Everything a new firm does, from registering to sending the first client request, in the order most firms do it. Each step links to its own guide.
Joining a firm that already uses Seamlss? Don’t register. Registering creates a separate firm. Ask your firm’s admin to add you from Settings, Users, and you’ll get an invitation by email.
Your first hour #
Register your firm
Fill in the sign-up form. See Register your firm. We recommend the form over signing up with Xero, which means extra work later.
Confirm your email and log in
Select the link in the confirmation email, then log in.
Work through Setup
Your brand and engagement letter first, then the recommended steps. See Start with the Setup page.
Add your team
Add each person from Settings, Users rather than letting them register. See Add firm users.
Add yourself as a client
So you see what your clients see. See Add yourself as a client.
Connect XPM, if you use it
Send your first request
Select + Request at the top of any screen.
Prefer video? #
Want a hand? #
Book a Setup Success Session
A 30-minute walkthrough of your setup with the Seamlss team. $330 inc GST.
