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Streamlining Client Onboarding with Seamlss: Introducing Prefilled Entity Data

An enthusiastic professional explaining the ease of using Seamlss on her tablet. The Seamlss app is displayed on the screen, showcasing its user-friendly interface and powerful features for streamlined client onboarding and data management in accounting.

In the world of accounting, client onboarding can often be a time-consuming and complex process. Collecting client details, verifying their identity, and obtaining signed engagement agreements can be a daunting task. But what if there was a way to streamline this process, making it easier for both you and your clients?

We’re excited to announce a new feature at Seamlss that does just that. We’ve listened to your feedback and are now introducing the ability to prefill entity data during the client onboarding process.

The Power of Prefilled Data

With this new feature, when you add a client, you can now prefill the entity data. This means that your clients won’t have to fill in or know everything that you, as their accountant, may already have. Information such as ABN, ACN, TFN, name, or addresses can now be prefilled, saving your clients time and effort.

Now, the client can check, add verification information, and sign the engagement letter for all entities with half-filled-in data by you already. This not only simplifies the process for your clients but also ensures that you have accurate and verified information.

Example of the edit screen for firms to use before sending to a client.

Bulk Import with Seamlss Datacentre

In addition to prefilled data, we’ve also introduced the ability to import client data in bulk using the Seamlss Datacentre. This feature allows you to import a large amount of client data at once, saving you time and effort. It’s a powerful tool for firms that need to onboard multiple clients quickly and efficiently.

With the bulk onboarding feature, firms can now import prefilled data to quickly onboard multiple clients at once, significantly reducing the time and effort required in the onboarding process. This feature not only streamlines the onboarding process but also ensures that the data is accurate and consistent, enhancing the overall client experience.

Seamlss: Making Onboarding… Seamless

At Seamlss, we’re committed to making the client onboarding process as smooth and efficient as possible. With our new prefilled entity data and bulk import features, we’re taking another step towards that goal.

By reducing the amount of data your clients need to input and allowing them to verify and sign engagement letters more easily, we’re streamlining the onboarding process and enhancing the client experience. And with the ability to import client data in bulk, we’re making it easier than ever to onboard multiple clients quickly and efficiently.

We’re excited about these new features and we believe they will make a significant difference in how you onboard your clients. As always, we’re here to support you and we’re eager to hear your feedback.

Experience the power of prefilled entity data and bulk import with Seamlss today.

Experience the power of prefilled entity data with Seamlss today.