Streamline Your ATO Agent-Client Linking Process
Designed for Australian Accounting Firms: Simplify how you handle ATO agent-client linking with our tailored, easy-to-follow guide.
We have a lot of settings and customisations available for firms to ensure it’s a smooth process for clients.
Simple for clients
Are you struggling with the ATO's agent linking process? We know it can be complex and time-consuming. That's why we've created a straightforward guide to make your life easier.
Clients will easily walk through and follow the guide with all the right details and links at their finger tips.
Say goodbye to confusion with tracking and reminders
Send email reminders and keep track of linked entities, allowing your admin team to handle and manage the process seamlessly.
No more confusion as your team can see exactly where things are at.
Linking complete notifications
Revolutionise your firm's client communication with Seamlss' intuitive notification system. Effortlessly stay informed of client progress in real-time, ensuring a seamless and interactive ATO agent linking process
Watch the whole Agent Linking Webinar (34mins)
Explore the essentials of agent-client linking in our concise webinar. Uncover client onboarding strategies, custom features for Australian users, and efficient communication techniques. Enhance your firm's efficiency by watching this valuable resource tailored for accounting and bookkeeping professionals.
Try it out yourself with a free Seamlss trial:
DOWNLOAD A FREE PDF GUIDE FOR YOUR FIRM NOW
Say goodbye to confusing steps – our PDF for clients guide is clear, straightforward and free
Streamline and automate the process by using Seamlss
FAQ
Frequently Asked Questions (FAQs) on the ATO Agent-Client Linking
The Agent-Client Linking process, introduced by the Australian Taxation Office (ATO), aims to ensure a secure and streamlined interaction between tax agents and businesses, facilitating accurate tax-related information exchange.
This process is designed for businesses and their Tax and BAS agents. It necessitates individuals to have a myGovID to participate.
Entities are required to nominate their agent via the new agent nomination feature in Online services for business before the agent can add them to their client list.
Initially, agents have a 7-day window post-nomination to add the client to their list, extending to 30 days starting 13 November 2023.
Agents won’t receive automated notifications upon client nomination; hence, they should instruct their clients to notify them once the nomination is completed. However Seamlss has a process for clients to notify the firm built into the app.
Agents can generate a report in Online services for agents to view real-time nominations made by their clients.
The rollout is phased, eventually encompassing all entity types with an ABN, excluding sole traders, from 13 November 2023.
Seamlss provides a step-by-step guide during client onboarding to assist both entities and tax agents in navigating this new process seamlessly.
Seamlss aids communication through its customisable email feature post-onboarding, ensuring clients are well-informed about the new process.
Seamlss’s support team is available to provide guidance on resolving challenges encountered during the linking process.
Further Reading
Explore our blog post: Adapting to Agent-Client Linking: A Comprehensive Guide for Accounting Firms.
Ready to simplify the Agent-Client Linking process? Discover how Seamlss can assist you. Get started with Seamlss.
Why Seamlss - 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.