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

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Getting Started

5

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

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

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

10

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
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

6

Branding
Firm Settings – ITR Options
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

6

Connect to O365 Sharepoint
FYI Integration with Seamlss
Zapier Integration
Connect XPM with Seamlss
Ignition Client Onboarding Referral Link
Sign in with Xero

Re-Engage

2

Stacking Fetch Forms
Customising Templates

Dashboard

6

AML Compliance Hub
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

Ethical Clearances

3

Responding to Clearance Requests
Sending Clearance Requests
Seamlss Ethical Clearances Overview

Job Manager

1

Deploy Jobs to XPM

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Creating Engagement Letter Templates
Creating Email Templates

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Home
About Us
Demo
Pricing
Agent Linking
Security
Interactive Live Demo
onboarding options
fbt setup guide

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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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