Celebrating Our Achievement as Xero Awards 2024 Finalist
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… Read More »Celebrating Our Achievement as Xero Awards 2024 Finalist
client onboarding
Making the ATO’s Agent-Client Linking Easier
The new Agent-Client Linking rule from the Australian Taxation Office (ATO) is a big change for accountants and bookkeepers across Australia. It’s meant to make… Read More »Making the ATO’s Agent-Client Linking Easier
Unique Identification: Addressing the Shared Email Challenge
In the digital age, security and personalization are paramount. As we’ve transitioned to online platforms for everything from shopping to banking to accounting, ensuring each… Read More »Unique Identification: Addressing the Shared Email Challenge
Seamlss Source Document Request: Revolutionising Client Verification in Tax Practice
In the dynamic world of tax practice, the process of client verification stands as a cornerstone in maintaining the integrity and reliability of transactions. The… Read More »Seamlss Source Document Request: Revolutionising Client Verification in Tax Practice
Creating Effective Engagement Letters: The Role of Customisable Templates
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.
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
Unveiling Seamlss Fetch: Your Essential Tool for Efficient EOFY Data Collection
As we approach the end of the financial year (EOFY) and the start of the 2023 tax season, accounting and bookkeeping firms are gearing up… Read More »Unveiling Seamlss Fetch: Your Essential Tool for Efficient EOFY Data Collection
Streamlining Client Onboarding with Seamlss: Introducing Prefilled Entity Data
In the world of accounting, client onboarding can often be a time-consuming and complex process. Collecting client details, verifying their identity, and obtaining signed engagement… Read More »Streamlining Client Onboarding with Seamlss: Introducing Prefilled Entity Data
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
Streamlining Client Onboarding: How Seamlss Outperforms Other Tools
In the world of professional services, client onboarding is a critical process. It sets the tone for the client relationship, impacts client retention, and influences… Read More »Streamlining Client Onboarding: How Seamlss Outperforms Other Tools