---
title: Start with the Setup page
description: Set up your Seamlss account with the two required steps and six recommended steps. Cover branding, email notifications, integrations, users, and your first request so the firm is ready to roll.
url: "https://seamlss.com.au/help/setup-guide/"
updated: "2026-10-01"
category: Getting Started
---

# Start with the Setup page

Setup is where every firm starts in Seamlss. It lists what to set up before your first client and ticks each step off as you go.

**In Seamlss:** **Setup**, at the bottom of the left-hand menu.

[Open Setup](https://seamlss.app/Dashboard/Setup)

![The Seamlss Setup page. Required: Setup your brand and Customise your engagement template, both ticked. Highly recommended: communication messages, notification recipients, client-agent linking details, set yourself up as a client, and 2FA security.](https://seamlss.com.au/wp-content/uploads/2026/10/seamlss-setup-page-2026-2.png)
The Setup page with both required steps done.

## Do these two first

1. Set up your brand
   Go to [**Settings**, **Branding**](https://seamlss.app/Dashboard/Settings) and add your organisation email, logo and brand colour. The organisation email is the reply-to address on everything your clients receive. Logo sizes are in the [Branding guide](https://seamlss.com.au/help/branding/).
   ![Settings, Branding: Organisation Name, Organisation Email, Organisation Contact Name and Logo, filled in for an example firm.](https://seamlss.com.au/wp-content/uploads/2026/10/seamlss-branding-fields-2026.png)
2. Customise your engagement template
   Open **Templates** and replace the starter letter with your own. Paste your wording as plain text, because text copied straight from Word keeps hidden formatting that breaks the merge tokens. [Creating engagement letter templates](https://seamlss.com.au/help/creating-engagement-templates-with-seamlss/) walks through it.

When both are done, Setup shows **Required Setup Complete! Let's Start**.

**Can I start before this?** Yes. You can send requests before setup is done. Until it is, other pages show a reminder banner, and your clients see the default name, logo and letter instead of yours.

## Then work through these

Setup marks these as highly recommended.

1. Customise your communication messages
   These are the welcome and request emails your clients receive. See [Creating email templates](https://seamlss.com.au/help/creating-email-templates/).
2. Set your notification recipients
   Go to [**Settings**, **Notifications**](https://seamlss.app/Dashboard/Settings#notifications) and give each notification a recipient. A notification with no recipient reaches nobody, and nothing on screen tells you.
3. Set your client-agent linking details
   Lets clients link your firm as their tax or BAS agent while they onboard. See [ATO agent linking](https://seamlss.com.au/help/ato-agent-linking/).
4. Set yourself up as a client
   You see exactly what your clients see, before they do. See [Add yourself as a client](https://seamlss.com.au/help/add-yourself-as-a-client/).
5. Turn on 2FA
   Two-factor authentication on your own login, set from [**Settings**, **Users**](https://seamlss.app/Dashboard/Settings#users). The ATO requires it for anyone handling sensitive client data. [Add firm users](https://seamlss.com.au/help/add-firm-users/) has the steps.

## Something not working?

 “Required Setup Complete” doesn't appear

One of the brand fields is still empty. Go to [**Settings**, **Branding**](https://seamlss.app/Dashboard/Settings) and check the organisation email, logo and brand colour are all filled in.

Notifications aren't arriving

Each notification needs a recipient. Go to [**Settings**, **Notifications**](https://seamlss.app/Dashboard/Settings#notifications) and check the recipient field for that notification isn't empty.

A colleague can't join your firm

They registered their own Seamlss account instead of being added by you. Add them from [**Settings**, **Users**](https://seamlss.app/Dashboard/Settings#users). If Seamlss says their email is already in another organisation, contact support and we'll move them across.

Still stuck? [Contact support](https://seamlss.com.au/support/) and tell us what you see.

## Want a hand?

Book a Setup Success Session

A 30-minute walkthrough of your setup with the Seamlss team. $330 inc GST.

[Book a Setup Success Session](https://meetings-eu1.hubspot.com/meetings/clayton-wood/seamlss-setup-success-session)