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Are you still onboarding using paper

Client Onboarding: From Chaos to Confidence

  • by Clayton Wood
  • May 6, 2024May 6, 2024

Picture this: You’re knee-deep in a sea of paperwork, chasing signatures, and battling a constant barrage of unanswered emails. It’s always busy season in the accounting world, and the struggle is real. The initial stages… Client Onboarding: From Chaos to Confidence

engaging clients is a process

Re-Engagement Strategies: How Seamlss Helps Firms Reconnect with Clients

  • by Clayton Wood
  • October 16, 2023October 16, 2023

In the dynamic world of accounting, maintaining active, ongoing client engagement is more than a best practice; it’s a necessity underscored by leading industry bodies such as Chartered Accountants Australia and New Zealand (CA ANZ),… Re-Engagement Strategies: How Seamlss Helps Firms Reconnect with Clients

Accounting professionals reviewing a digital engagement letter on a tablet, showcasing the ease and efficiency of using customisable templates on platforms like Seamlss.

Creating Effective Engagement Letters: The Role of Customisable Templates

  • by Clayton Wood
  • July 23, 2023July 23, 2023

Discover how customisable templates on platforms like Seamlss are revolutionising the creation and management of engagement letters. Streamline your client onboarding process, ensure compliance, and enhance client experience with automated and secure solutions.

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 process even easier for accounting and bookkeeping firms that use… Onboarding with Ease: How Ignition and Seamlss Work Together for Seamless Identity Verification

Seamlss Integrates with Stripe Identity

  • by Clayton Wood
  • December 13, 2022April 16, 2023

Global identity tool, Stripe, helping Seamlss expedite the transition from physical to digital While the onboarding process primarily consists of submitting the required documentation and clients granting access to business financial data, the steps firms… Seamlss Integrates with Stripe Identity

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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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