Clients - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms

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Getting Started

6

Start with the Setup page
Set up your firm in Seamlss
Register your firm
Sign up with Xero
Add yourself as a client
Google Meet Issues

Clients

12

Each person needs their own email and mobile
Send a client request
Managing Groups
Managing Contacts
Understanding Contacts, Clients and Groups
Onboard your first client
Add a client
Client List
Client Links
Verify a client, step by step
Choose an ID check method
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

Forms

9

Using InstaSend to Quickly and Securely Send Files
How to Use Insta Fetch for Fast Client Requests
Managing Forms
Adding Template Forms
Creating Forms
Editing Forms
Seamlss Fetch
Stacking Fetch Forms for ITR
Stacking Fetch Forms for EOFY

Leads

6

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

Templates

2

Creating Engagement Letter Templates
Creating Email Templates

Settings

8

General settings
When notifications don’t arrive
Branding
Firm Settings: ITR Options
ATO Agent Linking
Integrations
Add and manage 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

7

Connect to SuiteFiles
Connect to O365 Sharepoint
FYI Integration with Seamlss
Zapier Integration
Connect XPM with Seamlss
Ignition + Seamlss: Using Client Links for Client Onboarding
Sign in with Xero

Re-Engage

1

Customising Templates

Dashboard

4

Dashboard Overview
Reports Overview
Imported Client Leads
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

Ethical Clearances

4

Client Offboarding
Responding to Clearance Requests
Sending Clearance Requests
Seamlss Ethical Clearances Overview

Job Manager

1

Deploy Jobs to XPM

AML and Identity

2

AML Compliance Hub
Using the AML Risk Assessment tool

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Clients

Clients

Each person needs their own email and mobile
Send a client request
Managing Groups
Managing Contacts
Understanding Contacts, Clients and Groups
Onboard your first client
Add a client
Client List
Client Links
Verify a client, step by step
Choose an ID check method
Transfer Client From Another Firm

Client onboarding, identity verification and AML for Australian accounting and bookkeeping firms.

Rated 4.9 on the Xero App Store and Google

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