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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
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Clients

7
  • Onboard your first client
  • Add Clients
  • Client List
  • Client Smart Links
  • Client Verification step-by-step guide
  • Client Verification Guidelines
  • Transfer Client From Another Firm
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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
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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
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Leads

6
  • Importing from XPM Lead Manager
  • Leads Overview
  • Add Leads
  • Lead Categories
  • Import Leads
  • Client Lead Generation
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Templates

2
  • Creating Engagement Letter Templates
  • Creating Email Templates
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Settings

5
  • Branding
  • ATO Agent Linking
  • Integrations
  • Add Firm Users
  • Notification Settings
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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
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Re-Engage

1
  • Stacking Fetch Forms
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Integrated Apps

4
  • Zapier Integration
  • Connect XPM with Seamlss
  • Ignition Client Onboarding Referral Link
  • Sign in with Xero
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Dashboard

5
  • Imported Client Leads
  • Re-Engage
  • Actioned Requests
  • Follow Ups
  • Audit History
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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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  • Help For Clients

Help For Clients

Client help

  • 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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  • Interactive Live Demo
  • onboarding options
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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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