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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

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  • XPM Native Integration
  • ATO Compliant
  • Australian Built & Supported
  • Verification process
  • Client onboarding
  • Document collection

See how it works as a client

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What Challenge Can We Solve For You Today?

New Client Onboarding

See how to onboard clients in under 10 minutes
New Client Onboarding

Document Collection

Stop the email chaos with InstaFetch
Document Collection

Compliance & Verification

Meet ATO requirements automatically
Compliance & Verification

Tax & BAS Preparation

Streamline EOFY with smart tools
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.

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2. Client Re-Engagement Process

This Demo covers essential techniques to re-engage clients, collect EOFY files and data effectively using the Seamlss platform

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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)

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Setup Your Firm in 10 Minutes

Customise Seamlss to match your firms branding

  • Add Firms Name, Logo & Branding
  • Contact details
  • Customise templates or use ours
  • Add your Firms 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

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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.

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WEBINAR: Complete Walk Through

Date: Thursday
Time: 12:00–1pm

Demo & Integration Q&A

Register for the Webinar