Most accountants I talk to right now have the same question. Not “what are the rules?” The rules are out there. AUSTRAC has published the starter kit. The Forum series has covered the obligations from…
We heard you. The 15 April update was a big one, and we know the changes to the dashboard, the new Contacts and Entities structure, and the updated request flow raised a lot of questions.…
Remember when you used to actually look forward to client meetings? Before they became 10-minute data entry sessions disguised as professional consultations? Here’s what happened to Sarah last Tuesday. New client, tax return appointment, premium…
Discover how Seamlss simplifies client onboarding for accounting firms by automating workflows, eliminating manual errors, and improving client satisfaction. Streamline lead management, validate data, and scale your firm with ease
In the fast-paced world of accounting, efficiency and client satisfaction are critical. Yet, many Australian firms still grapple with disjointed, time-consuming re-engagement processes that leave accountants and clients frustrated. Endless emails, scattered client information, and…
As part of our Quick Wins webinar series, we’re taking a look at the ways Seamlss can help you sail through the End Of Financial Year with ease. Key Challenges of EOFY Data Collection Time-Consuming…
As tax season hits its peak, efficient data collection becomes important for accounting firms. During our recent webinar, we highlighted how Seamlss can transform this often tedious process into a streamlined, seamless experience. Key Challenges…
“Get ready for EOFY 2023 with our comprehensive guide. Learn how to update your processes to meet new verification requirements, simplify tasks for your team, and enhance client experience. Discover how Seamlss can help you…
“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…
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…
