Explore the future of client relations in accounting with our latest article. Discover key trends, the role of technology like Seamlss, and strategies for enhancing client engagement in the dynamic accounting sector. Stay ahead in the industry – read now!
Tech startup co-founder of Seamlss. Managing director of accounting and bookkeeping firm Business Edge Advisors. Owner operator of Escape Room Albury
What does it mean to be recognised as a finalist in the Xero App Awards 2024? For us at Seamlss, it’s a moment of immense… Read More »Celebrating Our Achievement as Xero Awards 2024 Finalist
The new Agent-Client Linking rule from the Australian Taxation Office (ATO) is a big change for accountants and bookkeepers across Australia. It’s meant to make… Read More »Making the ATO’s Agent-Client Linking Easier
The new Agent-Client Linking process introduced by the Australian Taxation Office (ATO) is a notable shift for accounting and bookkeeping firms across Australia. This process… Read More »Adapting to Agent-Client Linking: A Comprehensive Guide for Accounting Firms
TL;DR: Client onboarding is a critical touch point in the client-firm relationship. Many firms struggle with outdated or disjointed tools, leading to inefficiencies and missed… Read More »Missed Opportunities in Onboarding? Here’s How Fetch Forms Fill the Gap!
In the dynamic world of accounting, maintaining active, ongoing client engagement is more than a best practice; it’s a necessity underscored by leading industry bodies… Read More »Re-Engagement Strategies: How Seamlss Helps Firms Reconnect with Clients
In the digital age, security and personalization are paramount. As we’ve transitioned to online platforms for everything from shopping to banking to accounting, ensuring each… Read More »Unique Identification: Addressing the Shared Email Challenge
In the dynamic world of tax practice, the process of client verification stands as a cornerstone in maintaining the integrity and reliability of transactions. The… Read More »Seamlss Source Document Request: Revolutionising Client Verification in Tax Practice
In the dynamic world of accounting, maintaining an active and updated client relationship is paramount. Yet, many firms grapple with the challenge of re-engaging clients… Read More »Unlock Seamless Re-Engagement with Seamlss’s New XPM Bulk Import Feature