Discover how Seamlss simplifies client onboarding for accounting firms by automating workflows, eliminating manual errors, and improving client satisfaction. Streamline lead management, validate data, and scale your firm with ease
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.
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
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 accounting and bookkeeping firms to onboard new clients and collect… Lead Capture Link
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 both Ignition and Seamlss in my firm Business Edge Advisors… Efficiently manage client onboarding and engagement with Seamlss and Ignition together
