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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

“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!

“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