Getting Started 4 Set Up Your Firm With Seamlss Register Now Log In using Xero Sign In Add Yourself as a Client
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 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
Leads 6 Importing from XPM Lead Manager Leads Overview Add Leads Lead Categories Import Leads Client Lead Generation
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 4 Zapier Integration Connect XPM with Seamlss Ignition Client Onboarding Referral Link Sign in with Xero
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
