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