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Security at the Core of Seamlss

Seamlss was built to protect your sensitive data, ensuring safe and compliant communication—keeping everything off unsecured email.

Why We Built Seamlss

Traditional email presents too many risks for managing sensitive client data. Seamlss was created to eliminate these vulnerabilities by providing a secure, centralised platform for accounting firms. Our solution keeps everything in one place, ensuring compliance, encryption, and data protection every step of the way.

Key Security Features of Seamlss

At Seamlss, we implement industry-leading measures to ensure your data is protected at every point of the process. Below are some of the key features that make Seamlss a secure choice:

  • End-to-End Encryption: All data, both in transit and at rest, is protected using advanced encryption standards, ensuring only authorized users have access.
  • Multi-Factor Authentication (MFA): By requiring multiple verification steps, we add an extra layer of security to safeguard your data.
  • Role-Based Access Control (RBAC): Permissions are managed based on roles, ensuring that only authorized team members can access sensitive information.
  • Continuous Security Monitoring via Vanta: Using Vanta ensures continuous security monitoring and automation, helping us meet high compliance standards like ISO27001 and SOC 2.
  • Data Retention and Secure Deletion: We securely store your data based on strict retention policies and provide automated deletion after inactivity to maintain security without unnecessary storage.
  • Security Audits and Testing: Seamlss undergoes regular third-party audits and penetration testing to identify and address vulnerabilities before they become an issue.
  • ISO27001 Certification Journey: We are actively pursuing ISO27001 certification, a globally recognized standard that will further enhance our information security management system and compliance.

Continuous Monitoring with Vanta

To maintain a high level of security and compliance, Seamlss has integrated Vanta, a leading security automation platform. Vanta helps us with:

  • Continuous Monitoring: Scanning for vulnerabilities and ensuring systems like Office 365, Microsoft Azure, and repositories remain secure and compliant.
  • Compliance Management: Vanta automates the management of policies, procedures, and audits, ensuring we meet the requirements for ISO27001 and SOC 2 certifications.
  • Automated Alerts: In case of any potential security threats, Vanta notifies our team immediately so that we can take action before any data is compromised.

By using Vanta, we streamline our security and compliance efforts, ensuring that your data is always protected.

Data Retention and Secure Deletion

Seamlss employs strict data retention and deletion policies to ensure client information is handled responsibly. After a set period of inactivity (such as 90 days), Seamlss will securely archive and, if needed, delete unused data to minimize risks of exposure.

For clients needing historical data, we offer an archive option, which allows firms to store and restore data as needed. This process ensures that inactive or expired accounts do not pose a risk, while also offering flexible solutions for long-term data needs.

Trusted by Xero: Meeting Rigorous Security Standards

As a certified Xero App Partner, Seamlss adheres to Xero’s stringent security requirements. We undergo annual reviews and maintain compliance with Xero’s standards for protecting sensitive financial and personal data.

  • Annual Security Audits: Each year, we undergo comprehensive security audits to ensure that our platform meets Xero’s high standards for data protection.
  • Data Privacy Compliance: Seamlss complies with global data privacy standards like GDPR and CCPA, ensuring your client information is protected in all jurisdictions.
  • API Security: Our integration with Xero uses secure API connections, following best practices for data exchange between the platforms.

By meeting Xero’s security requirements, we provide our clients with a trusted, secure platform that integrates seamlessly with their existing tools.

ISO27001 Certification: On Our Way to the Highest Standards

Seamlss is currently on the path to achieving ISO27001 certification, a globally recognized standard for information security. This certification demonstrates our commitment to implementing the highest standards for managing risks related to data security, privacy, and protection.

Once certified, Seamlss will be aligned with the best practices in the industry, giving you additional confidence in our security protocols.

Backup and Disaster Recovery

Seamlss ensures that your data is not only secure but also recoverable. We employ regular backups of all client data to prevent data loss in the event of an unexpected outage. For inactive accounts, data can be securely stored offline and restored upon request, giving you flexibility while maintaining security.

Seamlss: Security-Driven Innovation

At Seamlss, we’re committed to ensuring every interaction on our platform is secure. With our advanced security features, continuous monitoring, and commitment to achieving ISO27001 certification, we provide accounting firms with a reliable, secure solution to manage their client onboarding and data.

 

Accountants that trust us:

Cameo Ashe
Cameo Ashe
Owner Director
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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
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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
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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
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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.
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