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

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Getting Started

3

Set Up Your Firm With Seamlss
Register Now
Log In using Xero Sign In

Clients

5

Add Clients
Onboard your first client
Client Verification step-by-step guide
Client Verification Guidelines
Client List

Client Records

7

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

Forms

1

Creating Form Templates

Templates

3

ATO Agent Linking for Clients
ATO Agent Linking
Creating Engagement and Email Templates

Settings

3

Add Firm Users
Client Lead Generation
Connect XPM with Seamlss

Data Centre

3

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

Integrated Apps

3

Sign in with Xero
Zapier Integration
Ignition Client Onboarding Referral Link

Re-Engage

1

ATO Agent Linking

Onboarding

1

ATO Agent Linking

Dashboard

1

Re-Engage

Help For Clients

5

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

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Stripe identity verifiction for onbording clients for the ATO and TPB

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Albury NSW 2640

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