In this article:
Streamlined Client Onboarding Between Accounting Firms
The Ethical Clearances module provides a secure, professional system for managing client transfers between accounting firms. When clients move between firms, both parties have ethical obligations to handle the transition properly. Seamlss streamlines this process with secure communication, document sharing, and compliance tracking.
Getting Started #
What is Ethical Clearances? #
The module handles two scenarios:
- Sending Requests: When your firm is taking on a client currently with another firm
- Receiving Requests: When another firm wants to take on one of your current clients
Key Benefits #
- Secure Communication: All sensitive information exchanged safely within Seamlss
- Professional Compliance: Meets industry ethical requirements automatically
- Document Management: Upload and share clearance letters and supporting documents
- Status Tracking: Monitor request progress with clear status indicators
- Audit Trail: Complete record of all communications for compliance purposes
Access Methods #
Internal Users: Navigate to Ethical Clearances from your Seamlss dashboard
External Users: Receive secure email invitation with time-limited access link (10 days)
Security Features #
- Two-Factor Authentication: Mobile verification required for external access
- Encrypted Communication: All data protected during transmission
- Secure Document Sharing: Upload TFNs, financial records, and other sensitive information safely
- Time-Limited Access: External links expire automatically for security
