Launch jobs instantly from requests, re-engagements, and onboarding, no more double handling We’ve all been there. A client request comes through Seamlss, you gather all the information, get everything signed… then you switch to XPM…
Introducing the new Ethical Clearance module: because client transfers shouldn’t be painful Let’s be honest about ethical clearances. They’re a nightmare. You send a perfectly professional request to another firm, and then… nothing. Weeks go…
#SeamlssOnTour Xerocon Brisbane was a blast, and we’ve got a stack of Seamless stubby coolers ready to go to good homes. Here’s the deal: we’re giving away a full year’s subscription to one lucky firm…
Practical strategies, actionable checklists, and proven frameworks to transform XeroCon from an overwhelming expense into your practice’s best investment this year. The Bottom Line Up Front: Most firms waste their XeroCon investment by showing up unprepared…
XeroCon Brisbane 2025 is just around the corner, and we couldn’t be more excited to connect with the accounting community at Australia’s biggest cloud accounting event. Whether you want to see our latest developments, have…
Want to build teams that actually work? Picture this: Sarah, a qualified accountant earning $80,000 a year, sits across from a new client. For the first fifteen minutes, she asks questions like “What’s your phone…
It’s July. Again. Your phone won’t stop ringing. Clients are suddenly remembering they need tax returns done. Your admin team looks exhausted: they’ve been manually sending hundreds of follow-up emails this week alone. And you’re…
Remember when you used to actually look forward to client meetings? Before they became 10-minute data entry sessions disguised as professional consultations? Here’s what happened to Sarah last Tuesday. New client, tax return appointment, premium…
Stop rebuilding workflows from scratch every time. Here are the proven templates that accounting firms actually use to eliminate chaos and build predictable systems. What You’re Getting Remember that Monday morning feeling when everything seems…
Picture this: It’s Monday morning. Rachel, a practice manager in Toowoomba, opens her emails to find 47 client responses scattered across different platforms. Half are incomplete. Three clients have sent bank statements via email (security…
