accounting firms

Feature image showcasing the streamlined and automated processes enabled by Seamlss. Simplify your client onboarding and verification with our innovative solutions.

Optimising Your EOFY Processes for 2023: A Comprehensive Guide

by Clayton Wood
June 23, 2023June 23, 2023

“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 collect ITR data, sign engagement letters, and verify clients with ease. Plus, for new clients, our Zapier connection or Lead link makes onboarding a breeze. Now, you can also collect sensitive documents securely with Seamlss Fetch forms and templates. Start preparing today for a smoother EOFY

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!

by Clayton Wood
June 2, 2023June 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

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

by Clayton Wood
May 19, 2023May 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.

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

by Clayton Wood
May 16, 2023May 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

by Clayton Wood
May 14, 2023May 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

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

by Clayton Wood
March 23, 2023April 16, 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… Read More »Onboarding with Ease: How Ignition and Seamlss Work Together for Seamless Identity Verification

Lead Capture Link

by Clayton Wood
March 12, 2023April 16, 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… Read More »Lead Capture Link

Efficiently manage client onboarding and engagement with Seamlss and Ignition together

by Clayton Wood
March 9, 2023April 16, 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… Read More »Efficiently manage client onboarding and engagement with Seamlss and Ignition together

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

by Clayton Wood
March 2, 2023April 25, 2023

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