Quick Start Guide to onboarding Accounting clients with Seamlss

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Getting Started

4

Set Up Your Firm With Seamlss
Register Now
Log In using Xero Sign In
Add Yourself as a Client

Clients

6

Add Clients
Onboard your first client
Client Verification step-by-step guide
Client Verification Guidelines
Client List
Transfer Client From Another Firm

Client Records

8

Client Details
Edit Client Details
Add Entities for a Client
Edit Entities
Client Documents
Push or Import Data to XPM
Import Clients (Zapier)
Archiving and re-instating clients

Leads

6

Importing from XPM Lead Manager
Leads Overview
Add Leads
Lead Categories
Import Leads
Client Lead Generation

Forms

8

Managing Forms
Adding Template Forms
Creating Forms
Editing Forms
Seamlss Fetch
Stacking Fetch Forms
Stacking Fetch Forms for ITR
Stacking Fetch Forms for EOFY

Templates

2

Creating Engagement Letter Templates
Creating Email Templates

Settings

5

Branding
ATO Agent Linking
Integrations
Add Firm Users
Notification Settings

Data Centre

4

Adding Clients to Seamlss
Bulk Imports of Client Data to Seamlss
Export Clients to Seamlss from XPM
Export Clients – Bulk or Single Client Export

Integrated Apps

4

Zapier Integration
Connect XPM with Seamlss
Ignition Client Onboarding Referral Link
Sign in with Xero

Re-Engage

1

Stacking Fetch Forms

Dashboard

5

Imported Client Leads
Re-Engage
Actioned Requests
Follow Ups
Audit History

Help For Clients

6

Your Client Area and requests from your Accountant
Completing your Individual Tax Return details
Source Verification Guide for Clients
How to Verify Your Identity with Stripe
ATO Agent Linking for Clients
Adding Entities from your Client Area

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Client Records

Client Records

A Short guide to get started verifying your clients by using Seamlss to onboard, verify and engage clients.

Client Details
Edit Client Details
Add Entities for a Client
Edit Entities
Client Documents
Push or Import Data to XPM
Import Clients (Zapier)
Archiving and re-instating clients

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Seamlss is a Xero Connected App, integrating seamlessly with Xero Practice Manager for efficient client management

Stripe identity verifiction for onbording clients for the ATO and TPB

Seamlss

549 Hume Street

Albury NSW 2640

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