The Australian Taxation Office (ATO) and the Tax Practitioners Board (TPB) have recently reinforced their expectations for Client ID verification requirements, clarifying that many firms may not be meeting compliance standards. A major misconception? Client-Agent… ATO ID Verification Compliance: Are Your Checks Still Valid?
Engagement Letters: A Growth Tool, Not Just a Legal Requirement Many firms view engagement letters as a compliance necessity—a document that simply outlines scope and protects against risk. While that’s true, they can be much… How to Craft Engagement Letters That Win Better Clients
Why Engagement Letters Matter More Than Ever An engagement letter isn’t just paperwork—it’s a legal safeguard, a compliance necessity, and a business protection tool for accounting firms. Yet, many firms either overlook them entirely, fail… Engagement Letters: The Secret Weapon to Protect & Grow Your Firm
Not every client is a good fit for your firm. Whether it’s consistent late payments, excessive demands, poor communication, or a fundamental misalignment of values, continuing to work with problematic clients can drain your resources… How to Disengage Low-Value Clients and Boost Your Firm’s Profitability
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Decision fatigue in client onboarding is a hidden productivity killer that many accounting firms don’t realise is holding them back. Onboarding should feel smooth—not mentally draining. Yet, many firms unknowingly create “decision traps” that lead… The Hidden Cost of Decision Fatigue in Client Onboarding (& How to Fix It)
Discover how Seamlss simplifies client onboarding for accounting firms by automating workflows, eliminating manual errors, and improving client satisfaction. Streamline lead management, validate data, and scale your firm with ease
Table of Contents Key Challenges with ATO Client-Agent Linking How to Address These CAL Challenges How Seamlss Simplifies Client-Agent Linking Benefits of Using Seamlss for Client-Agent Linking In today’s fast-paced, digital-first world, the process of… ATO Client-Agent Linking: Complete Guide for Accounting Firms (2024)
Recently announced, Xero Practice Manager’s (XPM) Lead Manager feature is being retired. For firms that have relied on this tool for tracking and managing client leads, the shutdown is Sept 25th 2024 —and the time… XPM Lead Manager Shutting Down: How to Seamlessly Transition to Seamlss
Early this month, Xero announced they will no longer support the Lead Manager function of XPM. After the 25th of September 2024, the feature will no longer be usable. Due to this announcement, we have… XPM Lead Manager Sunsetting and What it Means For You
