News

Bulk Import and data center to bulk verify clients

Introducing Seamlss Data Centre: The Fast Solution for Bulk Client Imports & ID Checks

April 14, 2023

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.

Client Verification with Source Documents

The Power of Source Document Verification with Seamlss

April 3, 2023

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.

Onboarding with Ease: How Ignition and Seamlss Work Together for Seamless Identity Verification

March 23, 2023

We are thrilled to announce the launch of our new Ignition onboarding lead generation collection link! This new feature is designed to make the onboarding process even easier for accounting and bookkeeping firms that use Ignition

Lead Capture Link

March 12, 2023

Great news! We’re excited to announce the release of our new lead capture feature on Seamless. This new feature makes it easier than ever for accounting and bookkeeping firms to onboard new clients and collect their

Efficiently manage client onboarding and engagement with Seamlss and Ignition together

March 9, 2023

At the Xero Roadshows, we had some firms ask why they would use Seamlss when they had Ignition already. As a firm owner, I use both Ignition and Seamlss in my firm Business Edge Advisors together.

New Year, Old You: How to Re-Engage Clients with Seamlss

March 2, 2023

Discover how Seamlss’ Re-Engage feature helps accounting and bookkeeping firms improve client retention rates by streamlining communication, saving time, and ensuring compliance.

Why attend Xero Roadshow and how to maximise the event

January 15, 2023

ttending a Xero Roadshow can provide valuable information and resources for firms who use or are interested in using Xero accounting software and its related tools. The roadshow may include presentations and demonstrations of the software’s features, as well as opportunities to network with other users and Xero staff.

Automate your onboarding of clients with Seamlss

Automated onboarding with Seamlss & Xero Practice Manager – Webinar

December 27, 2022

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

Seamlss Integrates with Stripe Identity

December 13, 2022

Global identity tool, Stripe, helping Seamlss expedite the transition from physical to digital While the onboarding process primarily consists of submitting the required documentation and clients granting access to business financial data, the steps firms take

Secure your firm & stay cyber safe

December 4, 2022

As the internet becomes increasingly integrated into our daily lives, online security becomes more and more important. Information that was once only accessible to large businesses is now available to anyone with an internet connection. While

News

Introducing Seamlss Data Centre: The Fast Solution for Bulk Client Imports & ID Checks

The Power of Source Document Verification with Seamlss

Onboarding with Ease: How Ignition and Seamlss Work Together for Seamless Identity Verification

Lead Capture Link

Efficiently manage client onboarding and engagement with Seamlss and Ignition together

New Year, Old You: How to Re-Engage Clients with Seamlss

Automated onboarding with Seamlss & Xero Practice Manager – Webinar

Seamlss Integrates with Stripe Identity

Secure your firm & stay cyber safe

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