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Banner image for the Seamlss Client Onboarding and Re-Engagement Webinar featuring photos of Clayton Wood and Amy

Engage & then Re-Engage with ease…some might even say, Seamlssly!

June 2, 2023

“Join us for an insightful webinar on June 15, 2023, at 10:30 AM (AEDT) as we explore how Seamlss can revolutionize your client onboarding and re-engagement process. We’ll be joined by Clayton Wood, Founder of Seamlss, to discuss enhancing the onboarding experience, the importance of re-engagement, and how Seamlss integrates smoothly with other apps for effective client lifecycle management. Don’t miss this opportunity to streamline your processes and improve client relationships

Seamlss Client Onboarding Software Streamlining Process for Professional Service Providers

Streamlining Client Onboarding: How Seamlss Outperforms Other Tools

May 22, 2023

In the world of professional services, client onboarding is a critical process. It sets the tone for the client relationship, impacts client retention, and influences the overall client experience. However, traditional onboarding methods can be time-consuming

Featured image illustrating the pivotal role of annual engagement letters in fostering robust client relationships for accounting firms, and how Seamlss streamlines this process

Maximizing Client Relationships: The Essential Role of Annual Engagement Letters for Accounting Firms

May 19, 2023

Delving into the crucial role of annual engagement letters in establishing and maintaining clear client relationships, this article emphasizes their importance for accounting firms. We discuss the advantages, potential challenges, and how the innovative solutions from Seamlss can simplify and streamline this vital process. Explore how engagement letters can protect your firm, prevent misunderstandings, and ultimately contribute to a seamless client experience.

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

May 17, 2023

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.

Enhancing Client Relationships with Annual Engagement Letters for Accounting and Bookkeeping Firms

May 16, 2023

Enhancing client relationships is essential for accounting and bookkeeping firms, and annual engagement letters play a crucial role in achieving this goal. In his latest blog post, Clayton Wood explores the significance of engagement letters and how they establish clarity, legal protection, and trust between firms and clients. While there may be some challenges, such as time-consumption and client confusion, the benefits of sending engagement letters far outweigh the drawbacks. With Seamlss, firms can streamline the process by sending customized letters, tracking responses, and updating client information, ultimately optimizing their client engagement strategies. Don’t miss out on this valuable insight into enhancing client relationships with annual engagement letters.

Power of Client Engagement in Accounting and Bookkeeping

Empowering Accountants and Bookkeepers to Revolutionise Client Engagement and Re-Engagement

May 14, 2023

In the dynamic world of accounting and bookkeeping, client engagement is the key to success. Building strong relationships with our clients goes beyond providing exceptional services. It involves actively connecting, understanding their unique needs, and delivering personalized experiences. With the Seamlss App, accounting and bookkeeping firms can take their client engagement strategies to the next level. From verifying contact and bank details to customizing engagement letters, Seamlss empowers firms to enhance client relationships, foster trust, and deliver exceptional value. Stay tuned to learn more about how Seamlss revolutionizes client engagement in the financial industry

Manual Identity Verification in Seamlss - A powerful tool for accountants and bookkeepers to ensure audit compliance, mitigate fraud risk, and maintain accurate client records through in-person verification

Enhancing ATO Client Verification through Seamlss Manual Identity Verification Feature

May 12, 2023

Discover Seamlss’s new feature – manual identity verification. Designed for accountants and bookkeepers who verify clients in person, this feature provides an efficient and secure way to log crucial details for audit trails. Enhance your compliance processes, protect against fraud, and streamline your record-keeping with this innovative feature.

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

May 1, 2023

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.

Stripe Verify to perform client identity checks

Streamline Your Stripe Identity Checks in Australia

April 25, 2023

Discover how Seamlss integrates with Stripe Identity for bulk identity checks in Australia, simplifying client onboarding and re-engagement for accounting firms while enhancing data security and compliance

electronically signed engagement letters in seamlss with custom templates

Enhance Client Relationships with Customisable Engagement Letters

April 16, 2023

Streamline engagement letters for Australian accounting & bookkeeping firms with Seamlss. Enhance client relationships, ensure compliance, and simplify onboarding and annual re-engagements. Boost your firm’s efficiency with Seamlss’s innovative platform! #accounting #bookkeeping #Seamlss