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Onboard your first client

In this article:

Add Client #

Create a new request

Select Client Request..

From the Dashboard, click the Request button in the top right corner.

Add the Contact and Entity

  1. In the new request screen, use the search bar to find existing clients, or click Add a new client button on the right-hand side.
  2. Enter the Contact details – first name, last name, email, and phone number. The Contact is the primary person you are communicating with.
  3. Add the Entity – this is the individual or company being onboarded. Enter the Entity name, email, and phone number.
  4. You can add additional Contacts to the request if needed.
  5. Assign a Partner and Account Manager to the client.
  6. Click Add Client.

Select the Entity

Choose which Entity you want to include in this request. There may be multiple Entities linked to the Contact, but you can start with the one you need.

Requesting a Company, Trust, SMSF, and Trust with Trustee company will require the client to complete extra steps in order to finish the onboarding. Only do this if you have confirmed the client has this.

Add forms #

  1. Select the forms to attach to the request. For example:
    • Tax return information form
    • ITR form
    • Any other custom forms your firm uses

Add ID verification

  1. Attach an ID verification method to the Contact. For example, select Stripe DVS and assign it to the relevant Contact.

Engagement Letter #

By leaving this unticked, Seamlss will automatically add the client’s name and all their entities to the bottom of the engagement letter. At the end of the process they will be asked to sign the letter electronically. The engagement terms are set out in the Engagement Letter template.

If you do not require an engagement letter, tick the skip engagement letter box. You may do this if you already have a signed letter or will be requesting an engagement letter signed via a proposal later. If this client has already signed an engagement letter tick this option so they don’t have to sign again during onboarding.

Review and send #

Review the list of required items included in the request.

Optionally, deploy a job to XPM and match the client.

Select a Welcome Email template.

To send the request via email, leave the welcome email ticked and click Send Request.

If you prefer to send the link manually, untick the email option and use the Copy Link button after the request is created.

Send Request Now #

Tick Send Email Request to Client. The email will contain your standard welcome message, along with a button invitation to enter their data into your branded Seamlss portal.

If you do not tick this box, the client will NOT recieve their invitation to onboard.

At this point you also have the option to send an additional personalised message to the client.

After sending #

Once the request has been sent, the client will appear on your Dashboard with the number of outstanding items shown.

From the Dashboard, use the three-dot menu on any request to:

  • Send SMS – Send a text prompt to the client
  • Resend – Resend the request via email
  • Duplicate – Create a copy of the request
  • Cancel – Cancel the request
  • Delete – Remove the request entirely
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