Tech startup co-founder of Seamlss. Managing director of accounting and bookkeeping firm Business Edge Advisors. Owner operator of Escape Room Albury
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
Stepping into Xerocon as a Xero App Partner for the first time was nothing short of exhilarating. While I’ve attended Xerocon multiple times with Business… Read More »OMG – What an Epic Xerocon Experience!
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
Discover TaxFlow, the game-changing solution by Seamlss set to redefine ITR collection for the 2023 tax season. Dive into a seamless tax preparation experience tailored for modern accounting firms, ensuring efficiency, client satisfaction, and growth.
Discover how customisable templates on platforms like Seamlss are revolutionising the creation and management of engagement letters. Streamline your client onboarding process, ensure compliance, and enhance client experience with automated and secure solutions.
“Get ready for EOFY 2023 with our comprehensive guide. Learn how to update your processes to meet new verification requirements, simplify tasks for your team, and enhance client experience. Discover how Seamlss can help you collect ITR data, sign engagement letters, and verify clients with ease. Plus, for new clients, our Zapier connection or Lead link makes onboarding a breeze. Now, you can also collect sensitive documents securely with Seamlss Fetch forms and templates. Start preparing today for a smoother EOFY
Unveiling the future of client engagement in accounting, our recent webinar with Amy Holdsworth of Clarity St. introduced ‘Seamless,’ a game-changing app set to revolutionize client onboarding. Dive into our recap for insights on enhancing your client relationships and streamlining your processes.
As we approach the end of the financial year (EOFY) and the start of the 2023 tax season, accounting and bookkeeping firms are gearing up… Read More »Unveiling Seamlss Fetch: Your Essential Tool for Efficient EOFY Data Collection
