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
