Watch How Hundreds of Firms Transformed Their Client Process
From first contact to finished tax return - see the complete client journey that saves firms 6+ hours every week
- XPM Native Integration
- ATO Compliant
- Australian Built & Supported
- Verification process
- Client onboarding
- Document collection
See how it works as a client
What Challenge Can We Solve For You Today?
New Client Onboarding
Document Collection
Compliance & Verification
Tax & BAS Preparation
From Lead to Loyal Client in 10 Minutes
Watch the complete onboarding process that eliminated 73% of admin time for our firms
1. Improve Your Client Onboarding with Seamlss
This video demonstrates the complete client onboarding process, including the client's perspective on data entry and verification, followed by the firm's steps to verify and integrate data into XPM.
2. Client Re-Engagement Process
This Demo covers essential techniques to re-engage clients, collect EOFY files and data effectively using the Seamlss platform
3. Client Agent Linking
4. Push Data to Xero Practice Manager (XPM)
5. Collect Client Data Securely with Fetch Forms
Learn how to seamlessly sync data from Seamlss to Xero Practice Manager (XPM)
Setup Your Firm in 10 Minutes
Customise Seamlss to match your firm’s branding
- Add firm name, logo & branding
- Contact details
- Customise templates or use ours
- Add your firm’s engagement letter to be electronically signed by clients
- Set up notifications
- Add agent linking details
See how it looks for your clients
Clients click on a secure link in email, adds SMS Code and fills in their form
Clients onboard, add their personal data, a company and even e-sign your firms engagement letter.
Client Re-Engagement on Mobile Phone
(approx. 5 minutes)
Clients can add or update their details and digitally sign your engagement letter.
Clients onboard, add their personal data, a company and even e-sign your firms engagement letter.
Client Verification Via Stripe Verify
(approx. 1 Minute)
Clients can securely, quickly and easily verify their ID from a Desktop or Mobile device.
Start onboarding your customers now
Book a Seamlss Demo
To see and learn more, book a demo with our founder Clayton Wood, who has over 15 years as an accountant and advisor.