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… Read More »Client Onboarding: From Chaos to Confidence
As we reflect on 2023, it’s clear that Seamlss has embarked on a journey of innovation. We’ve not only enhanced our client management solutions but… Read More »2023 has been a transformative journey in Client Management
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
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
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
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
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.
“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
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
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
