Launch jobs instantly from requests, re-engagements, and onboarding, no more double handling We’ve all been there. A client request comes through Seamlss, you gather all the information, get everything signed… then you switch to XPM…
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…
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),…
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.
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…
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…
