AML/CTF, built into onboarding
Your AML work sits in the same app as onboarding. Your firm makes each decision, and Seamlss keeps the record.
How the risk assessment worksBook a Seamlss demo
Spend 30 minutes with Clayton Wood, one of the Seamlss founders, on a live Seamlss account. The demo runs on Thursdays over Google Meet, and your partner or team can join.
Bring your hardest client
- A family trust with its trustees
- A company group with several entities
- Your questions about AML, ID checks, XPM and agent linking
Or start a 14 day free trial, no card needed. The AML tools are on paid plans.
Pick a Thursday time with Clayton
Demos run on Thursdays, 9am to 5pm, for 30 minutes over Google Meet. Book a time with Clayton Wood, one of the Seamlss founders. Bring your partner or team, your hardest client and your questions.
Meet with Clayton Wood
- 30 minutes
- Google Meet
- Thursdays, 9am to 5pm
The calendar opens here, on this page.
Can’t make a Thursday? Watch the walkthrough now, or ask for another time.
Bring these questions to your demo
Clayton shows each of these on a live account, so bring what your firm wants to know about them.
Identity verification
Clients verify their identity inside the request, with a document and selfie check through Stripe Identity or with source documents. Seamlss deletes its copy of the ID documents after 14 days and keeps a log of each check.
See how ID checks workJobs in Xero Practice Manager
Once you confirm a client, Seamlss updates their XPM record and deploys the job, including for leads you are still onboarding.
See the integrationsATO agent linking
Each client gets step by step instructions for linking your firm as their tax agent with the ATO, built from your firm’s details and sent inside their request.
Build your firm’s linking guideOne request instead of the back and forth
Instead of a form, an ID app, an e-sign tool and your inbox, Seamlss puts it all into one request, with reminders and syncing to Xero Practice Manager.
Today
- A PDF or Word form, sent by email
- ID sighted over Zoom or at the front desk
- A separate app for the e-signature
- Details typed into XPM by hand
one request
- Details and documents collected in the request
- Identity verified in the same request
- Engagement letter e-signed in the request
- Sent to XPM once you confirm, without rekeying
What firms say about getting started
From the Xero App Store and Google.
Although we are still in the early stages of implementation, the concept, integration and potential of forms and templates are vast - and with the recent incorporation of ethical clearance, it just keeps getting better. Well done Seamlss!
We have recently added Seamlss to our app stack and it has been game changing! Clayton and his team are all very responsive and this is a great app.
Watch in your own time
For when a Thursday is too far off, or a partner wants to see Seamlss before anyone books.
Try a Seamlss client link yourself
Every Seamlss request opens through a secure smart link, so client information is never sitting behind a URL that anyone could forward or guess. The sample client links work the same way, so you sign in before you see one.
Questions before you book
Pick a topic to see the answers.
Booking a demoWhen demos run, how long they take and what to bring.
- Thursdays, 9am to 5pm
- 30 minutes over Google Meet
- With Clayton Wood
On Thursdays, between 9am and 5pm. Can’t make a Thursday? Watch the walkthrough now, or ask for another time.
30 minutes, over Google Meet, on a live Seamlss account with Clayton Wood, one of the Seamlss founders, so the time goes on your questions.
The clients you find hardest to onboard, such as a family trust or a company group, and your AML questions. Clayton shows how Seamlss handles each one.
Yes. Bring your partner or team to the same Google Meet, so they can ask their own questions.
Trying SeamlssWhat you can see without booking, and help after you start.
- 14 day free trial, no card needed
- Ethical clearances are in the trial
- The AML tools are on paid plans
Yes. Open the sample client links to see what your client sees, or start a 14 day free trial with no card needed. Ethical clearances are in the trial. The AML tools are on paid plans.
Not at the moment. The AML tools are on paid plans, so a demo is the way to see them working before you choose a plan.
Yes. For anything in the app, the support form reaches the team, and they usually reply within a business day. For hands on help, the Firm Success Package adds expert setup and two training sessions for your team.
See Seamlss on a live account
Demos run on Thursdays, 9am to 5pm. Or start a 14 day free trial with no card needed, and ethical clearances are included. The AML tools are on paid plans.