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
Data Centre 3 Adding Clients to Seamlss Bulk Imports of Client Data to Seamlss Export Clients to Seamlss from XPM
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
