goes into Xero Practice Manager. One app, all at once.
Or start a 14 day free trial, no card needed. Plans from $60 a month including GST; the AML tools are on paid plans.
Example request
Xero Practice ManagerClient record updatedPut an end to tedious onboarding at your firm. Instead of making your client jump through hoops with a form, an ID app, an e-sign tool and your inbox, with everything typed into XPM at the end, Seamlss puts it all into one request, with reminders and smart syncing to your other apps.
one requestYour AML work sits in the same app as onboarding, so it’s not a separate job in a separate tool. Your firm makes each decision, and Seamlss keeps the record.
AML tools are on paid plans.
Sync your client list from Xero Practice Manager. Seamlss fetches what’s missing, proposes an update when the two disagree, and changes nothing until you confirm.
Documents from each request save into the system your firm already files in, and Zapier can start a request from another tool, such as a booking calendar.
Xero Practice Manager
FYI
Dropbox
SharePoint
Google Drive
Seamlss does that too of course, but it also takes care of the parts of onboarding that usually need the most chasing.
Clients verify their identity inside the request, with a document and selfie check through Stripe Identity or with source documents. Seamlss deletes the ID documents after 14 days and keeps a log of each check, so copies of client ID stop building up in your folders.
See how ID checks workClients e-sign your engagement letter inside the request, with no charge per signature, and one request can carry more than one letter. Each year, existing clients confirm their details and sign the new one.
Read about engagement lettersOnce you confirm a client, Seamlss updates their XPM record and deploys the job, including for leads you are still onboarding. The XPM integration comes with every plan.
See the integrationsEach client gets step-by-step instructions for linking your firm as their tax agent with the ATO, built from your firm’s details and sent inside their request.
See agent linkingAsk the client’s previous accountant for professional clearance through Seamlss, instead of chasing a letter by email. Ethical clearances are included in the free trial.
See it in a demoEach year Seamlss sends existing clients a request to confirm their details and e-sign the new engagement letter, and shows you which clients have been contacted and when. You can send re-engagements in bulk, including clients imported from Xero Practice Manager.
See it in a demo“Love, love, love Seamlss. I don’t know how we coped with onboarding before discovering Seamlss … Also appreciate the updates to software for changes in regulation that inevitably occur such as Agent Linking, changes in ID verification etc.”
Lemonade BeachRead it on Google“Love this for my client onboarding process. Game changer for me with Identity verification and love the timesaving for importing data straight into XPM.”
“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.”
JHL Accounting Pty LtdRead it on the Xero App StorePick a topic to see the answers, each with a link to the full guide.
Yes. AML client onboarding sits in the same app as the rest of your onboarding: identity verification, PEP and sanctions screening powered by GBG, beneficial ownership, and adverse media checks inside the risk assessment. Your AML questions go to clients as a form, and their answers feed the risk assessment. Your firm makes the determination, and Seamlss records it. The AML tools are on paid plans. Read how the risk assessment works.
Seamlss helps you work out which of your services are designated services, starting from the AUSTRAC standard profile and adapting it to your firm. Your firm decides what applies. Common scope questions are answered on the AML FAQ page.
Not at the moment. The AML tools are on paid plans, so they are not in the 14 day free trial, which does include ethical clearances. Book a demo to see the AML tools working before you choose a plan.
Seamlss verifies a client’s identity with source documents or a document and selfie check through Stripe Identity, and keeps a log of each check. Each check is $5 plus GST. Your firm still decides whether a check meets its obligations. See how ID checks work.
Seamlss deletes its copy of the ID documents after 14 days and keeps a log of the check for your firm, so copies of client ID stop building up in your folders. When Stripe Identity runs the check, Stripe keeps its own copy under its own policy.
Yes. Import clients in bulk, including from an XPM export, and run identity checks across them together rather than one at a time. Read about bulk verification.
Accounting and bookkeeping firms in Australia, and in particular the owners and partners who carry the risk of taking on a client. If new clients still reach you as PDF forms, email attachments and copies of their ID, and someone in your team rekeys the details into Xero Practice Manager, Seamlss replaces that with one request. If your firm now has AML obligations, the checks and your risk decisions sit in the same app, with a record of each one. Book a demo and bring the clients you find hardest to onboard.
Seamlss is client onboarding software for accounting firms and bookkeepers in Australia, with identity verification and AML checks built in. Through one link, clients give you their details and documents, verify their identity and e-sign your engagement letter, and their details then sync to Xero Practice Manager. It also tracks leads and handles annual re-engagement.
Instead of chasing documents by email and rekeying details from PDF forms and spreadsheets, you send the client one request. They enter their own details, upload documents, complete the identity check and sign the engagement letter. Your team reviews the result. See how client links work.
One secure link from your firm. Your client signs in before they see anything, then fills in their details, uploads documents, verifies their identity and signs, all in the same request. You can share the verification guide for clients.
Plans are monthly or annual, and the pricing page has the current price of each. Identity checks are $5 plus GST each, and the AML check prices sit alongside them. If your firm outgrows its plan, Seamlss contacts you rather than moving you automatically.
Yes. Book a demo to see the whole process, AML included, and ask your own questions. Or start a 14 day free trial, with no card needed. Ethical clearances are in the trial; the AML tools are on paid plans.
Client details collected in Seamlss sync to Xero Practice Manager, so your team does not rekey them. Seamlss fetches what is missing, proposes an update when the two disagree, and changes nothing until you confirm. Jobs created in Seamlss are deployed to XPM. Read the XPM connection guide.
Documents from each request save into the system your firm already files in: FYI, SuiteFiles, SharePoint, Dropbox or Google Drive. Through Zapier, a request can start from another tool, such as a booking calendar. See the integrations.
Yes. Add your own terms and conditions, and each client e-signs the engagement letter inside their onboarding request, with no charge per signature. Read the template guide.
Send existing clients a request to confirm their details and e-sign the new engagement letter. You can send re-engagements in bulk, including clients imported from Xero Practice Manager, and Seamlss shows which clients have been contacted and when. Read the bulk import guide.
Seamlss sends each client step-by-step instructions for the ATO’s client to agent linking, built from your firm’s details and included in their onboarding request. You can also make a free guide for your firm with the agent linking guide builder.
Yes. Ask the client’s previous accountant for professional clearance through Seamlss, instead of chasing a letter by email. Ethical clearances are included in the 14 day free trial. Read the ethical clearances overview.
Client data is stored in Australia. The exception today is Stripe Identity, which holds ID images in the US and keeps its own copy under its own policy, while Seamlss deletes its copy after 14 days and keeps a log of the check. Clients sign in before a request opens. Seamlss has an ISO 27001 aligned security posture and is working towards ISO 27001 audit readiness using Vanta; it is not certified. More on the security page.
Yes. The in-app help takes you through setup, and the setup guide covers the first steps. For anything in the app, use the support form; the team usually replies within a business day. For hands-on help, the Firm Success Package adds expert setup and two training sessions for your team.
No card needed, and ethical clearances are included in the trial. The AML tools come with a paid plan, and you can see them working in a demo before you choose one.
