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Clayton Wood

Tech startup co-founder of Seamlss. Managing director of accounting and bookkeeping firm Business Edge Advisors. Owner operator of Escape Room Albury

Enhance your client onboarding process with Seamlss' new bulk verification feature. Streamline your workflow, improve efficiency, and ensure a seamless experience for your clients. Try it today and optimize your client management like never before.

Seamlss’ Bulk Verification Feature

Transform your client onboarding process with Seamlss’ latest feature – bulk verification. Say goodbye to manual verification hassles and streamline your workflow like never before. With bulk verification, you can easily verify multiple clients’ information in one go, ensuring accuracy and data integrity. Enhance efficiency, reduce errors, and provide a seamless onboarding experience for your clients. Experience the power of automation and take your client management to the next level. Try Seamlss’ bulk verification feature today and revolutionize your client onboarding process.

ATO identity verification, best practices, Seamlss Tags: ATO, identity verification, tax practitioners, best practices, Seamlss, compliance

ATO Identity Verification Best Practices: Safeguarding Your Clients and Firm

ATO identity verification is essential for safeguarding your clients’ information and maintaining the integrity of the Australian tax system. As tax practitioners, it’s crucial to follow best practices to protect your clients and firm from identity theft and fraud. By understanding the importance of ATO identity verification, adhering to the requirements, and implementing effective strategies, you can better protect your clients, your practice, and the Australian tax system. Utilizing tools like Seamlss can streamline the verification process and ensure compliance with the ATO requirements, allowing you to focus on providing exceptional services to your clients.

Client Verification with Source Documents

The Power of Source Document Verification with Seamlss

The ATO and TPB are now placing more importance on verifying your clients’ identities before engaging in business with them. But did you know that Seamlss offers a unique solution that differentiates it from other identity verification software? That solution is the Source Document Verification process in Seamlss.