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Effortless Data Collection Starts Here

Automate onboarding, tax compliance, and client engagement with customisable, secure Client Smart Links.

What are Client Smart Links?

Client Smart Links are shareable, customisable links designed to collect essential information from clients without the hassle of back-and-forth emails.

Real-World Use Cases: How Seamlss Client Smart Links solve common pain points

Discover how firms like yours are saving time and improving accuracy by using Client Smart Links to automate tasks like onboarding, BAS submissions, tax planning, and compliance reporting. Watch these short demos to see the difference in action.

Onboarding New Clients

Collect key client details, including business structure and contact info, all without email follow-ups.

Quarterly BAS Data Collection

Gather financial data like sales, GST, and expenses to streamline BAS reporting.

Re-Engagement with Existing Clients

Reconnect with clients, update records, and confirm ongoing service needs.

Tax Planning Pre-Work

Ensure you have complete client data before meetings, enabling better tax savings strategies.

Tax Return Preparation

To prepare your tax return efficiently, gather key documents like income statements, deductions, and investment records at any time.

How Client Smart Links Work

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 to 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.

Create a Client Smart Link

Select the type of task and generate the link in seconds.

Attach Forms and Templates

Include onboarding forms, tax documents, or compliance requests.

Share the Link

Send the link via email or embed it on your website.

Make Client Links Work for You Everywhere

Maximise the effectiveness of Client Links by sharing them through multiple channels to streamline client engagements

Embed Directly on Your Website

Tip: Place links on client portals, service pages, or onboarding areas for quick access.

Send in Email Campaigns

Tip: Include links in client engagement emails or automated onboarding flows via tools like MailChimp or HubSpot.

Deliver via SMS or Text

Tip: Share links through SMS or messaging apps for fast client responses. Integrate with Twilio or Zapier.

Create QR Codes for Instant Scanning

Tip: Generate QR codes using Canva or QRCode Monkey and place them on business cards, posters, or letters.

Add to Proposal Tools

Tip: Embed links in proposal software like Ignition for a smoother proposal-to-onboarding experience.

Automate with Tools like Zapier

Tip: Automate the distribution of links via triggers from signed contracts or onboarding forms.

Onboard into Xero Practice Manager

Seamlss is a Xero Connected App, integrating seamlessly with Xero Practice Manager for efficient client management

We're Xero App Partners

Confidence to connect to Xero Practice Manager