--- title: Client Links description: "### **Why Use Client Links?** - Save time by automating data collection. - Reduce errors with structured forms. - Ensure secure, compliant handling of client data. - Simplify client onboarding and re-engagement. [Setup Client Smart Links | Automate Onboarding &…" url: "https://seamlss.com.au/help/client-links/" updated: "2026-09-13" category: Clients --- # Client Links ### **Why Use Client Links?** - Save time by automating data collection. - Reduce errors with structured forms. - Ensure secure, compliant handling of client data. - Simplify client onboarding and re-engagement. [Setup Client Smart Links | Automate Onboarding & Client Engagement](https://www.youtube.com/embed/zhU4X6SSLts?feature=oembed&enablejsapi=1) --- ### **Step 1: Navigate to Client Links** 1. From the Seamlss dashboard, click on **Clients** in the left-hand menu. 2. Select the **Client Links** tab at the top of the screen. 3. Click the **Add Client Link** button to create a new link. --- ### **Step 2: Configure Basic Settings** 1. **Client Client Link Name**: Enter a clear, descriptive name for your link (e.g., "Client Onboarding Form" or "Tax Planning Pre-Work Form"). 2. **Description**: Write a short explanation of what the link is for. Example: *"Streamline your onboarding process by completing this form. Share essential details about your business to help us set you up for success and deliver the best possible service."* --- ### **Step 3: Set Actions (Optional)** Customise the actions you’d like clients to complete after accessing the link: 1. **Entities**: - *Require Individual Client Details*: Ensure clients fill out their personal or business details. - *Allow New Clients to Select Their Own Entities*: Let clients add their business entities during onboarding. - *Require Existing Clients to Review Current Entities*: Request that clients verify and update existing information stored in Seamlss. 2. **Default Identity Verification Method**: Choose how identity verification should occur: - *None*: No verification required. - *Manual Identity*: You or your team will manually verify client details. - *Client-Actioned Identity Verification*: Clients upload identity documents directly. Select one of the following methods: - *Visual Identity + ATO Source Identity*: Requires one ATO document and one identity document (e.g., driver’s licence). - *Visual Identity + 2 ATO Source Documents*: Requires one identity document and at least two ATO documents. --- ### **Step 4: Attach Fetch Forms** 1. Click **Add Custom Form** to attach a pre-created [Fetch Form](https://seamlss.com.au/news/tag/seamlss-fetch-forms/) relevant to the link (e.g., "BAS Quarterly Form"). 2. Choose the appropriate Fetch Forms for the type of client interaction. --- ### **Step 5: Include Additional Options** 1. **ITR Forms**: Tick the boxes for the relevant financial years if you need clients to submit Individual Tax Return (ITR) information. 2. **Engagement Letter**: - Select an [engagement letter template](https://seamlss.com.au/help/creating-engagement-templates-with-seamlss/) to send with the link (e.g., Engagement Letter (Default)). - If the client has already signed an engagement letter, tick **Skip Signing Engagement Letter by Client.** --- ### **Step 6: Activate and Save** 1. Ensure the **Link Active** toggle is enabled. This makes the link accessible to clients. 2. Click **Save Client Link.** --- ### **Step 7: Share the Link** Once the Client Client Link is saved, you can share it with your clients through: - **Email**: Include the link in email templates or direct client communication. - **Website**: Add the link to your website for easy access. - **QR Code**: Create a QR code using tools like Canva, and include it in printed materials. - **Shortened Links**: Use Bitly or similar services to generate client-friendly URLs. --- ### **Monitoring and Managing Client Links** 1. Return to the **Dashboard** to monitor and follow up with clients. 2. Edit or deactivate a link by clicking the respective **Edit** or **Delete** buttons. --- ### **Tips for Success** - Always use clear and client-friendly language in the link name and description. - Test the link before sharing it with clients to ensure all actions are functioning properly. - Automate reminders to follow up with clients who have not completed the form. ## **Make It Shareable** **Maximise Engagement with Client Links** To get the most out of Seamlss Client Links, you’ll want to make them easily accessible and shareable across multiple channels. Here are the **best ways** to do just that: --- ### **1. QR Codes: Instantly Accessible in the Physical World** - **Office Posters & Business Cards:** Generate QR codes for your links using Canva or **[QRCode Monkey](https://www.qrcode-monkey.com)** and place them on posters, business cards, or brochures in your office. 👉 *Tip:* Use branded QR codes with your logo for a professional touch. **[Learn how with Canva here](https://www.canva.com/qr-code-generator/)[.](#)** --- ### **2. Website Embeds: One-Click Access Anytime** - **Dedicated Client Pages:** Embed Client Links on **onboarding pages, resource sections, or in your FAQ** to allow clients to access them anytime. - **"Get Started" Buttons:** Create a CTA button on your homepage or client portal that directs clients to the appropriate forms. 👉 *Tip:* Work with your website builder to ensure mobile-friendliness and quick load times. --- ### **3. Email Campaigns: Share Links Proactively** - **Welcome & Follow-Up Emails:** Include links in automated emails when onboarding new clients, confirming appointments, or requesting tax-related data. Example: “Click **[here]** to upload the required tax documents before your meeting.” - **Email Signatures:** Add links to your team’s signatures with phrases like: “New client? Start your onboarding journey **[here]**.” --- ### **4. SMS Messages: Send Links Instantly** - **SMS Reminders via Services like Twilio:** Send direct links through SMS for urgent tasks like BAS or tax return submissions. 👉 *Tip:* Use this for time-sensitive requests, especially when clients may be on the go. Example SMS: *“Hi [Client Name], click the link to complete your tax document upload: [Client Link].”* --- ### **5. Zapier Automations: Combine with Other Triggers** - While Seamlss does not directly trigger Zapier, **Client Links can be included as part of automated workflows.** - Example: When a **proposal is accepted in Ignition**, Zapier can trigger an automated email containing the Client Link. 👉 *Tip:* Use Zapier to automate sending links through email marketing tools like MailerLite or Gmail. --- ### **6. Proposal Tools: Embed Links in “Next Steps” Sections** - Add Client Links directly to your **proposal acceptance pages or follow-up emails** via tools like Ignition or Practice Ignition. - Example: After a proposal is signed, clients can immediately access their onboarding form without needing separate instructions. **[See how to integrate with Ignition here.](https://seamlss.com.au/help/ignition-onboarding-referral-link)** --- ### **7. Social Media or Newsletters: Broaden Reach** - **Share links through posts** on LinkedIn, Facebook, or client newsletters for common scenarios like tax planning or quarterly reporting deadlines. 👉 *Tip:* Include client-friendly explanations and seasonal hooks like “It’s tax time, submit your info easily using this link!” --- ### **8. Client Portals: Embedded Access** - Embed the links in a **client portal** or document management system where clients can access, view, and complete forms on demand. 👉 *Tip:* Ensure mobile compatibility to allow seamless access from smartphones. --- By following these tips, you’ll ensure your clients can quickly access and complete their forms, keeping your firm’s workflow smooth and efficient! 😊 For an overview of what Client Links do and how firms use them, see [Client Links](https://seamlss.com.au/client-links/).