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.
This Demo covers essential techniques to re-engage clients, collect EOFY files and data effectively using the Seamlss platform
Learn how to seamlessly sync data from Seamlss to Xero Practice Manager (XPM)
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.
(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.
(approx. 1 Minute)
Clients can securely, quickly and easily verify their ID from a Desktop or Mobile device.
To see and learn more, book a demo with our founder Clayton Wood, who has over 15 years as an accountant and advisor.
