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Tax practitioner reviewing TPB client verification requirements on laptop

ATO Client ID Verification Process Made Easy

  • by Clayton Wood
  • June 20, 2025June 20, 2025

Look, the Tax Practitioners Board has made it pretty clear that client identity verification isn’t something you can skip anymore. The recent enforcement actions should be a wake-up call for everyone to meet the TPB… ATO Client ID Verification Process Made Easy

Automate EOFY Client Engagements & Stay TASA Compliant 2025

  • by Clayton Wood
  • May 30, 2025May 30, 2025

EOFY client engagement automation is revolutionising how Australian accounting firms manage their busiest period. But what if you could replace repetitive admin tasks and email chasing with seamless, automated workflows—while simultaneously ensuring compliance with your… Automate EOFY Client Engagements & Stay TASA Compliant 2025

Accountant verifying a client's ID for ATO compliance and client verification

ATO ID Verification Compliance: Are Your Checks Still Valid?

  • by Clayton Wood
  • March 5, 2025March 27, 2025

The Australian Taxation Office (ATO) and the Tax Practitioners Board (TPB) have recently reinforced their expectations for Client ID verification requirements, clarifying that many firms may not be meeting compliance standards. A major misconception? Client-Agent… ATO ID Verification Compliance: Are Your Checks Still Valid?

Celebrating Our Achievement as Xero Awards 2024 Finalist

  • by Clayton Wood
  • November 19, 2023November 19, 2023

What does it mean to be recognised as a finalist in the Xero App Awards 2024? For us at Seamlss, it’s a moment of immense pride and a testament to our commitment to excellence. We’re… Celebrating Our Achievement as Xero Awards 2024 Finalist

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Seamlss is a Xero Connected App, integrating seamlessly with Xero Practice Manager for efficient client management
Stripe identity verifiction for onbording clients for the ATO and TPB

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