Onboarding clients is a massive pain point for a lot of accountants. The old ways of doing things just aren’t practical and it’s time to automate the process. Seamlss erases that barrier by combining the tools needed to collect client data, identify clients to meet the ATO and TPB standards, sign engagement letters, inject data to XPM and packages them inside a simple and intuitive app. Find out more on how can empower your firm to onboard clients quickly and easier than ever before with Xero App Store partner Seamlss
Automated onboarding with Seamlss & Xero Practice Manager – Webinar
- by Clayton Wood
Tags:accountingapp integrationATOautomated onboardingclient onboardingefficiencyengagement lettersSeamlssTPBwebinarXero App StoreXero Practice ManagerXPM