Set Up Your Firm
(approx. 5 minute
Customise Seamlss to match your firms branding
- Add firm name
- contact details
- customise templates
- edit firms terms of engagement to be electronically signed by clients
How Seamlss Works
Watch Seamlss show you how to dramatically cut onboarding time, easily.
Our 3 Step Demo
1. Onboard a Client
(30 seconds or less)
A clients first name, last name, email, and phone number is all that's required to get started.
2. Verify Clients
(approx. 1 minute)
Client verification made easy
Verification methods used by Seamlss, means agents must meet the following.
Step 1
Ensure that client details match ATO records (full name, TFN, DOB)
Step 2
Verify any 2 additional pieces of information using a combination of verification methods in table.
See more here
Know Your Clients - Check client documents to verify their identity in line with the ATO requirements.
3. Inject into Xero Practice Manager (XPM)
Add clients to XPM Directly from the Dashbord or the client screen. Select ‘Push to XPM’ to synchronise data.
See how it looks for your clients
(approx. 5 minutes)
Clients click on a secure link, add SMS Code and fill in their form
Clients onboard, add their personal data, a company and even e-sign your firms engagement letter.
Client Re-Engagement
(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.