If you’re a firm owner, you know how tedious it can be to manually enter your clients’ information. That’s why we’re excited to announce the launch of Seamlss Data Centre, a new feature that allows you to import clients in bulk from various practice management tools.
With Seamlss Data Centre, you can easily export client data from tools like XPM, MYOB AE and AO, and more. This data can then be uploaded to Seamlss for bulk client importing and identity checks, making the client onboarding process faster and more efficient. To help things along, there’s also a CSV template from the Seamlss dashboard that allows you to easily prepare your data and assist in the import process.
Import Clients, Re-engage Clients
Once you have imported all your client’s data into Seamlss, you can use our Re-engage feature to send annual engagement letters to all clients in bulk. This is a great way to keep track of your annual compliance obligations and ensure that all clients have up-to-date agreements in place. While clients are in the Seamlss system, they can also update and confirm their details, ensuring that your records are always accurate. You can choose to use this feature annually, or before preparing a job for a client each year. This will streamline your compliance processes, save time, and ensure that your clients are always engaged and informed.
Bulk Identity Checks
The bulk import feature in Seamlss’ Data Centre also allows you to perform bulk identity checks. You can request clients to upload identification documents, and this will allow the clients and firm to perform the necessary verification checks on each client’s identity, in bulk. This saves your team a significant amount of time and effort, as they don’t have to manually input each client’s information one by one and send off dozens or hundreds of requests. With this feature, you can ensure that your clients’ identities are verified in a timely and efficient manner, giving you peace of mind and ensuring compliance with regulatory requirements.
By using Seamlss Data Centre, you can save time, reduce errors, and improve the efficiency of your client onboarding process. Plus, with the added benefit of re-engagement, you can ensure that your client’s information is always up-to-date.
Try Seamlss Data Centre today and experience the ultimate solution for bulk client imports.